What are the responsibilities and job description for the AVP Equity Analyst position at Social Capital Resources?
Equity Analyst – U.S. Technology
A leading investment firm is seeking an Equity Analyst to join its U.S. Equity team in New York, focused on the Information Technology sector.
Key responsibilities:
- Conduct fundamental, bottom-up research on U.S. technology companies.
- Build and maintain financial models, earnings estimates, and valuation analyses.
- Analyze earnings, SEC filings, company disclosures, and industry developments.
- Develop investment theses, valuation targets, and stock recommendations.
- Identify new investment opportunities and provide actionable insights to portfolio managers.
- Prepare research and investment materials and communicate sector developments to investment teams.
- Collaborate with senior analysts and portfolio managers across U.S. and international teams.
Key qualifications:
- Strong background in fundamental equity research and U.S. public equities.
- Strong financial modeling, accounting, and valuation skills.
- Excellent analytical, quantitative, and communication abilities.
- Experience with Bloomberg, FactSet, or similar platforms preferred.
- CFA progress/designation and experience with Python, SQL, or other data tools are a plus.
Salary : $155,000 - $175,000