Job Description

Position : Research Analyst

Working Hours : Mondays to Fridays, 9 AM- 5 PM Eastern Standard Time

Salary Range: $1,800 - $2500/ month (open to salary negotiation for the right candidate)

About the Company

The Company is a private investment partnership. The Partnership’s investment objective is to generate exceptional long-term returns for its partners by employing a long-short equity strategy

About the role:

Research analyst to assist the co-founders in performing fundamental equity research. The role will be focused on financial modeling, investment monitoring, original primary research, and thesis diligence. The analyst will assist in the preparation of investment research materials and case studies, including in-depth fundamental corporate research on companies, industries, or various investment-related themes.

The ideal candidate is analytical, detail-oriented, open-minded, creative, and extremely passionate about learning to invest. This is not a short-term hire—we are looking for someone who can grow with the team for several years.

Duties and responsibilities:

Financial research

• Building and maintaining financial models
• Data gathering and entry for various financial analysis
• Performing valuation analysis
• In-depth fundamental research on individual companies, industries, and various investment-related themes
• Industry analysis and monitoring key market, industry, and competitor trends
• Assist in the preparation of investment research materials and case studies
• Primary and ad hoc research
• Spearhead primary research projects by identifying, engaging, and securing
• relevant experts including public/private suppliers, competitors, distribution partners, customers, advisors, and industry consultants
• Assist with the creation of key person maps to identify current and former colleagues, competitors, board members, and other relevant parties
• Comfort cold calling and email outreach to source relevant experts
• Assist with monitoring industry events, relevant news, and data sets for tracking of investments
• Assist with the submission of FOIA requests
• Assist with running and maintaining idea generation screens, databases, and informational packets
• Miscellaneous research

Requirements :

• Required - A recent graduates who have experience as investment banking analysts or sell side equity research analysts in companies like Bank of America, Goldman Sachs, JP Morgan, Credit Suisse, Citi, Lazard, Evercore, or other major banks or as management consultants in companies like Bain, McKinsey, BCG
• Proficiency in Excel, Word, and PowerPoint
• Comfortable doing cold calling and utilizing cold email outreach strategies to build relationships with industry and company contacts
• Investment banking, equity research, management consulting, private equity, or hedge fund experience preferred
• Business development or account executive experience with US clients is also preferred
• Strong accounting understanding and financial modeling skills
• Excellent written and verbal English and communication skills
• Analytical and structured thinking
• Creative and scrappy
• Highest ethical standards
• Open-minded and willing to learn
• Extremely passionate
• Proactive and focused on problem-solving

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