Equity Analyst
Support Sr. Equity Analysts with sector-specific coverage responsibilities. Analyze existing and prospective investment opportunities. Prepare and produce well-researched and well-reasoned analyses. Build and maintain financial and valuation models. Prepare materials and exhibits for senior management meetings. Monitor news and developments for assigned companies and sectors. Interface with portfolio management & accounting systems to produce custom reports. Complete time-sensitive projects and ad hoc analyses.
Passed CFA Level II exam
Intellectual curiosity and humility; willingness to collaborate and be mentored
2 years of related experience
Microsoft Excel
Time Management Skills
GAAP accounting
Analytical & quantitative skills
Financial modeling and budgeting
Verbal communication
Driven and self-motivated
written communication
Problem Solving Skills
Multi-tasking
Detail oriented and highly organized
According to JobzMall, the average salary range for a Equity Analyst in 550 Newport Center Dr, Newport Beach, CA 92660, USA is $41,000 to $93,000. This range may vary depending on the company, job title, and experience of the individual.
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