precise process.
exceptional pace.

Equity Analyst

Reference Number: DW5844
Location: Boston, Massachusetts

The Judson Group has partnered with a respected RIA in the search for an Equity Analyst. The ideal candidate will have general equity analysis experience and specialized expertise in financials would be highly valued.


• Responsible for analysis of financial statements, review of outside research, and interaction with various companies and industry contacts.

• Develop and maintain a recommended list within assigned sectors and actively make recommendations for the equity portfolios.

• Collaboratively work with research team to monitor existing holdings.

• Research new investment ideas and methodologies for equity portfolio consideration.

• Educate and influence others through written and oral presentations on assigned coverage area.


• Minimum 3 years’ equity research experience required.

• BA/BS preferably in Finance or a related field; CFA highly desired.

• Strong Bloomberg, FactSet or comparable tool knowledge and experience.

• Ability to develop and refine complex financial models, analytical processes and methodologies.

• Able to work under pressure and meet deadlines in a fast-paced, demanding environment.


Commensurate with experience.


Boston, Massachusetts

Ready to take the next step in your career?  Email your resume in MS Word format to A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.