Equity Research Analyst

Title Equity Research Analyst Location Madison , WIClassification

Full-Time

Background Based in Wisconsin’s capital city since its founding in 1974, Madison has grown from a local firm into a nationally recognized asset manager entrusted with assets across a suite of mutual funds, managed accounts and customized portfolios.

The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. For more information, please visit (Use the "Apply for this Job" box below). Position Description We are seeking a highly motivated Equity Research Analyst to join our team in Madison, Wisconsin.

The ideal candidate will have prior experience supporting a senior analyst in covering large-cap stocks. Experience covering Industrials and/or Financials would be helpful. This role is a unique opportunity to contribute to our investment process by providing indepth, fundamental research. We are looking for someone who is curious, analytical, independent, a strong communicator, and self-motivated, with high integrity.

• Conduct in-depth fundamental research on large-cap public companies.
• Build and maintain detailed financial models including income statements, balance sheets, cash flow statements, and valuation models (e.g., DCF, comparable company analysis, sum-of-the-parts).
• Generate and recommend new investment ideas by identifying key trends, catalysts, and risks.
• Write detailed research reports and present findings to senior portfolio managers and the investment team.
• Monitor existing investments and update research as new information becomes available.
• Stay current on industry news, regulations, and competitive landscapes to inform research and analysis.
• Collaborate with senior staff from the Investment Management team to support their research needs.

Required Qualifications:

The ideal candidate will possess the following attributes/skills:

• Bachelor's degree required in Finance, Economics, Accounting, or a related field.
• 2+ years of relevant experience as an equity research analyst, preferably covering the Industrial and/or Financial sectors.
• Relocation to Madison, WI
• Advanced proficiency in financial modeling and valuation techniques.
• Superior communication skills, both verbal and written, with the ability to articulate complex financial concepts clearly and concisely.
• Exceptional analytical and critical thinking skills with a strong attention to detail.
• Proven ability to work independently and manage multiple research projects simultaneously.
• Strong working knowledge of financial data platforms such as Bloomberg, and Fact Set.
• Proficiency in the Microsoft Office suite, particularly Excel and PowerPoint.

Compensation is commensurate with experience.