An established U.S.-based investment management firm managing long-term institutional capital across public markets. The organization emphasizes fundamental research, disciplined risk management, and collaborative decision-making, with a strong focus on high-quality analysis and clear communication with stakeholders.
Position Overview
This role supports the full lifecycle of U.S. equity investments, including company and sector research, financial modeling, portfolio monitoring, and investment committee support. The position offers direct exposure to portfolio managers and senior decision-makers, as well as involvement in investor reporting and cross-border collaboration.
Key Responsibilities
Equity Research & Investment Analysis
- Conduct fundamental research on U.S. listed companies, including business strategy, financial performance, competitive positioning, and management quality
- Build and maintain financial models (DCF, comparables, scenario/sensitivity analysis)
- Analyze earnings results, industry trends, and company-specific developments
- Prepare investment recommendations and supporting materials
Portfolio Monitoring & Reporting
- Monitor portfolio holdings, earnings releases, guidance updates, and material news
- Maintain portfolio tracking tools and performance data
- Support portfolio reviews, attribution analysis, and performance reporting
Investment Committee Support
- Prepare and present materials for investment committee meetings
- Clearly articulate investment theses, valuation assumptions, risks, and sector outlooks
- Track feedback and ensure timely follow-up
Operations, Risk & Collaboration
- Support trade execution, cash flow monitoring, and reconciliation
- Assist with compliance, audits, and regulatory reporting
- Monitor macro, market, and sector risks impacting the portfolio
- Collaborate with investment, risk, legal, and operations teams
Investor & Stakeholder Communication
- Prepare investor presentations, portfolio updates, and market commentary
- Support consistent and professional investor communications
- Work closely with Japanese expatriate colleagues, providing English-language support
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA or Master’s preferred)
- 1–5 years of experience in equity research, asset management, or related roles
- Strong financial modeling and analytical skills
- Excellent written and verbal communication skills
- Proficiency in Excel, PowerPoint, Bloomberg, and financial databases
- CFA or progress toward CFA is a plus
