Equity Analyst

Irvine, California
05 May 2021
04 Jun 2021
Industry Sector
Construction / Real Estate
Employment Type
Full Time

Position Summary:

The Equity Analyst position is part of the Company’s Investment Division. Activities specific to this role include: supporting Sr. Equity Analysts; evaluating equity investments; performing sector and company-specific research; preparing written investment reports; providing timely investment recommendations; building financial and valuation models; performing special projects; and maintaining in-depth knowledge of economic, market, and industry trends. This is an in-office, team oriented position that encourages rapid growth through intensive training, mentoring, and collaboration.


Interested candidates are requested to submit a brief written response (250 words or less) describing their personal investment philosophy and passion for investing as part of their application cover letter.

Job Duties:

  • Support Sr. Equity Analysts with sector-specific coverage responsibilities
  • Analyze existing and prospective investment opportunities
  • Prepare and produce well-researched and well-reasoned analyses
  • Build and maintain financial and valuation models
  • Prepare materials and exhibits for senior management meetings
  • Monitor news and developments for assigned companies and sectors
  • Interface with portfolio management & accounting systems to produce custom reports
  • Complete time-sensitive projects and ad hoc analyses

Minimum Qualifications / Other Expectations:

  • Bachelor’s degree in finance, economics, business, or related field
  • Passed CFA Level II exam
  • Proficiency in financial modeling, equity valuation, and GAAP accounting
  • Strong analytical, quantitative, and communication skills, with exceptional attention to detail
  • Expertise in Microsoft Excel
  • Compatible investment philosophy and a genuine passion for investing
  • Intellectual curiosity and humility; willingness to collaborate and be mentored
  • Problem solver with the ability to prioritize tasks and meet firm deadlines
  • Positive attitude and team player
  • Strong work ethic, high moral integrity
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