Equity Analyst

Chicago, Illinois
Jun 01, 2021
Jul 01, 2021
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time

Advisory Research Investment Management – Equity Analyst:


Advisory Research Investment Management is a Chicago-based investment management firm with approximately $2 billion in assets under management. 

The firm seeks an equity analyst with a sincere interest in investing and intensive fundamental research.

Please send a resume and cover letter to resumes@advisoryresearch.com



  • Conduct fundamental analysis on potential new equity investments.
  • Understand the drivers of the competitive positions within assigned industries, identifying the sources and sustainability of a company’s competitive advantage.
  • Detailed analysis of financial statements and filings, as well as projections of future financial profiles and returns.
  • Conduct calls with management teams and industry competitors.
  • Effectively communicate investment research and recommendations in writing, through research memos and e-mails, and verbally at regular investment meetings.
  • Make investment recommendations based upon detailed analytical research.
  • Develop a well-understood and well-researched collection of companies that could be purchased at the right price over time.
  • Provide value-added insights into existing portfolio companies through continued fundamental analysis.



  • Strong interest in investing and in-depth, fundamental company analysis
  • Strong analytical and valuation skills
  • Passion for equity investing
  • Ability to work both as part of a small team and independently
  • Effective written and verbal communication
  • Two to seven years of related investment analysis experience
  • CFA Charter preferred

Similar jobs

Similar jobs

  • You need to sign in to save