Equity Research Analyst

Posted 3 Days Ago
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New York, NY, USA
In-Office
150K-200K Annually
Senior level
Fintech • Financial Services
The Role
Produce differentiated sell-side equity research on public and private companies across Healthcare, Technology, and Consumer sectors. Build and maintain financial models, generate investment recommendations, publish reports and thematic research, conduct due diligence and channel checks, engage with management and institutional clients, attend industry events, and support sales and trading with actionable market insights to drive client engagement and revenue.
Summary Generated by Built In

We are seeking a highly motivated and analytical Sell-Side Equity Research Analyst to join our research team covering publicly traded companies within the Healthcare, Technology, and/or Consumer sectors. The ideal candidate will possess strong financial modeling skills, capital markets knowledge, and the ability to produce differentiated investment research for institutional investor clients.

This role requires a professional who can independently conduct fundamental analysis, develop investment theses, communicate effectively with institutional clients, and contribute to the growth and visibility of the firm’s research platform.

Key Responsibilities include but are not limited to:

  • Develop and publish differentiated equity research on publicly traded companies and private securities.
  • Produce high-quality research reports, earnings previews and reviews, industry updates, company initiations, and thematic publications for institutional investors, asset managers, hedge funds, and other market participants.
  • Generate timely investment recommendations and actionable market insights for the Odeon’s Sales and Trading teams to support client engagement and revenue generation.
  • Build, maintain, and enhance detailed financial models, including operating forecasts, valuation analyses, sensitivity scenarios, and comparable company assessments.
  • Analyze financial statements, business fundamentals, capital structures, industry dynamics, competitive positioning, and macroeconomic trends impacting covered companies.
  • Conduct channel checks, due diligence, and independent research to identify investment opportunities and risks.
  • Establish and maintain relationships with corporate management teams, institutional investors, industry experts, and other market participants to enhance research quality and market intelligence.
  • Attend industry conferences, earnings calls, investor meetings, and company events to gather insights and strengthen sector expertise.
  • Contribute to the growth and visibility of Odeon through white papers, sector outlooks, client presentations, and marketing initiatives.

Requirements

Preferred Attributes and Skills

  • Intellectual curiosity and passion for financial markets.
  • Excellent written and verbal communication skills with the ability to articulate complex investment ideas clearly and concisely.
  • Strong analytical, organizational, and time management abilities.
  • Ability to work independently in a fast-paced, deadline-driven environment.
  • Strong attention to detail and high level of accuracy.
  • Ability to synthesize large amounts of information into actionable insights.
  • Entrepreneurial mindset with desire to help grow sector franchise and client relationships.
  • Comfortable interacting with senior executives, institutional investors, and internal leadership teams.
  • Detail-oriented with strong follow-up and capacity to work independently.
  • Commitment to excellence - perform duties at the highest level possible on a consistent basis.

Education and Experience

  • Bachelor’s degree in a related field; MBA a plus.
  • 5+ years of experience in equity research, preferably in a sell-side publishing analyst role.
  • Sector expertise or demonstrated interest in Healthcare, Technology, and/or Consumer industries preferred.
  • Strong financial modeling, accounting, and valuation skills.
  • Proficiency with Excel, PowerPoint, Bloomberg, and/or other financial research tools.
  • Active FINRA licenses including SIE, Series 7, 63, 86, and 87 or willingness to obtain prior to hire.

Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Life Insurance (Basic, Voluntary & AD&D)

This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Odeon Capital Group provides a total compensation package which may include a base salary, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $150,000 to $200,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses.

Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Skills Required

  • Bachelor's degree in a related field
  • MBA
  • 5+ years of equity research experience, preferably sell-side publishing analyst role
  • Sector expertise or demonstrated interest in Healthcare, Technology, and/or Consumer industries
  • Strong financial modeling, accounting, and valuation skills
  • Proficiency with Excel, PowerPoint, Bloomberg, and other financial research tools
  • Active FINRA licenses (SIE, Series 7, 63, 86, 87) or willingness to obtain prior to hire
  • Excellent written and verbal communication skills
  • Ability to work independently in a fast-paced, deadline-driven environment
  • Strong attention to detail, organization, and time management
  • Entrepreneurial mindset and ability to build client relationships
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The Company
HQ: New York, NY
99 Employees
Year Founded: 2008

What We Do

Odeon Capital Group is an independent full-service firm dedicated to providing advice and execution on all fundamental value and catalyst-driven situations through sales & trading, research, investment banking, and asset management. We are not restrained by various investment products and vehicles, rather we focus on value and providing high quality service to our clients. Our knowledge base and backgrounds allow us to be opportunistic throughout the capital structure and throughout asset classes in our goal towards maximizing client value and potential return for the least amount of perceived risk. We have extensive expertise in both traditional and esoteric assets. Our team has discretely placed both large and small volume transactions in every asset class. The depth and extent of our relationships across a wide array of market participants give us the edge to provide the best execution for our clients. We are committed to maximizing value for our clients through in-depth bespoke analysis of sectors, asset classes, and complicated individual securities..

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