Equity Research and Portfolio/Data Analyst – Buyside Firm

  • New York,NY
  • Base salary up to 160K+bonus. USD / Year

International Asset Management Firm is seeking an Equity Research and Portfolio/Data Analyst (associate level) who will be responsible for coverage of Food & Beverages sector as well as assisting Equity Team to develop/implement quantitative tools for screening, portfolio analytics, contribution etc.

  • Conduct fundamental equity research with emphasis on the future cash flow of companies, derive target prices of each stock in coverage by using the proprietary financial model, and provide investment opinions to Portfolio Managers.
  • Write core research reports on stocks; create and update earning models and ratings including ESG.
  • Conduct meetings with company management teams; sell-side and other relevant parties to gather information and insights, remain current with industry and market developments, and ultimately find new investment candidates.
  • Monitor the fundamentals of companies under coverage including; market trends, competitor dynamics, and any relevant regulatory changes.
  • Develop screening and quantitative tools to improve research process; leveraging Bloomberg and data analytics.  Automate data collection and analysis.  Build and test tools and/or models to analyze financial data, including stock prices, earnings, salutations, and other financial indicators.
  • Contribute sector comments to daily notes that reflect opinions and other financial indicators.
  • Communicate with Portfolio Managers and other analysts to share opinions and strategies.


  • Bachelor’s degree in Finance, Mathematics, Accounting, Economics, Data Analysis, Statistics or related field.  Progress towards CFA designated preferred.
  • Background in data analytics and a passion for investing in equities; or 2-5 years of experience in equity research, securities analysis, and fund investing with understanding of wider financial environment.
  • Strong command of MS Office; Excel VBA, proficiency in Python, SQL  as well as Bloomberg preferred.
  • Outstanding analytical, financial modeling, written and verbal communications skills required.  Ability to persuasively present recommendations of investment ideas.  Resourceful, independent, and self-motivated thinker with a keen interest in the stock market and initiatives to generate ideas.
  • Detail oriented, pro-active, ability to manage and prioritize tasks and able to excel in a highly collaborative global team.  Intellectual curiosity and motivation to innovate and improve.
  • Open to travel both domestically and internationally.

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