Remote P/T Equity Analyst- Financial Modeling

  • 93600
  • New York, NY, USA
  • Permanent, Full time
  • The Mom Project
  • 14 Feb 19

Amazing Opportunity to Join an Investment Team on a P/T basis and work remote! Ideal for work/life integration. Must have industry experience and advanced modeling skills.

The Research Associate supports investment professionals on the Research team. Reporting to the Director of Research, the Associate summarizes, analyzes and updates information on public companies being considered for investment. Assignments are directed by one or more Analysts on the Research team. The ideal candidate is an intrinsically motivated team player who sets high expectations for him/herself and has a passion for analyzing great businesses. 


  • Creating and updating financial models with a focus on accuracy, thoughtfulness and consistent formatting 
  • Helping with the analysis of industry structures and competitive dynamics, including creating comp tables on peers 
  • Quarterly earnings spreadsheet updates and email summaries 
  • Writing notes and summaries of earnings updates and other 
  • communications from company management 
  • Collecting and organizing KPIs to inform the investment analysis 
  • Data analysis, including screening work with Factset, CapitalIQ or 
  • Bloomberg, consolidating and tracking industry and census data, and maintenance of watch lists 


  • A minimum of four years of related experience and a bachelor’s degree are required 
  • Track record of regularly creating and updating a high volume of complex financial models 
  • Strong accounting, financial and industry-level competitive strategy analysis skills 
  • Excellent written and verbal communication skills 
  • Self-starter and ability to work independently 
  • Track record of effectively managing multiple priority assignments 
  • Highest degree of integrity, professionalism and confidentiality