We are seeking a highly motivated and experienced AVP/Vice President to join our Mobility Equity Research team. This role offers the opportunity to support and lead coverage efforts across a broad universe of Mobility/Industrial Technology companies, including Aerospace, Defense, EVs, Autonomous Vehicles, eVTOLs, Robotics, Humanoids, and Emerging Technologies. The successful candidate will play a key role in developing investment recommendations, producing differentiated research, cultivating institutional client relationships, and driving commercial impact within a leading research franchise.
5-8+ years of Technology-focused equity research experience.
Strong understanding of the Industrial Technology ecosystem, including Aerospace, Defense, Automation, Robotics, Electrification, Mobility, and Emerging Technologies.
Advanced financial modeling, forecasting, and valuation skills.
Proven ability to analyze complex business models and synthesize information into clear investment conclusions.
Demonstrated experience publishing research and supporting actionable stock recommendations.
Excellent written, verbal, and presentation skills.
Strong client-facing experience with institutional investors and company management teams.
Demonstrated passion for equity markets, Industrial Technology, and fundamental research.
Ability to manage multiple projects in a fast-paced, deadline-driven environment.
Strong attention to detail and a proactive, self-starting mindset.
Bachelor's degree in Finance, Economics, Engineering, Accounting, or a related discipline.
CFA, CPA designation and/or MBA preferred.
FINRA Series 7, 63, 86, and 87 licenses preferred.
Salary: $125,000 - $200,000
#LI-PM1
Build, maintain, and enhance detailed financial models for Industrial Technology companies.
Conduct comprehensive fundamental research on industry trends, technological innovations, competitive dynamics, and company-specific catalysts.
Perform valuation and financial analysis to support stock recommendations and investment theses.
Develop differentiated, value-added research that generates actionable insights for institutional investors.
Prepare earnings previews, earnings analyses, thematic research reports, and sector updates.
Lead meetings and interactions with company management teams, industry experts, and institutional investors.
Monitor earnings releases, macroeconomic developments, regulatory changes, supply chain trends, and technological advancements impacting the Industrial Technology sector.
Develop expertise across key end markets including Aerospace, Defense, EVs, Autonomous Vehicles, eVTOLs, Robotics, Humanoids, and Emerging Technologies.
Communicate investment views and recommendations to institutional clients through reports, calls, conferences, and marketing initiatives.
Collaborate closely with senior analysts, sales and trading teams, and research management on coverage expansion, client engagement, and strategic research initiatives.
Mentor and develop junior research associates and analysts while contributing to team leadership and execution.
Build, maintain, and enhance detailed financial models for Industrial Technology companies.
Conduct comprehensive fundamental research on industry trends, technological innovations, competitive dynamics, and company-specific catalysts.
Perform valuation and financial analysis to support stock recommendations and investment theses.
Develop differentiated, value-added research that generates actionable insights for institutional investors.
Prepare earnings previews, earnings analyses, thematic research reports, and sector updates.
Lead meetings and interactions with company management teams, industry experts, and institutional investors.
Monitor earnings releases, macroeconomic developments, regulatory changes, supply chain trends, and technological advancements impacting the Industrial Technology sector.
Develop expertise across key end markets including Aerospace, Defense, EVs, Autonomous Vehicles, eVTOLs, Robotics, Humanoids, and Emerging Technologies.
Communicate investment views and recommendations to institutional clients through reports, calls, conferences, and marketing initiatives.
Collaborate closely with senior analysts, sales and trading teams, and research management on coverage expansion, client engagement, and strategic research initiatives.
Mentor and develop junior research associates and analysts while contributing to team leadership and execution.
Numbers & Facts
Location
New York, NY
Salary
$125,000–$200,000 Per Year
Skills
Accountingunmatched
Aerospace and Defenseunmatched
Analysis Skillsunmatched
Automationunmatched
Business Administrationunmatched
Business Analysisunmatched
Business Modelunmatched
Certified Public Accountant (CPA)unmatched
Chartered Financial Analyst (CFA)unmatched
Conferencesunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Earnings Statementsunmatched
Economicsunmatched
Ecosystemsunmatched
Emerging Technologyunmatched
Equity Securitiesunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Forecastingunmatched
Industry/Trade Analysisunmatched
Information Modelsunmatched
Marketingunmatched
Mentoringunmatched
Multitaskingunmatched
Presentation/Verbal Skillsunmatched
Project/Program Managementunmatched
Regulationsunmatched
Research Skillsunmatched
Roboticsunmatched
Salesunmatched
Series 7unmatched
Supply Chainunmatched
Team Lead/Managerunmatched
Technical Researchunmatched
Time Managementunmatched
Writing Skillsunmatched
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