Overview
A leading global alternative investment firm is seeking an Equity Financial Analyst to join its San Francisco office.
The firm is looking for bright, motivated, and collaborative people to join and grow with the team — more than 90% of the leaders were promoted from within.
Key Responsibilities
- Learn your PM’s and team’s investing process and exchange insights, identify cross-sector themes, and debate investment ideas
- Build and refine detailed financial models, forecasts, and valuation analyses of public companies within your sector
- Conduct fundamental research on individual companies, industries, and subsectors to identify emerging risks and potential investment opportunities
- Develop and present actionable investment recommendations directly to your PM
- Attend conferences and industry events
- Build relationships with relevant sell-side analysts, salespeople, and research associates
- Embody the firm’s commitment to ethics, professionalism, integrity, and excellence—especially in partnership with the Compliance team
- Analyze and incorporate macroeconomic and industry-specific developments and trends into your research
- Take advantage of our development and analytics resources to become the best version of yourself as an investor
Skills, Knowledge & Experience
- 1+ years of experience in equity research, investment banking, hedge fund, investment management, private equity or another relevant industry role
- Strong financial modeling and business analysis skills
- Passion for public markets investing
- Commitment to the highest ethical standards
Company Ethics
- Integrity – You demonstrate 100% commitment to the highest ethical standards
- Ownership – You take charge of your work, uphold your commitments, and always do your best
- Commerciality – You focus on what matters, ask necessary questions, and are diligent about not wasting time
- Humility – You welcome and are receptive to feedback and learn from past mistakes
- Adaptability – You can triage business needs and context switch quickly and efficiently
- Admirability – You elevate the room through your work ethic, domain knowledge, and work product
Company Benefits
- Fully-paid health care benefits
- Generous parental and family leave policies
- Volunteer opportunities
- Support for employee-led affinity groups representing women, people of color and the LGBT+ community
- Mental and physical wellness programs
- Tuition assistance
- A 401(k) savings program with an employer match and more
