Job Description: Global Equity Markets Analyst - CFA

We are seeking an experienced equity research analyst to join our team at Neil Jesani Wealth. You can learn more here - https://neiljesaniwealth.com/

As an equity research analyst, your role is pivotal in providing insightful and actionable investment research to our firm and our clients. You will conduct thorough research, analyze global equity market financial data and provide actionable investment recommendations. The ideal candidate is a detail-oriented professional with strong analytical skills, a passion for economics, a keen understanding of financial market dynamics globally, and the ability to present data and concepts to end clients in a digestible manner.

Who We Are:

Neil Jesani Wealth is sister company of Neil Jesani Advisors, Inc. is not an average tax firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Fort Lauderdale-Miami, FL. Our team of 50+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. Our stunning 10,000+ square-foot office in Lakeshore Plaza, reflects our growth and bold vision for the future. You can learn more here - www.neiljesani.com

Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.

If you’re ready to join and lead a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at https://neiljesani.com/careers/

Let’s create value and make a difference—together.

Objectives of this role

Conducting comprehensive research and analysis on companies, industries and market trends to identify investment opportunities including buy/sell recommendations.
Preparing detailed equity research reports, including financial models, valuation analyses and investment recommendations.
Collaborating with portfolio managers and other investment professionals to support the investment decision-making process.
Building and maintaining financial models to forecast company performance and assess valuation metrics.
Communicating research findings and investment recommendations through written reports and presentations to internal and external stakeholders.
Attending company meetings, industry conferences and investor presentations to gather information and insights.
Monitoring and analyzing financial news, earnings reports and market developments to stay informed about the latest trends and changes.

Your tasks

Analyze financial statements, including income statements, balance sheets and cash flow statements, to assess company performance and economic health.
Conduct qualitative and quantitative analyses of companies, including financial modelling, competitive positioning, management quality and market potential.
Develop and maintain investment theses and models for companies under coverage.
Prepare and deliver presentations to investment committees, clients and stakeholders.
Maintain a comprehensive database of research materials and industry information.
Participate in company earnings calls and investor conferences.
Collaborate with internal teams to provide market insights and support client interactions.
Provide timely updates and revisions to research reports and recommendations based on new information and market developments.

Required skills and qualifications

Certified Financial Analyst designation required.
Bachelor’s degree in Finance, Economics, Accounting or a related field.
Demonstrable experience as an Equity Research Analyst, Financial Analyst or similar role with a minimum of 5 years in equity research or investment analysis.
Strong understanding of financial markets, investment strategies and valuation methodologies in the global context.
Excellent analytical and quantitative skills, with the ability to interpret complex data.
Proficiency in financial modelling, valuation techniques and equity research tools (e.g., Bloomberg, FactSet).
Advanced knowledge of MS Excel and other commonly used financial software.
Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
High level of attention to detail and accuracy in work.
Ability to work independently and collaboratively in a fast-paced environment.

Preferred skills and qualifications

Knowledge of macroeconomic factors and their impact on financial markets.
Familiarity with regulatory and compliance requirements in equity research.
Experience with investment research platforms and databases.
Excellent problem-solving and critical-thinking skills.
Knowledge of Bloomberg, Reuters, or other financial databases.
Multilingual abilities, especially in regional Indian languages.

What We Offer:

At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities.

If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, 20 days of PTO (on top-of 6 major public holidays) and more.

We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.

Apply Today and join a team dedicated to redefining excellence in tax and financial success.

Make your next career move one that counts – for you, your team, and the exceptional clients we serve.

Job Type: Full-time

Pay: $125,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Relocation assistance
Retirement plan
Vision insurance

Experience:

Equity research: 10 years (Required)

License/Certification:

Chartered Financial Analyst (Required)

Ability to Commute:

Sunrise, FL 33323 (Required)

Ability to Relocate:

Sunrise, FL 33323: Relocate before starting work (Required)

Work Location: In person

Neil Jesani Advisors, Inc.

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