Equity Research Portfolio Associate

Analyze public equities and monitor portfolios as an Equity Research Portfolio Associate at Onni Group’s downtown office. Apply financial modeling and valuation expertise. This mid-level position supports research and management of a private portfolio of publicly traded equities. You will evaluate companies, industries, market trends, financial statements, valuation measures, earnings results, and company news. Your analysis will help the portfolio manager assess opportunities, risks, and performance through clear recommendations. Key Responsibilities:

Research public companies, industries, and market trends Prepare equity valuations, investment summaries, and recommendations Monitor portfolio performance, concentration, risk, and key indicators Build DCF, comparable-company, and scenario-analysis models Support trade and portfolio decisions under portfolio manager direction Requirements:

Minimum three years’ equity research or investment analysis experience Experience evaluating publicly traded companies directly Strong financial statements, valuation, and portfolio management knowledge Proficiency with Excel, Bloomberg, and Capital IQ Bachelor’s degree in finance, economics, accounting, or related discipline Bring rigorous equity research, valuation, and portfolio monitoring skills to Onni’s private investment portfolio in an in-office setting.

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