Job description
Summit Ridge Capital, a premier investment firm based in New York, seeks a highly motivated Investment Analyst to support equity research and portfolio insights. This role offers exposure to dynamic sectors, rigorous financial modeling, and the opportunity to contribute to investment theses that drive value for clients and stakeholders.
The ideal candidate combines analytical rigor with strong communication skills and a collaborative mindset.
Location: New York, NY; Type: Full-time; Benefits include health insurance, 401(k) matching, performance bonuses, and professional development support.
Responsibility
- Conduct in-depth equity research across assigned sectors, building robust financial models to forecast earnings, cash flows, and valuation outcomes.
- Develop investment theses and present findings to the investment committee with clear, data-driven rationale.
- Maintain and enhance financial models (DCF, comparable company analysis, sensitivity analyses) and scenario testing.
- Monitor portfolio holdings and market events, identifying risks and opportunities to adjust strategy.
- Prepare concise investment memos, dashboards, and performance reports for internal stakeholders.
- Source and verify data using Bloomberg, FactSet, Capital IQ, and other industry tools.
- Collaborate with portfolio managers and research analysts to synthesize research into actionable ideas.
- Participate in due diligence for potential investments and assist in deal execution when required.
Qualification
- Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA designation preferred.
- 2–5 years of experience in equity research, investment banking, or asset management.
- Strong financial modeling and valuation skills (DCF, comps, scenario analysis).
- Proficiency in Excel and experience with Bloomberg, FactSet, and Capital IQ; SQL or Python is a plus.
- Excellent written and verbal communication with the ability to present complex ideas clearly.
- Detail-oriented, with strong analytical, problem-solving, and organizational abilities.
- Ability to work independently and as part of a collaborative, cross-functional team.
- Authorized to work in the United States; CFA progress or designation is preferred.