Qualitative Equity Research Analyst

Posted 4 Days Ago
Be an Early Applicant
New York City, NY, USA
Hybrid
65K-80K Annually
Junior
Fintech • Payments • Financial Services
The Role
The Qualitative Equity Research Analyst will support building and maintaining a database of publicly traded companies, conduct thematic research, and collaborate on data automation and index development.
Summary Generated by Built In
About Syntax Data
Syntax is a data and technology provider to the financial services industry. The company offers a range of unique data sets for public and private companies that organize the global economy based on systems theory. Data is delivered via complete database solutions ,consulting services, indices, and turnkey technology platforms.
 
About the Role
The Classification team at Syntax provides high quality data that enables our clients, including asset managers, registered investment advisors, and institutional investors, to make informed investment decisions with conviction. As a Qualitative Equity Research Analyst, you will support the building and maintenance of Syntax’s database of publicly traded companies by leveraging sources such as regulatory filings, industry reports, and proprietary research tools. This data is used internally by Syntax’s Index Development department to build financial indices, as well as externally by clients who license this data to create their own products or augment their analytics. Once a fundamental understanding of the database and proficiency at classification are achieved, this role will entail creating investment products customized to client requests, working on process improvement projects, and increasing the comprehensiveness of the dataset.

Responsibilities will include:

  • Conduct thematic research using publicly available sources
  • Proactively search for new data and information sources, continuously refining our database and research processes
  • Generate original research ideas and identify new opportunities for index development
  • Collaborate with the software development team to automate data collection and validation processes and improve data content, making the system more robust and efficient
  • Participate in client meetings related to product requests and demos
  • Develop ever-increasing expertise on core industries

The ideal candidate will have:

  • Undergraduate or Master's degree in Business, Economics, International Affairs, or a research-focused liberal arts subject
  • Up to 2 years of experience
  • Strong qualitative research skills, with the ability to organize and absorb large amounts of information. Keen attention to work quality/detail is a must
  • Adept at managing multiple projects, adhering to deadlines, and adjusting priorities in a fast-paced environment
  • Collaborative mindset, strong interpersonal skills, and eagerness to contribute to our team-oriented culture
  • Resourceful and capable of executing tasks/solving problems with autonomy
  • Quick learner with a commitment to hard work and intellectual curiosity
  • Familiarity with financial statements and annual reports

Learn more at syntaxdata.com

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The Company
New York, New York
56 Employees

What We Do

Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data. Syntax operates through three segments: Affinity® Data, Syntax Direct℠, and Syntax Indices. Using its patented FIS® technology inspired by systems sciences, the Affinity® Data segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Syntax Direct℠ segment then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Syntax Indices segment offers customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products

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