Equity Research Analyst - Remote

Overview

This role involves producing data-backed insights, forecasts, and coverage reports for institutional investors, blending traditional equity research with automation and AI-driven analytics.

In Short

• Lead sector coverage by monitoring companies, market trends, and industry developments.
• Develop and maintain detailed financial models and forecasts.
• Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients.
• Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows.
• Present findings and insights to senior analysts, clients, and internal teams.

Requirements

• 2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.).
• Proficiency in Excel modeling, valuation, and financial statement analysis.
• Strong writing, presentation, and client communication skills.
• Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools.
• Quantitative mindset — able to blend traditional analysis with structured data insights.
• Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus.

Benefits

• Gain exposure to AI-enhanced research workflows, working alongside engineers, data scientists, and sector experts.
• Build deep sector expertise while experimenting with new tools for forecasting and modeling automation.
• Collaborate with top-tier investors and institutional research teams worldwide.
• Flexible hours (20-30 hrs/week available) — ideal for analysts looking to expand into AI-driven finance.
• Flexible remote schedule.