Accounting & Finance

AVP Equity Analyst

Social Capital Resources

New York · New York · United States

A leading investment firm is seeking an Equity Analyst to join its U.S. Equity team in New York , focused on the Information Technology sector .

Key responsibilities:

  • Conduct fundamental, bottom-up research on U.S. technology companies.
  • Build and maintain financial models, earnings estimates, and valuation analyses.
  • Analyze earnings, SEC filings, company disclosures, and industry developments.
  • Develop investment theses, valuation targets, and stock recommendations.
  • Identify new investment opportunities and provide actionable insights to portfolio managers.
  • Prepare research and investment materials and communicate sector developments to investment teams.
  • Collaborate with senior analysts and portfolio managers across U.S. and international teams.
  • Strong background in fundamental equity research and U.S. public equities.
  • Strong financial modeling, accounting, and valuation skills.
  • Excellent analytical, quantitative, and communication abilities.
  • Experience with Bloomberg, FactSet, or similar platforms preferred.
  • CFA progress/designation and experience with Python, SQL, or other data tools are a plus.
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Reference: WJ-5408_11449582

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