Senior Analyst - Equity Analysis (Fintech)

Location: Richmond, Virginia, USA

Company

hirify.global Dorsey Wright's Equity Analysis team delivers investment research, market analysis, and client-facing investment insights.

What you will do

• Conduct and communicate investment research, market analysis, and portfolio insights.
• Develop research reports, quantitative analyses, thought leadership content, and client presentations.
• Build and manage relationships with financial advisors, asset managers, and institutional partners.
• Lead projects supporting business growth, client engagement, product development, and operations.
• Prepare content for and participate in client events, conferences, webinars, and educational programs.
• Monitor financial markets, investment strategies, and industry trends while collaborating with Sales, Marketing, Product, and Operations.

Requirements

• Bachelor's degree in Finance, Economics, Business, Mathematics, Engineering, or a related field.
• 5+ years of experience in investment research, portfolio analysis, wealth management, asset management, financial services, or a related field.
• Strong understanding of financial markets, investment strategies, and quantitative analysis.
• Experience working directly with clients, advisors, consultants, or institutional investors.
• Ability to manage projects independently, communicate complex concepts, and handle multiple priorities.
• Strong written, verbal, presentation, organizational, and collaboration skills.

Nice to have

• CFA charterholder or progress toward the CFA designation.
• Experience with investment research platforms, portfolio analytics, or financial market data systems.
• Advanced Excel proficiency and familiarity with data visualization and presentation tools.
• Experience presenting to clients, leading webinars, or speaking at industry events.
• Knowledge of wealth management, managed accounts, ETFs, model portfolios, or advisor-focused investment solutions.

Culture & Benefits

• Hybrid home/office schedules are available for most positions.
• 401(k) program with a 6% employer match and employee stock purchase program with a 15% discount.
• Medical, dental, vision, life, disability, and health spending account benefits.
• Paid time off, parental leave, bereavement leave, flex days, and fertility benefits.
• Education assistance, job skills training, professional development, volunteer days, and employee resource groups.