Equities Investment Associate | Ashler Capital, Global Equities, Surveyor Capital

1 month ago


US NY NEW YORK PARK Citadel Full time
Investment Associates work closely with Investment Analysts and Portfolio Managers to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst Role.  
Key Responsibilities:
  • Conduct differentiated, bottoms-up fundamental analysis of companies, business models, relevant industry metrics and industries, becoming a go-to expert on a sub-sector of companies
  • Perform detailed valuation, and construct in-depth company financial models in Excel
  • Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager
  • Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage
  • Attend industry conferences and management meetings (includes travel)
  • Identify and analyze relevant industry metrics
  • Evaluate new coverage opportunities

Skillset Requirements:
  • Prior investment banking, private equity, long-only and/or sell-side research experience
  • Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering and/or computer science
  • Passion for fundamental analysis and public markets investing
  • Advanced understanding of accounting/financial statements
  • Valuation experience and excellent Excel modeling skills
  • Excellent analytical and quantitative skills, with strong attention to detail
  • Strong written and oral communication skills 

Opportunities available in New York, Chicago, San Francisco, Greenwich, Boston, Dallas, Miami
In accordance with New York City’s Pay Transparency Law, the base salary range for this role is $125,000 to $150,000. Base salary does not include other forms of compensation or benefits.

  • New York, United States Alliance Global Partners Full time

    Role:Equity Capital Markets Associate for Institutional Sales / Coverage Duties will include:Candidate will develop and seek new Institutional buy side relationshipsCandidate will support senior members on Non-deal and deal roadshowsCandidate to work closely with senior members on book building and seeking demand for active capital markets transactions -...


  • New York, United States CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Overland Park, United States EBW Consulting Full time

    Company Description We are A local Real Estate Development Company. We are looking for experienced Syndicators to raise money for our Current Leawood KS Villa Project along with 5 Senior Living Projects planned over the next 3 years! Role Description This is a part-time hybrid role for an Equity Capital Syndicator at EBW Consulting, LLC. The Equity Capital...


  • Overland Park, United States Ebw Consulting Full time

    Company Description We are A local Real Estate Development Company. We are looking for experienced Syndicators to raise money for our Current Leawood KS Villa Project along with 5 Senior Living Projects planned over the next 3 years! Role Description This is a part-time hybrid role for an Equity Capital Syndicator at EBW Consulting, LLC. The Equity Capital...


  • Overland Park, United States EBW Consulting Full time

    Company DescriptionWe are A local Real Estate Development Company. We are looking for experienced Syndicators to raise money for our Current Leawood KS Villa Project along with 5 Senior Living Projects planned over the next 3 years! Role DescriptionThis is a part-time hybrid role for an Equity Capital Syndicator at EBW Consulting, LLC. The Equity Capital...


  • Overland Park, United States EBW Consulting Full time

    Company DescriptionWe are A local Real Estate Development Company. We are looking for experienced Syndicators to raise money for our Current Leawood KS Villa Project along with 5 Senior Living Projects planned over the next 3 years! Role DescriptionThis is a part-time hybrid role for an Equity Capital Syndicator at EBW Consulting, LLC. The Equity Capital...


  • Overland Park, United States EBW Consulting Full time

    Company DescriptionWe are A local Real Estate Development Company. We are looking for experienced Syndicators to raise money for our Current Leawood KS Villa Project along with 5 Senior Living Projects planned over the next 3 years! Role DescriptionThis is a part-time hybrid role for an Equity Capital Syndicator at EBW Consulting, LLC. The Equity Capital...


  • New York, United States Mason Alexander Full time

    Mason Alexander is running a search to hire an associate for a dynamic investment firm in New York. Our client is the global source of strategic portfolio finance for investors in private equity, having raised $12bn+ in cumulative capital and invested across 100+ investments. They invest via preferred equity and NAV loans to top-tier private equity funds,...

  • Investment Banking

    4 weeks ago


    New York, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Summary** As a seasoned senior banker with extensive client coverage and distribution experience, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and...


  • New York, United States Squarepoint Capital Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and discretionary strategies across public and private financial markets to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research....

  • 2025 Summer Intern

    4 weeks ago


    New York, United States Loop Capital Full time

    Loop Capital's Global Equity Division delivers industry and company-specific fundamental stock analyses, with coverage in oilfield services and equipment, internet, media and entertainment, semiconductors and transportation, to enhance clients’ portfolio decisions. Loop Capital's Equity Research team seeks a summer intern to support Equity Research members...


  • New York, New York, United States SMB Capital Full time

    "You can be better tomorrow than you are today"- Mike Bellafiore, The PlayBookSMB Capital, in a "JV" (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL:...


  • New York, United States Paradigm Capital Management, Inc. Full time

    Paradigm Capital Management, Inc is currently seeking an Equity Research Intern to join our team in Albany, New York during the Summer of 2024.Who we are:Paradigm Capital Management is a women-led SEC-registered investment adviser specializing in small- and smid-cap investing. With approximately $2B under management, Paradigm employs a disciplined,...


  • New York, United States Apollo Full time

    Position Overview At Apollo, we’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, we’re known for our integrated businesses, our strong investment performance, our...


  • New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...


  • New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...


  • New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...


  • New York, United States Syed Capital Full time

    We are seeking a motivated Private Equity Analyst to join our dynamic team. As a Private Equity Analyst, you will play a crucial role in evaluating investment opportunities, conducting daily financial analysis, and monitoring the portfolio of our private equity investments. You will work closely with senior members of the investment team and contribute to...


  • New York, United States Tenfold Search & Advisory Full time

    We are looking for an experienced Associate to be a part of an established investor in the TMT space that has recently raised capital.Our client is an established fund with significant room to grow. It offers a career track for an Associate to work as part of a lean, high-quality team of investors. The fund has a successful track record of top-tier returns...


  • New York, United States DTG Finance & Capital Markets Full time

    Highly reputable hedge fund in New York seeks Equities Analyst to support Portfolio Manager/Partner, head of the Biotech investment team.Group covers both public and private biotech companies research and investments.Among this multi-strategies fund's top operations, this team's investments in biotech domain range from mid to long term, public as well as...