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Equity Analyst Jobs in Boca Raton, FL (NOW HIRING)

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · Hybrid

$65K - $80K/yr

Monitor underlying fund performance across iCapital's private equity, private credit, and real ... Prepare performance analytics and fund-level financial modeling. * Keep track of broader macro ...

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · On-site

$65K - $80K/yr

Monitor underlying fund performance across iCapital's private equity, private credit, and real ... Prepare performance analytics and fund-level financial modeling. * Keep track of broader macro ...

Vertical Bridge

Senior Financial Analyst

Delray Beach, FL · On-site

$80K - $100K/yr

Summary The Senior Financial Analyst will serve in a highly visible, strategic role within the ... The ideal candidate will bring experience from investment banking, private equity, infrastructure ...

Vertical Bridge

Senior Financial Analyst

Delray Beach, FL · On-site

$80K - $100K/yr

Summary The Senior Financial Analyst will serve in a highly visible, strategic role within the ... The ideal candidate will bring experience from investment banking, private equity, infrastructure ...

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Showing results 1-20

All JobsEquity Analyst JobsEquity Analyst Jobs in Boca Raton, FL

Equity Analyst information

See Boca Raton, FL salary details

$38K

$87.3K

$135.2K

How much do equity analyst jobs pay per year?

As of Jul 18, 2026, the average yearly pay for equity analyst in Boca Raton, FL is $87,272.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,800.00 and $109,100.00 per year, depending on experience, location, and employer.

What Is an Equity Analyst?

Equity analysts study stock market investments and make recommendations to their clients. There are two types of equity analysts: buy-side and sell-side. They have strong knowledge of financial markets and comprehensive investment experience, and some specialize in a specific field, industry, or sector. Equity analysts observe industry trends and research market history to prepare detailed reports that provide suggestions for buying or selling particular funds or stocks in their client’s portfolio. Some equity analysts are employed by large financial firms while others work as consultants for multiple organizations.

What do Equity Analysts do?

Equity Analysts evaluate publicly traded companies by analyzing financial statements, market trends, and industry data to provide investment recommendations. They use tools like financial modeling and valuation techniques to assess stock potential and often work under tight deadlines in a fast-paced environment.

What does an Equity Analyst do?

An Equity Analyst is a financial professional who researches and evaluates stocks or publicly traded companies to help investors make informed decisions. They analyze financial statements, industry trends, and market data to assess a company's performance and future prospects. Equity Analysts often provide investment recommendations, such as buy, hold, or sell ratings, and write detailed reports for clients or their firms. Their insights are valuable for portfolio managers, individual investors, and other stakeholders in the financial markets.

What are some common challenges Equity Analysts face when conducting company valuations?

Equity Analysts often encounter challenges such as limited access to up-to-date company data, rapidly changing market conditions, and interpreting management's guidance with a critical eye. Additionally, projecting future earnings and cash flows can be difficult due to industry volatility or economic uncertainty. Collaborating with sector specialists, staying updated on industry news, and leveraging reliable financial modeling tools are key strategies to overcome these challenges and produce accurate recommendations.

How hard is it to become an equity analyst?

Becoming an equity analyst typically requires a strong background in finance, accounting, or economics, often supported by a bachelor's degree and relevant internships. Many analysts pursue certifications like the CFA to advance their careers, and the role involves developing analytical skills, financial modeling, and industry knowledge, which can take several years to master.

How much does an equity analyst earn?

The average salary for an equity analyst typically ranges from $60,000 to $120,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts usually earn lower salaries, while senior analysts or those with specialized skills and certifications can earn significantly more, often with bonuses and performance incentives included.

How much money do Equity Analysts make?

Equity Analysts typically earn a median annual salary ranging from $60,000 to $100,000, with experienced professionals and those in high-cost-of-living areas earning over $120,000. Compensation often includes bonuses and performance incentives, and strong analytical skills and industry certifications can influence earning potential.

What is the difference between Equity Analyst vs Financial Analyst?

