Equity Analyst jobs in Boston, MA

Inclusively is partnering with a financial services company to hire a Junior Fundamental Equity Research Analyst. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

We are seeking a Junior Fundamental Equity Research Analyst who will join a collaborative team to assist in the active, fundamental, bottom-up research process and participate in the management of the company strategies.

Key job responsibilities will include, but not be limited to:

• Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas
• Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas
• Assist the research team in ad hoc projects, research administration, and systems
• Support client services and sales teams inquiries

What you have

Required Qualifications

• Bachelor’s degree and CFA and/or MBA
• Ability to work on-site in Boston office
• 3 years of relevant experience with a buy or sell side firm
• Experience with bottom-up security analysis
• Experience with Bloomberg, Factset, and other related software

Preferred Qualifications

• Solid accounting and financial statement/KPI modeling abilities
• Outstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form
• Quick learner, comfortable dealing with ambiguous, fluid situations
• Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data
• Passion, integrity, creativity, inquisitiveness and self confidence
• The candidate should be a self-starter, well organized, and be able to work in a collaborative, team environment

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years
• 4 years
• 5 years

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Boston, MA: Relocate before starting work (Required)

Work Location: In person