Coverage Analyst – Equity Strategies

The Coverage Analyst – Equity Strategies will serve as the primary oversight professional for a portfolio of internally managed investment strategies, acting as the day-to-day point of contact between the 5P Team and the firm's investment teams. The role requires credibility, judgment, and analytical depth to engage in peer-to-peer investment discussions with senior portfolio managers across the firm.

Requirements

• Experience in institutional investment management
• Bachelor’s degree in Finance, Economics, or a related field; CFA strongly preferred
• Proven ability to engage credibly with senior portfolio managers in peer-to-peer investment discussions
• Strong foundation in portfolio theory, risk management, performance attribution, and competitive analysis
• Excellent written and verbal communication skills
• Strong judgment, professional ownership, and ability to manage multiple priorities independently

Benefits

• Comprehensive benefits package
• Competitive salary and bonus structure
• Generous paid time off
• Retirement plan
• Flexible working hours and location options