Junior Equity Analyst

New York City, New York (US)
Base compensation plus bonus
Mar 13, 2018
Apr 12, 2018
Passed CFA Level I
Employment Type
Full Time

Seeking a Junior Equity Analyst with a minimum of 2 years of fundamental equity research experience.

Primary responsibilities:

  • An incremental addition to the equity analyst team to initially provide general research support, with eventual specific sector/industry assignments.
  • Primarily a mid-cap to large cap focus on domestic and ADR securities.
  • Familiarity with and examination of the entire equity universe within areas of stated coverage.
  • Analyze existing holdings, providing regular analysis of information flow, and help identify new, long-term (3-5 years) investment opportunities based on fundamental analysis.
  • Identify and analyze key factors that could drive each security.
  • Recommend action to the firm’s investment policy committee which makes all investment decisions.


  • A strong work ethic and demonstrated passion for investing
  • Analysis that “thinks outside the box” in identifying catalysts including the potential for change not broadly recognized
  • Ability to work as part of a team, and acceptance of committee guidance, directives and decisions
  • Ability to multi-task and to provide coverage of multiple sectors
  • Outstanding verbal and written communication skills
  • Proficiency with Bloomberg or Factset
  • Proficiency with modeling on Microsoft Excel
  • Ideally an MBA and or CFA, or an in-process candidate

The firm:

  • Inverness Counsel is a leading, privately owned Registered Investment Advisor founded in 1967 and located at 845 Third Avenue in New York City.  Asset under management total over $3 billion, including institutional and multi-generational wealth across a broad array of asset classes and investment strategies.