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Role Description
This role involves producing data-backed insights, forecasts, and coverage reports for institutional investors, blending traditional equity research with automation and AI-driven analytics.
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Lead sector coverage by monitoring companies, market trends, and industry developments.
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Develop and maintain detailed financial models and forecasts.
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Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients.
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Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows.
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Present findings and insights to senior analysts, clients, and internal teams.
Qualifications
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2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.).
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Proficiency in Excel modeling, valuation, and financial statement analysis.
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Strong writing, presentation, and client communication skills.
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Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools.
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Quantitative mindset — able to blend traditional analysis with structured data insights.
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Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus.
Benefits
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Gain exposure to AI-enhanced research workflows, working alongside engineers, data scientists, and sector experts.
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Build deep sector expertise while experimenting with new tools for forecasting and modeling automation.
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Collaborate with top-tier investors and institutional research teams worldwide.
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Flexible hours (20-30 hrs/week available) — ideal for analysts looking to expand into AI-driven finance.
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Flexible remote schedule.
Company Description