Planify Capital is a prominent investment firm dedicated to providing innovative financial solutions. We are seeking a detailoriented 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 indepth 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.
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