L/S Financials Analyst (Regional Banks)
Company Overview:
Our client is a multi-strategy hedge fund with over $10 billion in assets under management. They are seeking to hire a Financials Analyst (Regional Banks) to join their Long/Short equity team. The firm is known for its data-driven investment process, combining deep fundamental research with advanced analytics and technology.
Job Description:
As a Financials Analyst, you'll focus on identifying investment opportunities across the Regional Banking space. Coverage will include community banks, super-regionals, and select financial services firms with banking exposure. You'll work closely with the Financials sector lead to generate high-conviction, actionable ideas using your buy-side experience and sector expertise.
The ideal candidate will have a strong understanding of bank balance sheets, interest rate sensitivity, credit quality, regulatory dynamics, and competitive positioning. Experience in fundamental long/short equity research and presenting to PMs is essential. A passion for the financials sector and a track record of driving alpha are key.
Key Responsibilities:
- Conduct deep-dive research and financial analysis on regional and community banks.
- Monitor industry trends, interest rate movements, regulatory changes, and macroeconomic indicators.
- Build and maintain detailed financial models, including NIM, loan growth, credit metrics, and capital ratios.
- Present investment ideas and insights to the investment committee.
- Collaborate with other analysts and portfolio managers to align on sector strategy.
- Leverage alternative data and technology tools to enhance research depth and accuracy.
- Stay current on earnings, regulatory developments, and competitive landscape.
Qualifications:
- 4+ years of total experience in equity research, with at least 2 years on the buy-side.
- Bachelor's degree in Finance, Economics, or a related field.
- Strong understanding of the Regional Banking sector and broader Financials landscape.
- Proven ability to generate differentiated investment ideas.
- Excellent modeling, analytical, and communication skills.
- Interest in applying alternative data and tech-driven insights to investment research.
- Ability to thrive in a fast-paced, collaborative environment.