Confidential · 22 hours ago
Vice President Equity Research
New York, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expConfidential company is seeking a Vice President for Equity Research to act as an internal equity analyst. This role is deeply research-driven and analytically focused, with primary responsibility for fundamental valuation, financial and operating model development, and industry benchmarking.
Marketing & Advertising
Responsibilities
Build and maintain bottom-up financial models (DCF, trading comps, transaction comps)
Perform long-term scenario analysis to assess valuation sensitivity to operating, market, and capital structure changes
Independently assess whether the company is fairly valued, undervalued, or structurally constrained, from an investor perspective
Conduct continuous peer group analysis across growth, margin structure, unit economics, capital intensity, and valuation multiples
Track public market expectations and identify where internal views diverge from market reality
Provide executive-ready insight on competitive positioning and relative valuation drivers
Serve as an internal advisor on strategic initiatives, including acquisitions, divestitures, large investments, and new business lines
Prepare investment-style memos evaluating ROI, risk-adjusted returns, and capital efficiency
Support management in capital allocation decisions through an objective, research-based lens
Act as a thought partner to the CFO and CEO, bringing an external investor mindset into internal discussions
Translate complex financial and operating data into clear, decision-oriented insights (not marketing narratives)
Proactively identify blind spots, downside risks, and structural concerns before they surface externally
Qualification
Required
10+ years of experience in Equity Research, Buy-side investing, or fundamental investing roles
Strong foundation in valuation, modeling, and financial analysis
Experience covering public companies in a research or investment capacity
Deep comfort with financial models — this is a hands-on analytical role, not a managerial-only position
Ability to think independently and challenge management assumptions constructively
Investor-grade judgment with strong intellectual honesty
Clear, structured communicator with the ability to present complex insights to senior executives
Preferred
Exposure to strategic finance or corporate decision-making is a plus, but research rigor comes first
Company
Confidential
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Silicon Valley, California US, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Roshan Syed
Global Talent Partner
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