Portfolio Manager, Equity

Posted 28 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
140K-240K Annually
Mid level
Fintech • Financial Services
The Role
Develops expertise across equity sub-industries, covers 60–80 securities, and generates differentiated investment ideas. Responsibilities include fundamental equity research, financial statement analysis, three-statement modeling, forecasting, DCF and comparable-company valuation, SEC filing review, primary research, management engagement, and delivering actionable recommendations to portfolio managers. The role also requires maintaining industry relationships and sourcing and reconciling data using Bloomberg and FactSet.
Summary Generated by Built In
Job Description:

Job Title: Portfolio Manager, Equity

Location: New York, NY

Overview

DWS Investment Management Americas, Inc. seeks a Portfolio Manager, Equity in New York, NY to develop and maintain expertise across selected sub-industries within the investment universe, actively covering 60-80 securities and consistently generating differentiated, alpha-driven investment ideas. Requires a Bachelor’s degree in Economics, Finance, or related field or equivalent, and three (3) years of experience in equity research covering TMT-related industries, including global technology, media, and AI; identifying investment and research opportunities within the technology, media, and telecommunications space and delivering timely, actionable recommendations to portfolio managers based on research in public disclosures, regulatory filings, sell side research, management meetings and expert consultations; analyzing corporate financial statements, including income statements, balance sheets, and cash flow statements to assess company performance and financial health; building and maintaining detailed company and industry-level financial models to translate complex data into concise, decision-ready insights; building full three statement models with scenario and sensitivity analysis and long term forecasting for high growth technology companies; performing valuation analyses, including Discounted Cash Flow (DCF) modeling, comparable company analysis (trading comps), and historical multiple analysis; conducting fundamental equity research, including company level due diligence using SEC filings (10-K, 10-Q, 8-K), earnings call transcripts, investor presentations, and primary research; establishing long term relationships with industry colleagues including corporate management teams, sell side researchers, and industry contacts for up-to-date insights on industry and company trends; and working with financial data platforms including Bloomberg and FactSet to source and reconcile financial data. Salary range: $140,000.00 – $240,000.00/year. This position is eligible for Deutsche Bank's Employee Referral Incentive Program.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Skills Required

  • Bachelor's degree in Economics, Finance, or a related field, or equivalent
  • Three years of experience in equity research covering TMT-related industries, including technology, media, and AI
  • Experience identifying investment and research opportunities in the technology, media, and telecommunications sectors
  • Ability to analyze income statements, balance sheets, and cash flow statements
  • Experience building company-level and industry-level financial models
  • Experience building three-statement models with scenario, sensitivity, and long-term forecasting analysis
  • Experience performing DCF, comparable-company, and historical-multiple valuation analyses
  • Experience conducting fundamental equity research using SEC filings, earnings transcripts, investor presentations, and primary research
  • Ability to establish relationships with corporate management teams, sell-side researchers, and industry contacts
  • Experience using Bloomberg and FactSet to source and reconcile financial data

Deutsche Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.

  • Healthcare Strength — Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
  • Leave & Time Off Breadth — Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
  • Retirement Support — Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.

Deutsche Bank Insights

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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