Equity Analyst - Remote (CST or EST)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity: Summary: The Equity Analyst is responsible for conducting rigorous bottom-up fundamental research on publicly traded companies and developing differentiated investment insights in support of OneDigital Asset Management’s equity portfolios. The Analyst will partner closely with Portfolio Managers to identify new investment opportunities, maintain coverage of existing holdings and companies under review, and contribute thoughtful buy, hold, and sell recommendations grounded in fundamental analysis, valuation discipline, and sound business judgment. The Equity Analyst will combine strong analytical capability with intellectual curiosity, a passion for long-term investing, and the ability to communicate complex findings clearly and succinctly. The Analyst will contribute across the firm’s alpha-generating and income-oriented portfolios, applying a disciplined research process to assess business quality, competitive positioning, management execution, valuation, and risk/reward. The Equity Analyst will also be expected to use modern research tools effectively—including financial databases, DCF modeling, and AI-enabled research workflows—to improve efficiency, deepen insight generation, and support a high-quality, repeatable investment process, while maintaining independent judgment and appropriate verification standards. Essential Duties and Responsibilities: Fundamental Research and Analysis : Conduct in-depth fundamental research on public companies, including analysis of business models, financial statements, industry structure, competitive positioning, management quality, and long-term shareholder value creation. Build and maintain detailed financial models, forecasts, and valuation frameworks to assess intrinsic value and risk/reward under a range of scenarios. Develop clear, well-supported investment theses and identify the key drivers, catalysts, assumptions, and risks underlying each recommendation. Generate new investment ideas through independent research, screening, industry work, and synthesis of public and proprietary information. Evaluate relative opportunities across assigned sectors and market capitalizations, consistent with portfolio objectives and investment philosophy. Portfolio Support and Investment Recommendations : Provide timely, actionable buy, hold, and sell recommendations to Portfolio Managers, supported by rigorous analysis and clear articulation of conviction level, upside/downside, and key thesis milestones. Monitor existing portfolio holdings and companies under active review, updating investment views as new information emerges. Support portfolio decision-making by assessing position-level implications of earnings releases, company-specific developments, industry shifts, and macroeconomic factors relevant to covered names. Contribute to portfolio discussions with a focus on alpha generation, downside risk, and risk-adjusted return potential. Research Diligence, Market Monitoring & External Engagement : Maintain current knowledge of developments affecting covered companies, relevant industries, competitors, and broader market conditions. Conduct ongoing due diligence through earnings calls, regulatory filings, industry publications, channel checks, expert conversations, and other primary and secondary research sources, as appropriate. Develop and maintain productive research relationships with company management teams, investor relations professionals, and industry contacts. Prepare concise written materials and verbal presentations summarizing research findings, investment theses, and portfolio implications for internal discussion. Technology, Data & Research Process Enhancement : Use Excel and relevant investment research platforms effectively to support modeling, valuation, screening, monitoring, and investment documentation. Incorporate AI-enabled tools and workflows into the research process to enhance efficiency in information synthesis, document review, workflow automation, and idea development, while applying sound judgment and source validation. Contribute to the continuous improvement of research templates, monitoring processes, and analytical workflows that strengthen the team’s overall investment process. Qualifications, Skills and Requirements: Demonstrated passion for long-term investing and bottom-up fundamental research. Strong financial statement analysis, DCF valuation knowledge , and financial modeling skills. Ability to assess business quality, competitive advantage, management execution, capital allocation, and long-term value creation. Sound business judgment and the ability to form independent, evidence-based investment views. Intellectual curiosity, skepticism, initiative, and a desire to generate differentiated insights rather than rely on consensus views. Strong written and verbal communication skills, including the ability to distill complex analysis into clear, decision-useful conclusions. Ability to work both independently and collaboratively in a high-accountability, team-oriented investment environment. High attention to detail, strong organization, and the ability to manage multiple priorities in a dynamic market environment. Proficiency in Excel and familiarity with common investment research tools and data platforms; experience with Bloomberg, FactSet, or similar systems is preferred. Practical ability and willingness to use AI tools productively within the investment research workflow; experience with LLM-based research, prompt design, or workflow automation is a plus, but not a substitute for fundamental judgment. Education, Training and Experience: Bachelor’s degree required, preferably in Finance, Accounting, Economics, or a related discipline. Two to Five years of relevant experience in buy-side or sell-side equity research, investment management, or a comparable analytically rigorous role. Demonstrated experience building and maintaining financial models and valuation analys i s. Experience covering or analyzing public companies and translating research into investment recommendations. Advanced degree or CFA designation is a plus. The typical base pay range for this role nationwide is $100,000 to $120,000 per year . Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here . Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. Thank you for your interest in joining the OneDigital team!