Equity Analyst

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Business Operations: Use keen critical thinking skills to evaluate business processes to discover areas for improvement. Typically requires collaboration with key stakeholders, development of process-improvement procedures, and implementation of strategies to achieve desired outcomes. May also require project management and performance monitoring. Financial Operations: Employ strong analytical skills to evaluate financial data, identify financial performance trends, assess financial risk, and make recommendations. Typically requires creating financial models, forecasting budgets and expenses, and researching economic conditions.

Examine and validate data for accuracy and relevance utilizing varied statistical and analytical models. Liaise organization’s leadership to report and present data findings. Conduct research, collect, and analyze relevant information. Develop tools and protocols for collection of data to assure quality collection. Identify erroneous or questionable data via established and trusted protocols, methods, and procedures. Identify any problems with protocols and recommend course corrections.

This role provides strategic vision and advice to the president. And steps in as the acting president when the president is not in office. Must have enough accounting and finance knowledge to give input on the overall condition of the market and the feasibility of the company’s plans. Ability to negotiate contracts and agreements. Develop and implement management strategies and processes. Must have impeccable communication skills. Ability to prioritize without supervision and delegate tasks effectively. Create a performance-based culture and track all KPIs of all departments. Step in and provide insight to solve roadblocks and keep the company on track to meet its annual targets.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.