Pasona N A, Inc. · 1 day ago
Equity Research Analyst
New York, NY
Full-time
Onsite
Entry, Mid Level
1+ years expPasona N A, Inc. is seeking a detail-oriented and proactive Equity Research Analyst with approximately 1-5 years of experience in U.S. equity markets. The candidate will support the full investment process, including company and sector research, financial modeling, and preparing investment presentations while collaborating closely with internal and external stakeholders.
Human ResourcesSmall and Medium BusinessesStaffing 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, Economics, Accounting, or a related field; MBA or Master's degree preferred
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
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
Demonstrated ability to work under tight deadlines, particularly during earnings seasons, while managing multiple priorities
Ability to manage multiple projects and deadlines in a fast-paced environment
A flexible team player able to adapt to change
Flexibility to adapt to the management style of Japanese life insurance companies' asset management subsidiaries
Proactiveness to carry out work while communicating with non-native Japanese expatriates
Company
Pasona N A, Inc.
Pasona N A is a staffing and recruiting company that provides temporary staffing and full-time placement services.
201-500 employees
H1B Sponsorship
Pasona N A, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (5)
2022 (1)
2021 (2)
2020 (5)
Funding
Current Stage
Growth StageLeadership Team
Kenji Furushiro
President and CEO
Sayaka Doi
VP of Strategic IT Partner
Company data provided by crunchbase