Equity Research Vice President (Technology / FinTech / CleanTech)
Company Overview
Our client is a leading middle-market investment bank with a well-established equity research platform and strong institutional investor relationships. The firm provides comprehensive research, sales & trading, and investment banking services across a variety of growth-oriented sectors. With a collaborative culture and a commitment to delivering differentiated, high-quality research, the firm is continuing to invest in its equity research franchise.
This opportunity offers the chance to join a growing research team covering the Technology, FinTech, or CleanTech sectors, working alongside experienced senior analysts and engaging directly with institutional investors, company management teams, and internal stakeholders.
Role Summary
We are seeking an experienced Equity Research Vice President to join a high-performing research team based in either Chicago or New York City. The Vice President will play a critical role in supporting and expanding coverage across Technology, FinTech, or CleanTech companies.
The successful candidate will be responsible for fundamental research, financial modeling, valuation analysis, report writing, client engagement, and mentoring junior team members. This individual will serve as a key contributor to investment recommendations and thought leadership while helping maintain and enhance the firm's research product.
Key Responsibilities
Research & Analysis
- Conduct fundamental research on publicly traded companies within the Technology, FinTech, or CleanTech sectors.
- Build and maintain detailed financial models, including earnings forecasts, operating metrics, and valuation analyses.
- Perform company, industry, and competitive analysis utilizing public filings, management meetings, industry contacts, and third-party data sources.
- Develop investment theses and formulate actionable investment recommendations.
- Author earnings previews, earnings reviews, initiation reports, thematic research, and industry updates.
- Monitor sector developments, market trends, regulatory changes, and macroeconomic factors affecting coverage companies.
Client & Stakeholder Engagement
- Communicate investment recommendations and industry insights to institutional investors.
- Support client meetings, conference calls, non-deal roadshows, and investor conferences.
- Respond to client inquiries and maintain strong relationships with buy-side and institutional investor accounts.
- Partner closely with Sales & Trading to communicate investment views and identify areas of investor interest.
Team Leadership & Collaboration
- Review and provide feedback on research models, reports, and analysis.
- Collaborate with other sector research teams and internal business partners to identify emerging investment opportunities.
- Contribute to strategic initiatives designed to enhance the firm's research franchise and market presence.
Qualifications
Education
- Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field required.
- MBA and/or CFA designation preferred.
Experience
- 5-8 years of equity research, investment banking, consulting, asset management, or related financial services experience.
- Prior experience covering Technology, FinTech, Software, Digital Infrastructure, Payments, Financial Services Technology, Clean Energy, Sustainability, Industrial Technology, or related sectors preferred.
- Demonstrated ability to build complex financial models and perform detailed valuation analysis.
- Experience interacting directly with institutional investors and corporate management teams is highly desirable.
Technical Skills
- Advanced proficiency in Excel, PowerPoint, and financial modeling.
- Strong understanding of accounting principles, valuation methodologies, and capital markets.
- Experience using Bloomberg, FactSet, Capital IQ, and other financial data platforms.
- Ability to synthesize large amounts of information into clear and actionable investment conclusions.
Soft Skills
- Excellent written and verbal communication skills.
- Strong analytical and critical thinking abilities.
- Exceptional attention to detail and organizational skills.
- Self-starter with an entrepreneurial mindset.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Collaborative team player with strong leadership potential.
Licensing Requirements
- SIE, Series 7, Series 63, Series 86, and Series 87 licenses, or the ability to obtain them within a specified timeframe following hire.
Why Join?
- Opportunity to work on a highly visible research platform with strong institutional investor engagement.
- Meaningful exposure to senior management teams, industry leaders, and institutional clients.
- Direct involvement in building and expanding sector coverage within high-growth industries.
- Collaborative environment with clear opportunities for career advancement and increased responsibility.
- Competitive compensation structure and performance-based incentives.
Location: Chicago, IL or New York, NY