Equity Research Portfolio Associate

Analyze public equities and monitor portfolios as an Equity Research Portfolio Associate at Onni Group’s downtown office. Apply financial modeling and valuation expertise.This mid-level position supports research and management of a private portfolio of publicly traded equities. You will evaluate companies, industries, market trends, financial statements, valuation measures, earnings results, and company news. Your analysis will help the portfolio manager assess opportunities, risks, and performance through clear recommendations.Key Responsibilities:
Research public companies, industries, and market trendsPrepare equity valuations, investment summaries, and recommendationsMonitor portfolio performance, concentration, risk, and key indicatorsBuild DCF, comparable-company, and scenario-analysis modelsSupport trade and portfolio decisions under portfolio manager directionRequirements:
Minimum three years’ equity research or investment analysis experienceExperience evaluating publicly traded companies directlyStrong financial statements, valuation, and portfolio management knowledgeProficiency with Excel, Bloomberg, and Capital IQBachelor’s degree in finance, economics, accounting, or related disciplineBring rigorous equity research, valuation, and portfolio monitoring skills to Onni’s private investment portfolio in an in-office setting.
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