Equity Research Associate

Fundstrat Global Advisors
 150 East 52nd St, 31st Floor New York, NY 10022
  •  Entry Level
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We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottoms-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.

Fundstrat Global Advisors is looking for an entry level Equity Research Associate.

The ideal candidate should be hard working, enthusiastic and very detail oriented, with a passion for equities and interest in macro strategy, quantitative and technical analysis/research.


The successful candidate’s primary responsibilities will be to support Fundstrat’s research team to:

  • Develop, update and maintain presentations, databases and spreadsheets that require daily/weekly/monthly attention.
  • Independently execute research analyses based on broadly defined criteria (includes ad hoc studies, and extensive model backtesting and optimization).
  • Assist our Senior Technical Strategist to build, maintain and run research and client chart files on a daily/weekly basis.
  • Compile data and format reports for distribution and/or to send to clients; manage research publication distribution via CRM system.


Desired Skills

  • R, Matlab, Python, SQL, VBA, Excel, Bloomberg
  • Basic understanding of finance and ability to read company financial statements
  • Strong oral and written communication skills