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.
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