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About the Role

Williams Jones is seeking an Equity Analyst to join their collaborative team. The Analyst will contribute to the coverage of the Financials sector, broadly defined to include Digital Assets, Alternative Asset Managers, Payments, and Fintech Software, while also supporting firm-wide investment research initiatives. The Analyst will take full ownership of their coverage universe and will have direct exposure to the Portfolio Management team, including developing and pitching new ideas.

Responsibilities

• Conduct fundamental equity research on companies within the Financials sector, including Digital Assets, Alternative Asset Managers, Payments, Banks, and Fintech Software
• Maintain detailed financial models and valuation analyses
• Prepare investment research reports, stock pitches, and sector updates for the portfolio management team
• Monitor portfolio holdings, industry developments, earnings releases, and regulatory changes across covered sectors
• Synthesize information from earnings calls, SEC filings, expert network interviews, and industry conferences
• Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas
• Present investment recommendations and sector updates to the broader investment team
• Support ad hoc research projects across the firm as needed

Requirements

• 3+ years of experience in equity research, investment analysis, or a related investment role (buy-side or sell-side)
• Financials sector experience is not required – strong fundamental research skills and a willingness to develop sector expertise are what matter most
• Strong financial modeling and valuation skills (comparable company analysis, sum-of-the-parts)
• Excellent analytical, written, and verbal communication skills
• Proficiency in Excel, Bloomberg/FactSet, and financial databases
• Strong use of AI tools and excited about incorporating AI into the investment research process
• Intellectually curious, self-directed, and comfortable working in a collaborative, fast-paced environment
• Attention to detail with a strong sense of ownership over work product

Skills

• Financial modeling
• Valuation
• Excel
• Bloomberg
• FactSet
• Financial databases
• AI tools

Location

• Hybrid

Work Type

• Hybrid
• Minimum 4 days in office

Experience Level

• 3+ years of experience

Education Level

• Bachelor’s degree required, concentration in Finance, Economics, Accounting, or a related field preferred
• Progress toward CFA designation is a plus but not required

Salary/Compensations

• $175,000-$225,000

Benefits

• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the Company

• Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations.
• The Firm currently manages over $12.5 billion in equity, fixed income and alternative investments.
• Williams Jones is part of the Focus Financial Partners’ network firm community.
• As part of the partnership, Williams Jones remains independently operated but gains the support of a broader organization.
• Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.