About the role
AI summarisedSenior Equity Analyst (ED/VP) role at a global investment bank, responsible for leading equity research coverage, developing investment theses, and providing actionable insights to institutional clients. The role requires deep sector expertise, strong financial modeling skills, and the ability to mentor junior analysts.
BusinessFull-timeGeneral
Key Responsibilities
- Lead equity research coverage for assigned sectors, producing high-quality investment reports and trade ideas.
- Develop and maintain detailed financial models to forecast company performance and valuation.
- Conduct in-depth fundamental analysis including industry trends, competitive dynamics, and regulatory impacts.
- Present investment recommendations to internal portfolio managers and external institutional clients.
- Monitor portfolio holdings and market developments, providing timely updates and risk assessments.
- Mentor and supervise junior analysts, reviewing their work and guiding professional development.
- Collaborate with sales and trading desks to support client inquiries and marketing efforts.
- Participate in company meetings, earnings calls, and industry conferences to gather insights.
Requirements
- 8-15 years of experience in equity research or related investment roles.
- CFA charterholder or equivalent advanced degree in Finance, Economics, or Business.
- Proven track record of generating alpha through stock recommendations.
- Expert proficiency in financial modeling, valuation methodologies, and Excel.
- Strong understanding of accounting principles and financial statements.
- Excellent written and verbal communication skills for report writing and client presentations.
- Ability to work under pressure and manage multiple priorities in a fast-paced environment.
- Experience with Bloomberg Terminal and other financial data platforms.
- Demonstrated leadership and mentoring capabilities.
- Willingness to travel occasionally for company meetings and conferences.