Qualitative Equity Research Analyst

New York, New York, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Data and TechnologyIndustries

Requirements

Candidates should possess an undergraduate or Master's degree in Business, Economics, International Affairs, or a research-focused liberal arts subject, with up to 2 years of experience. Strong qualitative research skills are essential, including the ability to organize and absorb large amounts of information, with a keen attention to detail. The ideal candidate must be adept at managing multiple projects, meeting deadlines, and adjusting priorities in a fast-paced environment, demonstrating a collaborative mindset, strong interpersonal skills, resourcefulness, autonomy in problem-solving, and a commitment to hard work and intellectual curiosity. Familiarity with financial statements and annual reports is also required.

Responsibilities

The Qualitative Equity Research Analyst will support the building and maintenance of Syntax’s database of publicly traded companies by leveraging sources such as regulatory filings, industry reports, and proprietary research tools. Responsibilities include conducting thematic research, proactively searching for new data and information sources, generating original research ideas, and identifying new opportunities for index development. The analyst will collaborate with the software development team to automate data collection and validation processes, participate in client meetings, and develop expertise on core industries. Once proficient, the role will involve creating customized investment products, working on process improvement projects, and increasing dataset comprehensiveness.

Skills

Equity Research

Data Analysis

Financial Indices

Regulatory Filings

Industry Reports

Proprietary Research Tools

Thematic Research

Data Collection

Data Validation

Process Improvement

Business

Economics

Syntax

Investment analytics and portfolio management tools

About Syntax

Syntax provides financial technology solutions that focus on investment analytics and portfolio management. Their platform allows users to access detailed profiles of companies and Exchange-Traded Funds (ETFs), helping investors understand risks and opportunities. They also create proprietary benchmark indices for accurate performance metrics and employ algorithms for tax-efficient strategies. Syntax aims to enhance decision-making for individual and institutional investors through subscription-based access to their tools and data.

New York City, New YorkHeadquarters

N/AYear Founded

VENTURE_UNKNOWNCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Risks

Increased competition from fintech startups may erode Syntax's market share.

Technological advancements could raise operational costs for Syntax.

Dependency on partners like PharmaShares may pose financial risks.

Differentiation

Syntax offers proprietary benchmark indices for accurate performance metrics.

Syntax Direct platform enables personalized investment solutions for financial advisors.

Syntax's tax-efficient strategies optimize tax loss harvesting for better returns.

Upsides

Growing demand for ESG-focused products boosts Syntax's innovative index offerings.

Direct indexing trend supports Syntax's personalized portfolio management solutions.

Thematic investing popularity enhances Syntax's collaboration with Mansueto Ventures.

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