Role details

This position is now filled

Global Equity Analyst - Generalist

New York   •   USD12,000 - USD200,000   •  Permanent

Bullet points

  • $10BN+ Long Only Fund
  • Deep Fundamental Strategy

About Our Client

Our client is a globally recognized, industry leading investment management firm. With over $10bn under management, our client invests through a number of mutual funds and separately managed accounts spanning the entire market cap spectrum within all industries globally.

Job Description

The analyst will work in tandem with the research team to generate investment ideas and closely follow stocks held.


  • Conduct in-depth industry studies, information gathering, interviews with sell-side analysts and company executives, and perform financial forecasts and intrinsic valuation of listed equity securities under multiple scenarios
  • Analyze management strategy, business model, financial and technical information to develop a proprietary understanding of the competitive advantages, sustainable growth and return prospects of the company and industry
  • Present qualitative and quantitative analyses and insights to the members of the investment team and portfolio manager for international and global equity strategies
  • Formulate arguments to defend and/or rebut hypotheses in investment debates as well as recommend investment ideas for the global and international equity investment portfolios
  • Participate in business development and marketing to prospective and existing clients, consultants and intermediaries, as necessary
  • Model and/or execute equity and foreign exchange trades, as necessary, at the request of the Portfolio Manager

The Successful Applicant

  • At least three (3) years' experience as a research analyst, or in research, analysis and forecasting for the investment management industry
  • Demonstrated expertise performing research and analysis with a global perspective.
  • Demonstrated expertise assimilating and analyzing large volumes of data to perform financial forecasting, and presenting results to Investment Teams and/or Portfolio Managers
  • Industry experience / domain experience strong preferred.
  • MBA degree strongly preferred.

What's on Offer

Base Salary + Bonus