Vice President, US Equity Research

Conduct individual company and industry research within the U.S. equities financial sector

Perform financial modeling using Excel, Bloomberg, and other data sources to build and maintain Earnings Models, Comparable Company Analysis models, and valuation models, including Price-To-Earnings and Sum-of-the-Parts approaches

Translate quantitative analysis into formal initiation of coverage reports, investment recommendation changes, and quarterly earnings notes for institutional clients to support their investment decisions

Develop data capturing capabilities using Bloomberg, Morningstar Direct, Dune Analytics, and The Block

Maintain a wide range of databases by gathering, synthesizing, and quality-checking data from company filings, third-party data providers, and blockchain analytics platforms

Perform equity securities valuation to support institutional clients' investment processes by developing and defending price targets and investment ratings (Buy/Sell/Hold) on covered securities

Conduct extensive industry and sector research covering both traditional and alternative asset managers, traditional exchanges, new digital asset companies, and online brokers

Build financial models, including earnings models and valuation frameworks, and apply sound valuation methodologies such as Price-To-Earnings and Sum-of-the-Parts analysis to support stock initiation and recommendation processes

A Master's degree in Finance or a related field (or equivalent), plus three (3) years of relevant experience; or alternatively, a Bachelor's degree in Finance or a related field (or equivalent), plus five (5) years of progressively responsible experience

Experience performing individual company and industry research in the U.S. equities financial sector

Proficiency in financial modeling using Excel, Bloomberg, and other data sources, including Earnings Models, Comparable Company Analysis models, and valuation models such as Price-To-Earnings and Sum-of-the-Parts

Experience translating quantitative analysis into formal research reports and client-facing materials

Experience developing data capturing capabilities using Bloomberg, Morningstar Direct, Dune Analytics, and The Block

Experience maintaining databases by gathering, synthesizing, and quality-checking data from company filings, third-party data providers, and blockchain analytics platforms

Experience performing equity securities valuation, including developing and defending price targets and investment ratings

Experience researching traditional and alternative asset managers, traditional exchanges, new digital asset companies, and online brokers