Family Office Equity Analyst - Generalist


New York
Permanent
USD130000 - USD150000
Investment Management
PR/552513_1752173955
Family Office Equity Analyst - Generalist

Overview:

Our client, a well-established family office, is seeking a Public Equity Analyst to join their investment team. This is a rare opportunity for a junior investment professional to step into a generalist role focused exclusively on public equities. The position offers significant responsibility, direct exposure to senior investors, and a long-term investment approach in a collaborative, entrepreneurial environment.

Key Highlights:

  • Generalist coverage across sectors with a focus on long-term, fundamental investing.
  • High-impact role with meaningful responsibility from day one.
  • Lean team structure offering direct mentorship and visibility into decision-making.
  • Ideal for candidates with 1-3 years of buy-side equity research

Core Responsibilities:

  • Conduct deep fundamental research and financial analysis on public companies.
  • Build and maintain valuation models to support investment theses.
  • Monitor portfolio holdings and market developments.
  • Participate in earnings calls and industry events to gather insights.
  • Assist with trade execution and portfolio monitoring.
  • Contribute to investment discussions and idea generation.

Candidate Profile:

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • 1-3 years of experience in buy-side equity research,
  • Strong modeling and analytical skills; passion for public markets.
  • Proficiency in tools like Bloomberg, Capital IQ, and Excel.
  • Strong communication skills and a proactive, detail-oriented mindset.

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your CV so you can be considered for roles that have yet to be created. 

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

Handpicked roles for you