Equity Analyst

Newport Coast, California
Commensurate with education and experience
02 Nov 2022
02 Dec 2022
Industry Sector
Construction / Real Estate
Passed CFA Level I
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.


Candidates are requested to submit a brief written response (250 words or less) describing their interest in 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



  • At least 1 year of experience in an equity research role at a buy‐side or sell‐side firm
  • Experience using Bloomberg terminal and Excel plug‐in
  • Experience using Enfusion or similar investment management system


Knowledge, Skills and Abilities:

  • 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
  • Proficiency in VBA or other programming languages


Licenses and Certificates:

  • Passed CFA Level I exam
  • CFA charterholder
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