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Titan America · 13 hours 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 with a mission to increase our generation’s compound growth rate. As an Equity Investment Analyst, you will play a decision-making role in equity-based investment strategies, conducting research, building financial models, and proposing investment recommendations.

Real Estate

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 toolsIntellectual curiosityWritten communicationVerbal communicationAttention to detail