AspectEquity AnalystFinancial Analyst
Required CredentialsBachelor's degree, CFA often preferredBachelor's degree, CFA optional
Work EnvironmentResearch-focused, analyzing stocks and marketsBroader finance roles, including budgeting and forecasting
Employer & Industry UsageInvestment firms, asset management, banksCorporations, banks, consulting firms
Common Search & ComparisonYesYes

Equity Analysts primarily focus on analyzing stocks and market trends to provide investment recommendations, often working in investment firms or asset management. Financial Analysts have a broader role, including budgeting, financial planning, and analysis across various industries. While both roles require similar credentials, Equity Analysts specialize in equity markets, making them more research-oriented in the investment sector.

What are the key skills and qualifications needed to thrive as an Equity Analyst, and why are they important?

To thrive as an Equity Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and investment principles, often supported by a finance-related degree or CFA certification. Proficiency with tools like Microsoft Excel, Bloomberg Terminal, and financial databases is typically required. Excellent communication, attention to detail, and critical thinking are vital soft skills for presenting insights and making sound recommendations. These competencies enable analysts to evaluate investment opportunities effectively, communicate findings, and support informed decision-making in fast-moving markets.
More about Equity Analyst jobs
What are the most commonly searched types of Equity Analyst jobs in Boca Raton, FL? The most popular types of Equity Analyst jobs in Boca Raton, FL are:
What are popular job titles related to Equity Analyst jobs in Boca Raton, FL? For Equity Analyst jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Equity Analyst jobs in Boca Raton, FL look for? The top searched job categories for Equity Analyst jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Equity Analyst jobs? Cities near Boca Raton, FL with the most Equity Analyst job openings:
Equity Analyst jobs near you
Infographic showing various Equity Analyst job openings in Boca Raton, FL as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 85% Full Time, 8% Part Time, 1% Temporary, and 4% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $87,272 per year, or $42 per hour.
Financial Analyst

Financial Analyst

Insurance Office of America

Deerfield Beach, FL

$65K - $85K/yr

Full-time

Medical, Retirement

Posted 16 hours ago

Insurance Office Of America rating

8.9

Company rating: 8.9 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

44th of 281 rated insurance

Job description

Description

Job Description:

Title: Financial Analyst 

Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel. 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 

About the Role: Responsible for analyzing and reporting on producer-level financial and operational performance, including revenue, production credit, and business activity metrics. This role supports data-driven decision-making by developing reporting tools, dashboards, and analytics that provide visibility into key performance indicators. The Financial Analyst partners with internal stakeholders to deliver accurate insights, improve reporting capabilities, and support strategic initiatives related to producer performance and equity programs. 
 

Key Responsibilities: 

  • Producer Performance Reporting: Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity. 

  • Equity Program Tracking: Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations. 

  • Earn-Out Reporting: Track and analyze individual producer performance related to earn-out structures and payout triggers. 

  • Ramp Performance Analysis: Monitor and report on performance of ramping producers, identifying trends and variances against expectations. 

  • KPI & Metrics Reporting: Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes. 

  • Dashboard Development: Partner with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance. 

  • Financial Analysis & Insights: Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives. 

  • Forecasting Support: Assist with cash flow forecasting related to producer equity programs and compensation structures. 

  • Capital & Program Analysis: Support analysis of cap table implications and financial impacts associated with producer equity programs. 

  • Professional Development: Continuously improve professional skills by participating in internal/external development opportunities. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred 

  • 2+ years of financial analysis or data analytics experience 

  • Advanced proficiency in Microsoft Excel 

  • Experience with reporting and analytics platforms (Power BI preferred) 

  • Strong analytical, research, and problem-solving skills 

  • Excellent organizational and prioritization skills with ability to manage multiple priorities 

  • Outstanding verbal and written communication skills 

  • Ability to work independently with high accuracy and attention to detail 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $65,000 to $85,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Summary

The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics.·         Track and report on monthly producer gross revenue, new business, and lost business.·         Reporting and tracking of producer performance as it relates to the various producer equity programs ensuring proper production credit for any deviations from standard process.·         Report and track individual producer performance as it relates to the earn out.·         Track and report on monthly performance of ramping producers.·         Track and report on organizational KPI and metrics related to producer performance.·         Liaison with Data Analytics team to develop and maintain end-user dashboards within Power BI to provide on-demand viewing of producer metrics.·         Assist with cash flow forecasting as it relates to the various producer equity programs.·         Assist with cap table implications related to the producer equity programs.

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