Description

We are seeking a highly motivated Equity Research Analyst to join our team in Madison, Wisconsin. The ideal candidate will have prior experience supporting a senior analyst in covering large-cap stocks. Experience covering Industrials and/or Financials would be helpful. This role is a unique opportunity to contribute to our investment process by providing in-depth, fundamental research. We are looking for someone who is curious, analytical, independent, a strong communicator, and self-motivated, with high integrity.

Duties:

• Conduct in-depth fundamental research on large-cap public companies.
• Build and maintain detailed financial models including income statements, balance sheets, cash flow statements, and valuation models (e.g., DCF, comparable company analysis, sum-of-the-parts).
• Generate and recommend new investment ideas by identifying key trends, catalysts, and risks.
• Write detailed research reports and present findings to senior portfolio managers and the investment team.
• Monitor existing investments and update research as new information becomes available.
• Stay current on industry news, regulations, and competitive landscapes to inform research and analysis.
• Collaborate with senior staff from the Investment Management team to support their research needs.

Requirements

The ideal candidate will possess the following attributes/skills:

• Bachelor's degree required in Finance, Economics, Accounting, or a related field.
• 2+ years of relevant experience as an equity research analyst, preferably covering the Industrial and/or Financial sectors.
• Relocation to Madison, WI
• Advanced proficiency in financial modeling and valuation techniques.
• Superior communication skills, both verbal and written, with the ability to articulate complex financial concepts clearly and concisely.
• Exceptional analytical and critical thinking skills with a strong attention to detail.
• Proven ability to work independently and manage multiple research projects simultaneously.
• Strong working knowledge of financial data platforms such as Bloomberg, and FactSet.
• Proficiency in the Microsoft Office suite, particularly Excel and PowerPoint.