US Equity Research Analyst - Financial Modelling & Valuation

About this job

About the Role

• We are hiring a US Equity Research Analyst to support fundamental research and portfolio decision-making across US-listed equities (NYSE / NASDAQ).
• The analyst will own daily market screening, build and maintain financial models, and produce written research on companies and sectors under coverage.
• This is a hands-on research role for someone who enjoys digging into earnings, guidance, and estimate revisions - not a data-entry or reporting job.

Daily Market Screening & Monitoring

• Track US market open/close, index moves, sector rotation and macro drivers (Fed policy, rates, inflation prints, jobs data)
• Process daily analyst upgrade/downgrade and rating-change data from sources such as Seeking Alpha, Zacks, and sell-side notes into structured screens
• Flag estimate revisions, guidance changes, and unusual price/volume action in the coverage universe

Financial Modelling & Valuation

• Build and maintain 3-statement models, revenue build-ups, and quarterly earnings models in Excel
• Run DCF, comparable company, and precedent transaction analyses
• Model forward EPS and revenue trajectories; identify inflection points and margin expansion drivers
• Update models post-earnings and reconcile actuals vs consensus

Company & Sector Research

• Read and interpret 10-K, 10-Q, 8-K filings, earnings call transcripts, and investor presentations
• Cover assigned sectors with depth - semiconductors, AI infrastructure, software, and other high-growth US sectors
• Write investment theses, initiation notes, earnings previews/reviews, and thematic sector reports
• Track competitive positioning, TAM, order backlog, book-to-bill, and other operating metrics relevant to the sector

Portfolio & Reporting Support

• Maintain master tracking workbooks for coverage universe and portfolio holdings with defined formatting standards
• Support periodic portfolio reviews - position sizing, conviction tiering, and trim/exit candidate identification
• Prepare dashboards and summary decks for internal investment discussions

Required Skills & Qualifications

• 2-3 years of experience in equity research, investment research, or financial analysis - US market exposure strongly preferred
• Advanced Excel: complex formulas, pivot tables, data structuring, large-workbook management. VBA/Power Query is a plus
• Strong grounding in accounting, valuation, and financial statement analysis
• Ability to read SEC filings and earnings transcripts and extract what matters
• Clear, concise written English - research notes must be readable and decision-useful
• Comfortable with financial data platforms

- Bachelor's or Master's in Finance, Commerce, Economics, or Accounting. MBA (Finance), CFA (any level), CA, or FRM preferred

Good to Have

• Prior coverage of semiconductors, AI/data infrastructure, or US tech
• Experience with Python or SQL for data pulls and screening automation
• Exposure to buy-side or KPO research environments (Evalueserve, Acuity, S&P Global, Moody's, Aranca and similar)

Shift & Work Mode

• US market hours - approximately 5:30 PM to 2:30 AM IST (adjusts with US daylight saving) (subject to change to rotational shifts)
• In-office role based in Hyderabad
• sunday to Friday, aligned to US trading calendar

What We Offer

• Direct ownership of a coverage universe from day one
• Exposure to live portfolio decisions rather than back-office research support
• Structured learning across sectors, valuation methods, and market cycles