Actus Consulting Group, Inc. - Japanese Recruiting Agency · 1 month ago
U.S. Equity Investments Research Analyst (sell-side) #12469
NYC Metro Area
Full-time
Onsite
Entry, Mid Level
$100K/yr - $130K/yr
1+ years expActus Consulting Group, Inc. is a Japanese asset management company seeking a U.S. Equity Investments Research Analyst. The role involves conducting detailed equity research, financial modeling, and preparing investment recommendations while collaborating closely with internal teams and external stakeholders.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Conduct comprehensive fundamental research on listed companies, including strategy evaluation, financial performance, management quality, and alignment of interests with shareholders
Analyze financial statements, earnings drivers, industry positioning, and competitive dynamics
Develop and maintain detailed financial models to assess company valuations, cash flow projections, and scenario/sensitivity analyses
Coordinate with external research providers, sell-side analysts, and consultants to validate assumptions and enhance investment decision-making
Prepare investment recommendation materials and support the execution of trades and investment approvals
Monitor ongoing performance of covered companies, including earnings releases, guidance updates, and material news flow
Maintain and update portfolio tracking tools and databases to ensure accurate and timely reporting
Identify and escalate deviations from expected performance, operational issues, or material changes in company strategies
Assist in preparing periodic portfolio reviews and attribution analysis for senior management and stakeholders
Prepare detailed presentation materials for IC meetings, including investment rationale, risk analysis, sector outlook, and valuation scenarios
Present investment opportunities and respond to questions from committee members with clarity and professionalism
Track IC feedback and ensure follow-up actions are completed in a timely manner
Monitor and forecast portfolio cash flows (dividends, share buybacks, corporate actions)
Coordinate trading activities with portfolio managers, custodians, and operations teams, and execute actual equity trades as required
Ensure accurate reconciliation of holdings, valuations, and risk exposures
Support audits, compliance checks, and regulatory filings as required
Participate in regular research meetings with portfolio managers to discuss new investment ideas
Present stock recommendations in meetings where potential new holdings are evaluated, including preparing and delivering clear investment theses, valuation analyses, and risk assessments
Document meeting outcomes and follow up on action items with relevant stakeholders
Collaborate with internal and external research providers to refine investment strategies based on market trends and portfolio objectives
Conduct market research, sector studies, and scenario analysis to support strategic planning
Prepare professional presentation materials for investor meetings, including portfolio updates, performance summaries, and strategic outlooks
Support investor relations by responding to inquiries and providing timely updates on fund performance and market developments
Coordinate with senior management to ensure consistency and accuracy in investor communications
Assist in the development of investor reports and marketing materials
Support the development and implementation of risk management frameworks for equity investments, including both qualitative and quantitative assessments
Monitor macroeconomic, market, and sector-specific risks that may impact portfolio performance
Collaborate with internal risk and compliance teams to ensure adherence to investment guidelines and regulatory requirements
Document and maintain risk registers and mitigation strategies for each investment to propose
Conduct risk analysis utilizing risk management tools to quantify exposures and enhance decision-making
Work closely with internal investment, legal, finance, and operations teams to ensure smooth execution of investment processes
Liaise with sell-side analysts, consultants, and external research providers to gather market intelligence, validate assumptions, and support investment decisions
Maintain organized documentation and communication records for audit and compliance purposes
Communicate effectively in English with Japanese expatriates to support business operations and ensure alignment on investment activities
Participate, as necessary, in internal cross-departmental meetings as well as Equity Team discussions to ensure alignment and effective communication of investment activities
Qualification
Required
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
Approximately 1-5 years of experience in equity research, investment management, or related buy-side or sell-side roles
Strong analytical skills with expertise in financial modeling, valuation techniques (DCF, comparables, scenario/sensitivity analysis), and fundamental research
Ability to generate differentiated investment ideas and clearly articulate the investment thesis and risks
Excellent written and verbal communication skills for preparing internal investment memos, presenting to portfolio managers and investment committees, and communicating investment views to investors
Proficiency in Microsoft Excel, PowerPoint, Bloomberg, Barra, or other financial databases
Familiarity with U.S. equity markets, sector dynamics, and company-specific drivers
Detail oriented, proactive and able to excel in a highly collaborative team
Flexibility to adapt to the management style of Japanese life insurance companies' asset management subsidiaries
Proactiveness in carrying out tasks while communicating with Japanese expatriates who are non-native English speakers
Preferred
MBA or Master's degree
Experience in stock selection, sector coverage or supporting portfolio managers with investment recommendations
Professional certifications such as CFA or similar
Deep knowledge of a specific industry sector, developed through prior practical experience
Comfortable engaging with senior investment professionals, corporate management teams, sell-side analysts, external advisors
Japanese language skills are not required, but they are a strong plus
Benefits
Health
Dental
PTO
401K
Holiday pay
Others
Company
Actus Consulting Group, Inc. - Japanese Recruiting Agency
🌐 Actus Consulting is a trusted recruitment partner specializing in cross-cultural and bilingual talent acquisition.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Takeo Suzuki
President & CEO
Company data provided by crunchbase