Alpha Global Search LLC
Research Analyst – U.S. Equity Investments
Alpha Global Search LLC, New York, New York, us, 10261
An established U.S.-based investment management firm managing long-term institutional capital across public markets. The organization emphasizes fundamental research, disciplined risk management, and collaborative decision-making, with a strong focus on high-quality analysis and clear communication with stakeholders.
Position Overview This role supports the full lifecycle of U.S. equity investments, including company and sector research, financial modeling, portfolio monitoring, and investment committee support. The position offers direct exposure to portfolio managers and senior decision-makers, as well as involvement in investor reporting and cross-border collaboration.
Key Responsibilities Equity Research & Investment Analysis
Conduct fundamental research on U.S. listed companies, including business strategy, financial performance, competitive positioning, and management quality
Build and maintain financial models (DCF, comparables, scenario/sensitivity analysis)
Analyze earnings results, industry trends, and company-specific developments
Prepare investment recommendations and supporting materials
Portfolio Monitoring & Reporting
Monitor portfolio holdings, earnings releases, guidance updates, and material news
Maintain portfolio tracking tools and performance data
Support portfolio reviews, attribution analysis, and performance reporting
Investment Committee Support
Prepare and present materials for investment committee meetings
Clearly articulate investment theses, valuation assumptions, risks, and sector outlooks
Track feedback and ensure timely follow-up
Operations, Risk & Collaboration
Support trade execution, cash flow monitoring, and reconciliation
Assist with compliance, audits, and regulatory reporting
Monitor macro, market, and sector risks impacting the portfolio
Collaborate with investment, risk, legal, and operations teams
Investor & Stakeholder Communication
Prepare investor presentations, portfolio updates, and market commentary
Support consistent and professional investor communications
Work closely with Japanese expatriate colleagues, providing English-language support
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA or Master’s preferred)
1–5 years of experience in equity research, asset management, or related roles
Strong financial modeling and analytical skills
Excellent written and verbal communication skills
Proficiency in Excel, PowerPoint, Bloomberg, and financial databases
CFA or progress toward CFA is a plus
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Position Overview This role supports the full lifecycle of U.S. equity investments, including company and sector research, financial modeling, portfolio monitoring, and investment committee support. The position offers direct exposure to portfolio managers and senior decision-makers, as well as involvement in investor reporting and cross-border collaboration.
Key Responsibilities Equity Research & Investment Analysis
Conduct fundamental research on U.S. listed companies, including business strategy, financial performance, competitive positioning, and management quality
Build and maintain financial models (DCF, comparables, scenario/sensitivity analysis)
Analyze earnings results, industry trends, and company-specific developments
Prepare investment recommendations and supporting materials
Portfolio Monitoring & Reporting
Monitor portfolio holdings, earnings releases, guidance updates, and material news
Maintain portfolio tracking tools and performance data
Support portfolio reviews, attribution analysis, and performance reporting
Investment Committee Support
Prepare and present materials for investment committee meetings
Clearly articulate investment theses, valuation assumptions, risks, and sector outlooks
Track feedback and ensure timely follow-up
Operations, Risk & Collaboration
Support trade execution, cash flow monitoring, and reconciliation
Assist with compliance, audits, and regulatory reporting
Monitor macro, market, and sector risks impacting the portfolio
Collaborate with investment, risk, legal, and operations teams
Investor & Stakeholder Communication
Prepare investor presentations, portfolio updates, and market commentary
Support consistent and professional investor communications
Work closely with Japanese expatriate colleagues, providing English-language support
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA or Master’s preferred)
1–5 years of experience in equity research, asset management, or related roles
Strong financial modeling and analytical skills
Excellent written and verbal communication skills
Proficiency in Excel, PowerPoint, Bloomberg, and financial databases
CFA or progress toward CFA is a plus
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