Equity Analyst

We are seeking a highly motivated and analytical Equity Analyst / Junior PM to join our equity team. The team is dedicated to deep, long-term fundamental research, with a focus on public equities. We value curiosity, intellectual honesty, and foster a collaborative, goal-oriented culture. The ideal candidate will be passionate about investing and eager to contribute to our research-driven approach. We offer competitive performance-based compensation.

• Conduct in-depth research on public equities, integrating traditional valuation models with analysis of value chains, competitors, and industry dynamics.
• Develop and maintain proprietary in-house data sets and analytical tools to validate and track investment theses.
• Engage in field work, including company visits, industry conferences, and meetings with experts to gather unique insights.
• Collaborate with the investment team to refine investment ideas and contribute...