Stephens · 1 month ago
Equity Analyst
United States
Full-time
Remote
Entry, Mid Level
2+ years expStephens is a company that focuses on investment decisions through rigorous research and analysis. The Equity Analyst will build financial models, evaluate industry conditions, and deliver insights to inform portfolio strategies while collaborating closely with leadership and the portfolio management team.
BankingFinanceFinancial Services
Responsibilities
Construct and analyze financial models on public companies
Maintain communication with sell-side analysts
Meet with company management teams, in order to gain insight into their business models and form opinions about growth prospects
Assist other analysts and portfolio managers as needed with fundamental research
Monitor economic conditions and data, and contribute to the portfolio management team’s analysis of the economy
Meet with clients and consultants of SIMG, in order to be able to convey current portfolio positioning, performance, and market conditions
Performs other duties as assigned by management
Qualification
Required
Bachelor's degree in a related field
2+ years of related experience and/or training
Equivalent combination of education and experience
Excellent verbal, written and organizational skills and strong attention to detail
Self-motivated with the ability to work independently in a fast-paced environment
Ability to prioritize and handle multiple tasks simultaneously
Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
Process management skills
Establish and maintain effective working relationships at all levels of the organization
Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required
Ability to maintain confidentiality
Demonstrated reliability in attendance and work performance
Preferred
Chartered Financial Analyst (CFA) preferred
Company
Stephens
Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jason Fair
Senior Vice President
Joshua McCord
Vice President- Financial Consultant
Recent News
Talk Business & Politics
2026-05-19
2026-05-04
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