Planify Capital is a prominent investment firm dedicated to providing innovative financial solutions. We are seeking a detail-oriented and analytical Equity Analyst to join our investment team.
Key Responsibilities
- Conduct comprehensive analysis of publicly traded companies, focusing on financial performance, market trends, and competitive positioning.
- Build and maintain detailed financial models to project earnings, cash flow, and valuation metrics.
- Prepare in-depth research reports and investment recommendations for equities in assigned sectors.
- Monitor market developments, earnings announcements, and macroeconomic factors that may impact equity valuations.
- Collaborate with portfolio managers to inform investment strategies and asset allocation decisions.
- Present findings and recommendations to internal teams and clients in a clear and concise manner.
- Participate in company earnings calls and investor meetings to gain insights into business performance and strategy.
Qualifications
- Completion of at least Level 3 of the CFA program is preferred; candidates pursuing further levels are a plus.
- Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.
- Excellent written and verbal communication skills, with the ability to convey complex information effectively.
- Proficient in Microsoft Excel and familiar with financial research tools and databases (e.g., Bloomberg, FactSet).
Preferred Qualifications
- Previous internship or work experience in equity research, investment analysis, or a related field.
- Knowledge of equity markets, investment strategies, and portfolio management principles.
Skills: factset,investment,quantitative skills,analytical skills,financial research tools,research,financial modeling,bloomberg,investment strategies,microsoft excel,valuation,asset allocation,communication skills,valuation techniques
