Hiring: Senior Analyst - Equity Analysis Company: Nasdaq Location: Richmond County, NY Job Posted Time: 2026-09-10 12:26:26 Target Skills & Keywords : CFA, Microsoft Excel, Project Management, Wealth Management About the job Experience: •5+ years of experience in investment research, portfolio analysis, wealth management, asset management, financial services, or a related field. Required Skills: •Conduct and communicate investment research, market analysis, and portfolio insights to clients and internal stakeholders. •Develop, maintain, and present research reports, quantitative analyses, thought leadership content, and client-facing presentations. •Build and manage relationships with financial advisors, asset managers, and strategic partners, serving as a key point of contact for research-related inquiries. •Lead and execute projects that support business growth, client engagement, product development, and operational initiatives. •Support and participate in client events, conferences, webinars, and educational programs, including preparation of content, presentations, and follow-up activities. •Gather market intelligence through ongoing engagement with industry contacts and incorporate findings into research and strategic recommendations. •Monitor developments across financial markets, investment strategies, and industry trends and communicate insights to clients and colleagues. •Partner cross-functionally with cross-functional teams including Sales, Marketing, Product, and Operations to deliver an exceptional client experience. Qualifications: •CFA charterholder or progress toward the CFA designation. •Advanced proficiency in Excel and familiarity with data visualization and presentation tools. •Knowledge of wealth management, managed accounts, ETFs, model portfolios, or advisor-focused investment solutions. •Relationship-oriented with a client-first mindset. •Proactive and self-directed with strong project management capabilities. •Intellectual curiosity and passion for markets and investing. •Comfortable representing the firm in client-facing and industry-facing environments. •Collaborative team player with strong professional presence and communication skills. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!