Company Overview:
Our client is a leading global multi‑strategy hedge fund with over $20 billion in assets under management. The firm is known for its disciplined, research‑driven investment process and strong integration of fundamental analysis, data science, and technology. They are seeking to expand their Long/Short Equity platform by adding a high‑caliber Financials Research Analyst.
Role Overview:
The Financials Equity Research Analyst will be responsible for sourcing, developing, and monitoring long and short investment ideas within the Financials sector (excluding Insurance). Coverage may include Banks, Capital Markets, Diversified Financials, FinTech, Exchanges, Asset Managers, or Specialty Finance. This role offers meaningful responsibility, direct interaction with Portfolio Managers, and significant influence on portfolio outcomes.
Key Responsibilities:
- Conduct deep fundamental research on companies within your Financials coverage universe
- Develop differentiated long and short investment theses supported by rigorous financial modeling
- Analyze earnings, balance sheets, regulatory developments, and macro drivers relevant to Financials sub‑sectors
- Build and maintain detailed operating and valuation models
- Monitor existing positions, identify catalysts, and reassess risk/reward dynamically
- Present actionable ideas and updates to Portfolio Managers in a clear, concise manner
- Collaborate with analysts and data teams to integrate alternative data, quantitative insights, and technology‑enabled research tools
- Continuously refine investment frameworks to adapt to evolving market conditions
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, Engineering, or a related discipline
- 3-7 years of buy‑side equity research experience, with primary coverage of Financials (non‑Insurance)
- Demonstrated ability to generate alpha through fundamental long/short stock selection
- Strong financial modeling, accounting, and valuation expertise
- Deep understanding of Financials business models, balance sheet dynamics, and regulatory considerations
- Excellent communication skills and comfort presenting to senior investment professionals
- Intellectual curiosity, strong work ethic, and ability to perform in a fast‑paced, performance‑driven environment
Additional Attributes (Preferred):
- Prior experience at a multi‑manager or pod‑based hedge fund
- Familiarity with alternative data or systematic research tools
- Sector specialization within Banks, Capital Markets, or Financial Technology
