The Role
Produce and publish fundamental equity research covering valuation, financial performance, competitive positioning, quality of earnings, and free cash flow. Build DCF and comparable models, issue Buy/Sell/Hold recommendations, publish reports and thematic research, and present findings via webinars and events.
Summary Generated by Built In
CFRA's global fundamental equity research team produces independent, actionable research trusted by institutional investors, wealth advisors, and regulators worldwide. We're growing that team and looking for an Equity Research Analyst who brings intellectual curiosity, strong analytical skills, and a passion for financial markets.
Our team is organized by sector and collaborates closely with CFRA's forensic accounting, policy/legal, and technical research groups to deliver comprehensive, differentiated insights. Analysts have access to a suite of proprietary tools, including fundamental dashboards, standardized DCF models, forensic accounting diagnostic reports, and technical signals.
In this role, you will conduct and publish fundamental equity research for a global client base spanning institutional investors, wealth advisors, insurance companies, regulators, and professional service firms. Your work will cover qualitative and quantitative analysis across valuation, financial performance, competitive positioning, quality of earnings, and free cash flow, resulting in stock rating recommendations, sector and industry outlooks, and in-depth thematic research.
Key Responsibilities
- Collaborate with the equity research team to produce and publish analysis on companies and industries
- Provide Buy/Sell/Hold recommendations on a defined coverage universe
- Publish stock reports, research notes, and in-depth actionable thematic and industry research
- Build and maintain DCF models and comparable company analyses to determine whether a company's stock is overvalued or undervalued
- Present findings through internal and external webinars and live events
Skills, Knowledge and Expertise
- 3-5 or more years in equity research or a comparable financial role.
- Experience covering companies within the Financials sector is strongly preferred.
- Bachelor’s Degree required; CFA candidacy or MBA is a significant plus.
- Strong equity valuation analysis and financial modeling skills.
- Excellent written and verbal skills for publishing research and presenting findings.
- High intellectual curiosity, attention to detail, and the ability to meet deadlines in a collaborative environment.
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
About
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Skills Required
- 3-5 or more years in equity research or a comparable financial role
- Bachelor's degree
- Strong equity valuation analysis and financial modeling skills (including DCF and comparable company analysis)
- Excellent written and verbal communication skills for publishing research and presenting findings
- High intellectual curiosity, attention to detail, and ability to meet deadlines in a collaborative environment
- Experience covering companies within the Financials sector
- CFA candidacy or MBA
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The Company
What We Do
CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
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