Equity Analyst

The Private Wealth Management Group at StevenDouglas is representing several Wealth Managment firms (RIAs) in the NYC metro area. Our clients ($5B-$20B AUM) need Equity Analysts to cover specific sectors and educate their PMs/Advisors on the latest findings. Buy-side experience is highly desired. Sales-side experience acceptable, prefer coverage of Financial Sector. CFA or progress towards is highly preferred. A few highlights of the roles:Maintain detailed financial models and valuation analyses.Prepare investment research reports, stock pitches, and sector updates for the portfolio management team and the investment team.Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas.Highly competitve compensation and a path towards leadership. Will discuss further with qualified candidates.