Research Analyst – U.S. Equity Investments

We are seeking a detail-oriented and proactive Equity Research Analyst with approximately 1-5 years of experience in U.S. equity markets. The candidate will be responsible for supporting the full investment process, including company and sector research, financial modeling, valuation analysis, and preparation of investment committee presentations. The role also includes monitoring covered companies, engaging with corporate management teams and sell-side analysts, and providing timely recommendations to portfolio managers.

In addition, the role will contribute to investor-facing activities by preparing portfolio updates, performance summaries, and strategic outlook materials, ensuring consistency and clarity in communications with stakeholders. The position also requires close collaboration with Japanese expatriates, including providing English-language support. Strong communication and organizational skills are essential for working effectively with internal teams, external stakeholders, and investors.

• Equity Research & Investment Execution
• Conduct comprehensive fundamental research on listed companies, including strategy evaluation, financial performance, management quality, and alignment of interests with shareholders.
• Analyze financial statements, earnings drivers, industry positioning, and competitive dynamics.
• Develop and maintain detailed financial models to assess company valuations, cash flow projections, and scenario/sensitivity analyses.
• Coordinate with external research providers, sell-side analysts, and consultants to validate assumptions and enhance investment decision-making.
• Prepare investment recommendation materials and support the execution of trades and investment approvals.
• Portfolio Monitoring & Reporting
• Monitor ongoing performance of covered companies, including earnings releases, guidance updates, and material news flow.
• Maintain and update portfolio tracking tools and databases to ensure accurate and timely reporting.
• Identify and elevate deviations from expected performance, operational issues, or material changes in company strategies.
• Assist in preparing periodic portfolio reviews and attribution analysis for senior management and stakeholders.
• Investment Committee (IC) Support
• Prepare detailed presentation materials for IC meetings, including investment rationale, risk analysis, sector outlook, and valuation scenarios.
• Present investment opportunities and respond to questions from committee members with clarity and professionalism.
• Track IC feedback and ensure follow-up actions are completed in a timely manner.
• Trade & Portfolio Operations
• Monitor and forecast portfolio cash flows (dividends, share buybacks, corporate actions).
• Coordinate trading activities with portfolio managers, custodians, and operations teams, and execute actual equity trades as required.
• Ensure accurate reconciliation of holdings, valuations, and risk exposures.
• Support audits, compliance checks, and regulatory filings as required.
• Research & Strategy Development
• Participate in regular research meetings with portfolio managers to discuss new investment ideas.
• Present stock recommendations in meetings where potential new holdings are evaluated, including preparing and delivering clear investment theses, valuation analyses, and risk assessments.
• Document meeting outcomes and follow up on action items with relevant stakeholders.
• Collaborate with internal and external research providers to refine investment strategies based on market trends and portfolio objectives.
• Conduct market research, sector studies, and scenario analysis to support strategic planning.
• Investor Presentation & Reporting
• Prepare professional presentation materials for investor meetings, including portfolio updates, performance…