Position Overview We are seeking a highly motivated Equity Research Analyst to join our team. 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 in‑depth, fundamental research. We are looking for someone who is curious, analytical, independent, a strong communicator, and self‑motivated, with high integrity. Duties 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 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. 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 FactSet. Proficiency in the Microsoft Office suite, particularly Excel and PowerPoint. Compensation Compensation is commensurate with experience. Location Madison, WI Salary $95,000.00 – $115,000.00 Additional Information Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales Industries: Investment Management Application Instructions Applicant should submit a cover letter, resume, and sample investment or asset allocation thesis to Jobs.Equity@MadisonAdv.com . #J-18808-Ljbffr Madison Investments
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