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Retail Equity Investor jobs in United States
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CapitexAI · 1 month ago

Retail Equity Investor

CapitexAI is seeking a Retail Investment Research Specialist to apply hands-on market expertise in evaluating investment research and decision-making workflows for individual investors. The role involves conducting research on equities and market trends, developing investment theses, and analyzing price movements to enhance investment judgment.
Staffing & Recruiting

Responsibilities

Research equities, sectors, and market trends using public and professional tools
Develop and articulate investment theses with clear catalysts, risks, and timing
Analyze price movements to distinguish signal from noise
Evaluate research outputs for clarity, usefulness, and decision relevance
Simulate investor workflows including idea generation, validation, and monitoring
Identify gaps in reasoning, missing context, or misleading interpretations

Qualification

Equity investingETF investingInvestment researchFinancial data sourcesFinancial screenersMarket platformsTechnical analysisFinancial statementsMacro indicatorsAnalytical judgment

Required

Active participation in equity or ETF investing with independent research habits
Strong ability to explain market movements and investment rationale
Familiarity with financial data sources, screeners, and market platforms
High attention to detail with consistent analytical judgment
Clear, structured written communication of investment reasoning

Preferred

Experience using advanced research tools or financial data platforms
Familiarity with technical analysis, financial statements, or macro indicators
Habit of documenting trades, theses, or portfolio decisions

Company

CapitexAI

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CapitexAI is a talent network that connects professionals with remote opportunities across finance, quantitative research, and analytics.

Funding

Current Stage
Early Stage
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