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Job Overview info:
Buy-side Equity Research Associate

Position Overview

This equity research associate will assist the portfolio managers in making informed investment decisions in global equity market. His/her work would include deep primary industry and company research, data analysis and financial modeling. We are looking for a quick learner and effective communicator, who is curious and passionate about investment.

Responsibilities include, but not limited to:

  • Write research reports that include industry and company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors
  • Search, monitor and analyze industry/company news
  • Collect information from SEC filings, industry reports and sell-side research, attend investment conferences, meet company management, and speak with industry experts
  • Prepare reports and presentations for portfolio managers to review and discuss in group meetings.
  • Financial modeling


Candidates of varying background and experience will be considered. We prefer candidates who possess the following:

  • Excellent quantitative, analytical, and problem-solving skills
  • Possesses critical, deep and independent thinking
  • Solid time management skills to meet deadlines and perform tasks quickly and efficiently
  • Strong interpersonal, written and communication skills
  • Self-motivated and willing to take on new challenges and responsibilities
  • Great attention to details, the ability to gain insights from research and ability to report on findings
  • Passion for investing and strong work ethics
  • Bachelor’s degree and previous experience in equity research

Compensation and benefits

  • Competitive salary with year-end bonus
  • Health plans and heal savings accounts
  • A 401(k) with a profit-sharing component
  • Paid time off and holiday pay