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3 дня назад

Junior Analyst (Financials) – US Core & Dividend

130 000 - 180 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Junior Analyst (Financials) – US Core & Dividend (Financial Research/Valuation): Conducting fundamental research and building detailed financial models for companies in the financials sector with an accent on financial statement analysis, valuation, and investment thesis development. Focus on analyzing interest rates, credit quality, capital levels, regulation, and market conditions while communicating evidence-based recommendations to portfolio managers and investment partners.

Location: New York, New York, United States. Hybrid workplace model requiring at least four full days each week in an hirify.global office.

Salary: $130,000–$180,000 USD per year, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

  • Conduct fundamental research on financial-sector companies, including financial statement analysis, forecasting, valuation, competitive positioning, management quality, and industry dynamics.
  • Build and maintain detailed financial models and evaluate companies using sector-specific valuation methodologies and metrics.
  • Analyze financial, industry, economic, and market information to develop evidence-based investment conclusions.
  • Develop and communicate investment recommendations covering thesis, valuation, catalysts, risk/reward, key risks, and potential changes to the investment view.
  • Engage with company management, sell-side analysts, industry experts, brokers, and other market participants to test assumptions and develop differentiated perspectives.
  • Use investment and research tools including Bloomberg, financial research platforms, Microsoft Office, and relevant AI-enabled research tools.

Requirements

  • At least 1 year of buy-side or sell-side equity research experience covering the financials sector, including companies such as banks, insurance companies, asset managers, capital markets firms, or other financial institutions.
  • Strong financial modeling, valuation, accounting, and fundamental research capabilities.
  • Ability to analyze interest rates, credit quality, capital levels, margins, profitability, and regulatory considerations.
  • Demonstrated interest in long-term fundamental investing and developing differentiated investment views.
  • Bachelor’s degree required, preferably in finance, economics, accounting, business, or a related field.
  • Ability to develop independent, evidence-based perspectives, communicate investment ideas clearly, exercise sound judgment, reassess conclusions when facts change, and collaborate effectively.
  • Ability to understand client, operational, reputational, legal, regulatory, and fiduciary considerations and support the firm’s compliance culture.

Nice to have

  • CFA designation or demonstrated progress toward completing the CFA program.
  • MBA or another relevant graduate degree.

Culture & Benefits

  • Hybrid workplace model with at least four office days per week.
  • Flexible paid time off, health and wellbeing benefits, and parental leave.
  • 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
  • Employee stock purchase plan.
  • Culture emphasizing conviction, curiosity, collaboration, independent thinking, integrity, and constructive challenge.

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