Equity Research Analyst

Overview

Sage Alpha Capital is a distinguished investment advisory and multi-family office, operating exclusively by invitation. The firm leverages its proprietary Sage Alpha.ai platform to deliver cutting-edge research and insights. With a strong emphasis on innovation and precision, Sage Alpha Capital is dedicated to supporting clients in achieving their financial goals. The company is headquartered in the San Francisco Bay Area.

This is a full-time on-site role for an Equity Research Analyst, located in the San Francisco Bay Area. As an Equity Research Analyst, you will focus on conducting in-depth research, analysis, and evaluation of financial markets and investment opportunities using the Sage Alpha.ai platform. Daily responsibilities include creating financial models, analyzing market data, preparing detailed reports, and providing support for investment decision-making processes.

Collaboration with team members to deliver strategic insights and investment recommendations is a key aspect of this role.

• Strong Analytical Skills and the ability to evaluate complex financial data
• Proficient in Financial Modeling and creating detailed analyses and forecasts
• Solid understanding of Finance and Investments principles
• Experience and expertise in conducting thorough market Research
• Strong attention to detail and problem-solving abilities
• Excellent organizational, communication, and presentation skills
• Proficiency in relevant software tools and platforms, such as Excel and financial databases
• Bachelor's or advanced degree in Finance, Economics, Business, or a related field; CFA designation is a strong advantage