Job Description
Elevate Your Career at the Intersection of Data and Finance
Equitas Financial Partners is seeking a high-caliber Senior Investment Strategy Analyst to join our premier New York office. In this high-visibility role, you will leverage sophisticated quantitative models and deep market insights to drive alpha for our institutional clients. We offer a culture of excellence, access to cutting-edge financial technology, and a direct path to leadership within the global banking sector.
As a key member of our Global Strategy team, you will be responsible for distilling complex economic trends into actionable investment narratives. If you thrive in high-stakes environments and possess a relentless drive for precision, Equitas provides the platform for your next professional evolution.
Responsibilities
- Lead deep-dive fundamental and quantitative research on global equity and fixed-income markets.
- Develop and maintain complex financial models to project earnings, valuation metrics, and risk parameters.
- Collaborate with Senior Portfolio Managers to execute strategic asset allocation and rebalancing.
- Prepare and present high-impact market outlook reports to the Executive Investment Committee.
- Monitor portfolio risk exposure using advanced analytics, VAR models, and stress-testing methodologies.
- Mentor junior analysts to maintain high-quality data integrity and analytical standards across the firm.
Qualifications
- 7+ years of professional experience in investment banking, private equity, or asset management.
- CFA Charterholder designation is required.
- Master’s degree in Finance, Economics, or Quantitative Mathematics from a top-tier institution.
- Expert-level proficiency with Bloomberg Terminal, FactSet, and Python/VBA for financial modeling.
- Proven track record of delivering superior risk-adjusted returns in a professional setting.
- Exceptional executive presence with the ability to distill complex data into actionable insights for stakeholders.