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Judson Group is proud to be retained by a leading $3B AUM Registered Investment Advisor in the search for a dynamic and intellectually curious Equity Research Analyst. This is an opportunity to join a high-performing investment team where rigorous research, thoughtful debate, and disciplined portfolio construction drive meaningful outcomes for private wealth clients.
We are seeking an accomplished investment professional who brings deep expertise in equity research, valuation, performance measurement, and portfolio strategy. The ideal candidate combines strong business judgment with a pragmatic, solutions-oriented mindset and thrives in an environment that values both independent thinking and collaboration.
This position offers a unique platform to influence investment outcomes directly, contribute to a collaborative and disciplined investment process, and engage with sophisticated private wealth clients. You’ll be part of a team that values insight, initiative, and continuous improvement—where your research and perspective will have a tangible impact.
Why You’ll Love This Role:
Your research won’t sit on a shelf; it will directly influence portfolio strategy and client outcomes.
Work alongside senior investment professionals and contribute meaningfully to Investment Committee discussions.
Dive deep into markets, uncover insights, and develop differentiated investment theses.
You’ll have the freedom to pursue your own research ideas while being trusted to deliver results.
Help shape how investment ideas are communicated, building skills beyond pure research.
What You’ll Be Doing:
Conduct comprehensive equity research, developing high-conviction investment ideas and model portfolio recommendations.
Play an active role in shaping portfolio strategy through contributions to the Investment Committee.
Design and execute proprietary research approaches, staying ahead of market trends, sentiment shifts, and emerging opportunities.
Partner closely with Portfolio Managers to rigorously evaluate prospective investments.
Collaborate with senior investment professionals to craft compelling client presentations and reporting materials that clearly articulate investment theses.
What We’re Looking For:
Bachelor’s or Master’s degree in Finance or a related field.
5 years of investment management experience, with a strong foundation in equity research.
CFA designation strongly preferred.
Advanced proficiency in Microsoft Office; familiarity with Bloomberg is a plus.
Exceptional analytical capabilities paired with sound decision-making and acute attention to detail.
Ability to manage multiple priorities independently in a fast-paced, high-expectation environment.
Strong communication skills, with the ability to clearly convey complex investment ideas to both internal stakeholders and clients.
