Equity Research Analyst

We are seeking an accomplished Equity Research Analyst to join our Portfolio Management Services (PMS) team. This role will be integral to building and managing the stock PMS portfolios for our clients. The role requires sector tracking and stock identification to enable portfolio decisions. The role also involves mentoring junior analysts and partnering closely with our Fund Manager, Research Committee, and Advisory team.

If you are passionate about deep-dive research, connecting macro trends to stock performance, and influencing investment outcomes, this opportunity will allow you to make a direct and lasting impact.

● Track assigned sectors across market caps, converting macro data/events into stock impact analysis

● Run stock screeners to identify trends and opportunities for PMS portfolios

● Track sectors allocated and come up with calls and monitor existing calls for a...