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Titan · 2 days ago

Investment Analyst

New York, NY

Full-time

Onsite

Mid Level

$100K/yr - $200K/yr

3+ years exp

Titan is an award-winning wealth manager on a mission to democratize wealth management through technology. As an Equity Investment Analyst, you will conduct investment research, build financial models, and propose investment recommendations to the Chief Investment Officer and team.

BankingFinancial ServicesFinTech

Diversity & Inclusion

Responsibilities

Conduct fundamental primary research involving business/industry breakdowns, expert calls (customers, suppliers, competitors), and more

Build financial and operating models for new and existing portfolio holdings (income statement, balance sheet, cash flow statement, KPI build, summary financials & valuation math)

Propose portfolio construction (e.g., holdings, weightings, sizing up/down) rooted in rigorous quantitative and fundamental research

Monitor daily events, news flow, competitive dynamics, risk metrics (e.g., beta, factor exposures, asset allocation tilts) across investment strategies

Create and contribute to investment communications, including quarterly and annual letters, trade updates, and other written materials for client distribution

Qualification

Investment experienceFinancial modelingValuation skillsFinancial analysis toolsQuantitative analysisIntellectual curiosityPassion for investingCreative researchWritten communicationAttention to detail