Planify Capital - Equity Analyst

- Planify Capital is a prominent investment firm dedicated to providing innovative financial solutions.

- We are seeking a detail-oriented and analytical Equity Analyst to join our investment team.

Key Responsibilities.

- Conduct comprehensive analysis of publicly traded companies, focusing on financial performance, market trends, and competitive positioning.

- Build and maintain detailed financial models to project earnings, cash flow, and valuation metrics.

- Prepare in-depth research reports and investment recommendations for equities in assigned sectors.

- Monitor market developments, earnings announcements, and macroeconomic factors that may impact equity valuations.

- Collaborate with portfolio managers to inform investment strategies and asset allocation decisions.

- Present findings and recommendations to internal teams and clients in a clear and concise manner.

- Participate in company earnings calls and investor meetings to gain insights into business performance and strategy.

Qualifications:

- Completion of at least Level 3 of the CFA program is preferred; candidates pursuing further levels are a plus.

- Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.

- Excellent written and verbal communication skills, with the ability to convey complex information effectively.

- Proficient in Microsoft Excel and familiar with financial research tools and databases (e. , Bloomberg, FactSet).

Preferred Qualifications.

- Previous internship or work experience in equity research, investment analysis, or a related field.

- Knowledge of equity markets, investment strategies, and portfolio management principles.

Skills: factset,investment,quantitative skills,analytical skills,financial research tools,research,financial modeling,bloomberg,investment strategies,microsoft excel,valuation,asset allocation,communication skills,valuation techniques.