Equity Analyst

Company Description

Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations. The Firm currently manages over $12.5 billion in equity, fixed income and alternative investments. Our team of portfolio managers average 35 years of experience and work directly with each client to determine their investment goals and objectives.

Role Description

This is a full-time, on-site position based in New York, NY for an Equity Analyst. The Analyst will contribute to the team’s coverage of the Financials sector, broadly defined to include Digital Assets, Alternative Asset Managers, Payments, and Fintech Software, while also supporting firm-wide investment research initiatives. The Analyst will take full ownership of their coverage universe and will have direct exposure to the Portfolio Management team – including developing and pitching new ideas to the group. 

The Equity Research Analyst responsibilities include the following but are not limited to:

• Conduct fundamental equity research on companies within the Financials sector, including Digital Assets, Alternative Asset Managers, Payments, Banks, and Fintech Software
• Maintain detailed financial models and valuation analyses
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team
• Monitor portfolio holdings, industry developments, earnings releases, and regulatory changes across covered sectors
• Synthesize information from earnings calls, SEC filings, expert network interviews, and industry conferences
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas
• Present investment recommendations and sector updates to the broader investment team
• Support ad hoc research projects across the firm as needed

Qualifications

• Bachelor’s degree required, concentration in Finance, Economics, Accounting, or a related field preferred
• 3–7 years of experience in equity research, investment analysis, or a related investment role (buy-side or sell-side)
• Financials sector experience is not required – strong fundamental research skills and a willingness to develop sector expertise are what matter most
• Strong financial modeling and valuation skills (comparable company analysis, sum-of-the-parts)
• Excellent analytical, written, and verbal communication skills
• Proficiency in Excel, Bloomberg/FactSet, and financial databases
• Strong use of AI tools and excited about incorporating AI into the investment research process
• Progress toward CFA designation is a plus but not required
• Intellectually curious, self-directed, and comfortable working in a collaborative, fast-paced environment
• Attention to detail with a strong sense of ownership over work product

Salary Range

$175,000-$225,000

The actual compensation offered will depend on factors including but not limited to the candidate's experience, qualifications, and skills. This range reflects total anticipated compensation, inclusive of base salary and discretionary bonus.

Employee Benefits

Competitive employee benefits package, including Employer Health Insurance Plan, Employer contributed HSA, Vacation and Sick Time, and 401K Plan 

Williams Jones Wealth Management, LLC (“Williams Jones”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. This posting is provided for informational and recruiting purposes only, does not constitute investment advice, and should not be construed as an offer to provide advisory services. Williams Jones is an equal opportunity employer and does not discriminate on the basis of any legally protected characteristic.