Job Overview:
We are seeking a motivated and detail-oriented Junior Long/Short Equity Research Analyst to join our investment team, focusing on the regional and community banking sector. This role offers the opportunity to develop and apply fundamental analysis skills, gain in-depth industry knowledge, and contribute to investment strategies. The ideal candidate will have a strong interest in financial markets, excellent analytical abilities, and a desire to build a career in equity research.
Key Responsibilities:
- Research and Analysis: Conduct comprehensive research on regional and community banks, including financial statement analysis, competitive positioning, and industry trends.
- Financial Modeling: Build and maintain detailed financial models to forecast earnings, cash flows, and valuation metrics for covered companies.
- Sector Coverage: Monitor and analyze economic and regulatory developments affecting the regional and community banking sector, including interest rate trends, credit quality, and capital adequacy.
- Idea Generation: Identify and evaluate potential long and short investment opportunities within the sector based on fundamental analysis.
- Reporting: Prepare detailed research reports, investment theses, and updates for internal and external stakeholders.
- Collaboration: Work closely with senior analysts and portfolio managers to discuss research findings, develop investment strategies, and support portfolio management decisions.
- Market Monitoring: Track market developments, stock price movements, and news flow to assess the impact on portfolio holdings and investment ideas.
- Presentations: Assist in preparing presentations and pitch decks for internal investment committees and client meetings.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1-3 years of experience in equity research, investment banking, or related fields; internships or relevant coursework will be considered.
- Strong understanding of financial statements, accounting principles, and valuation techniques.
- Proficiency in financial modeling and experience with tools such as Excel, Bloomberg, and financial databases.
- Excellent analytical, problem-solving, and quantitative skills.
- Ability to work independently and in a team environment, with a strong work ethic and attention to detail.
- Effective communication skills, both written and verbal, with the ability to present complex information clearly and concisely.
- Interest in and knowledge of the regional and community banking sector is a plus.
