Responsibilities

• Develop and publish differentiated equity research on publicly traded companies and private securities.
• Produce high-quality research reports, earnings previews and reviews, industry updates, company initiations, and thematic publications for institutional investors, asset managers, hedge funds, and other market participants.
• Generate timely investment recommendations and actionable market insights for the Odeon’s Sales and Trading teams to support client engagement and revenue generation.
• Build, maintain, and enhance detailed financial models, including operating forecasts, valuation analyses, sensitivity scenarios, and comparable company assessments.
• Analyze financial statements, business fundamentals, capital structures, industry dynamics, competitive positioning, and macroeconomic trends impacting covered companies.
• Conduct channel checks, due diligence, and independent research to identify investment opportunities and risks.
• Establish and maintain relationships with corporate management teams, institutional investors, industry experts, and other market participants to enhance research quality and market intelligence.
• Attend industry conferences, earnings calls, investor meetings, and company events to gather insights and strengthen sector expertise.
• Contribute to the growth and visibility of Odeon through white papers, sector outlooks, client presentations, and marketing initiatives.

Requirements

• Bachelor’s degree in a related field; MBA a plus.
• 5+ years of experience in equity research, preferably in a sell-side publishing analyst role.
• Sector expertise or demonstrated interest in Healthcare, Technology, and/or Consumer industries preferred.
• Strong financial modeling, accounting, and valuation skills.
• Proficiency with Excel, PowerPoint, Bloomberg, and/or other financial research tools.
• Active FINRA licenses including SIE, Series 7, 63, 86, and 87 or willingness to obtain prior to hire.

Preferred

• Intellectual curiosity and passion for financial markets.
• Entrepreneurial mindset with desire to help grow sector franchise and client relationships.
• Comfortable interacting with senior executives, institutional investors, and internal leadership teams.
• Detail-oriented with strong follow-up and capacity to work independently.
• Commitment to excellence - perform duties at the highest level possible on a consistent basis.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Life Insurance (Basic, Voluntary & AD&D)