Equity Analyst

Position Summary

Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations. The Firm currently manages over $12.5 billion in equity, fixed income and alternative investments. Our team of portfolio managers average 35 years of experience and work directly with each client to determine their investment goals and objectives.

We are seeking an Equity Analyst to join Williams Jones’ collaborative team. The Analyst will contribute to the team’s coverage of the Financials sector, broadly defined to include Digital Assets, Alternative Asset Managers, Payments, and Fintech Software, while also supporting firm-wide investment research initiatives. The Analyst will take full ownership of their coverage universe and will have direct exposure to the Portfolio Management team – including developing and pitching new ideas to the group.

This is a hybrid position: minimum 4 days in office.

Primary Responsibilities

The Equity Research Analyst responsibilities include the following but are not limited to:

• Conduct fundamental equity research on companies within the Financials sector, including Digital Assets, Alternative Asset Managers, Payments, Banks, and Fintech Software
• Maintain detailed financial models and valuation analyses
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team
• Monitor portfolio holdings, industry developments, earnings releases, and regulatory changes across covered sectors
• Synthesize information from earnings calls, SEC filings, expert network interviews, and industry conferences
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas
• Present investment recommendations and sector updates to the broader investment team
• Support ad hoc research projects across the firm as needed

Qualifications

• Bachelor’s degree required, concentration in Finance, Economics, Accounting, or a related field preferred
• 3 years of experience in equity research, investment analysis, or a related investment role (buy-side or sell-side)
• Financials sector experience is not required – strong fundamental research skills and a willingness to develop sector expertise are what matter most
• Strong financial modeling and valuation skills (comparable company analysis, sum-of-the-parts)
• Excellent analytical, written, and verbal communication skills
• Proficiency in Excel, Bloomberg/FactSet, and financial databases
• Strong use of AI tools and excited about incorporating AI into the investment research process
• Progress toward CFA designation is a plus but not required
• Intellectually curious, self-directed, and comfortable working in a collaborative, fast-paced environment
• Attention to detail with a strong sense of ownership over work product

The annualized “all-in” compensation range for this role is expected to be between $175,000-$225,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

Williams Jones is part of the Focus Financial Partners’ network firm community. As part of the partnership, Williams Jones remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.