The Strategic Finance team is seeking an Associate to join our team supporting coverage of the Equity & Hybrid businesses. This role will focus on forecasting & other financial-related business ...
The Strategic Finance team is seeking an Associate to join our team supporting coverage of the Equity & Hybrid businesses. This role will focus on forecasting & other financial-related business ...
Head of Equity Research, Multi Asset Research
Chicago, IL · On-site
$195K - $299K/yr
Lead the global equity research function supporting equity strategies within multi-asset portfolios, overseeing a team of analysts. * Serve as a member of the Equity Committee, helping to surface new ...
Head of Equity Research, Multi Asset Research
Chicago, IL · On-site
$195K - $299K/yr
Lead the global equity research function supporting equity strategies within multi-asset portfolios, overseeing a team of analysts. * Serve as a member of the Equity Committee, helping to surface new ...
Private Equity Associate
Manhattan, NY · On-site
About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and ... strategic fit with Bloom's investment thesis * Prepare investment screening memos and present ...
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Private Equity Associate
Manhattan, NY · On-site
About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and ... strategic fit with Bloom's investment thesis * Prepare investment screening memos and present ...
... equity, private credit, real estate, infrastructure, hedge funds, and sustainability. Clients ... XIG manages globally diversified programs, targeted sector-specific strategies, customized ...
... equity, private credit, real estate, infrastructure, hedge funds, and sustainability. Clients ... XIG manages globally diversified programs, targeted sector-specific strategies, customized ...
... equity, private credit, real estate, infrastructure, hedge funds, and sustainability. Clients ... XIG manages globally diversified programs, targeted sector-specific strategies, customized ...
... equity, private credit, real estate, infrastructure, hedge funds, and sustainability. Clients ... XIG manages globally diversified programs, targeted sector-specific strategies, customized ...
... investment strategy • Work closely with portfolio managers in shaping and executing Clark ... Equity Strategies Competencies for Success: • Ability to work independently and as part of a team ...
... investment strategy • Work closely with portfolio managers in shaping and executing Clark ... Equity Strategies Competencies for Success: • Ability to work independently and as part of a team ...
... equity, private credit, real estate, infrastructure, hedge funds, and sustainability. Clients ... XIG manages globally diversified programs, targeted sector-specific strategies, customized ...
... equity, private credit, real estate, infrastructure, hedge funds, and sustainability. Clients ... XIG manages globally diversified programs, targeted sector-specific strategies, customized ...
Equity Analyst II - Kansas City Office
Kansas City, MO · On-site
$89K - $148K/yr
This individual will be responsible for identifying and proposing new ideas for inclusion in our Equity Income and Large Cap Core investment strategies, as well as providing coverage of existing ...
Equity Analyst II - Kansas City Office
Kansas City, MO · On-site
$89K - $148K/yr
This individual will be responsible for identifying and proposing new ideas for inclusion in our Equity Income and Large Cap Core investment strategies, as well as providing coverage of existing ...
Equity Analyst II - Kansas City Office
Kansas City, MO · On-site
$89K - $148K/yr
This individual will be responsible for identifying and proposing new ideas for inclusion in our Equity Income and Large Cap Core investment strategies, as well as providing coverage of existing ...
Equity Analyst II - Kansas City Office
Kansas City, MO · On-site
$89K - $148K/yr
This individual will be responsible for identifying and proposing new ideas for inclusion in our Equity Income and Large Cap Core investment strategies, as well as providing coverage of existing ...
State Tax Equity Analyst
Chicago, IL · On-site
National Equity Fund, Inc. (NEF), a leading non-profit syndicator of low-income housing tax credits ... Research new and existing state tax credit programs to support strategic positioning, investor ...
State Tax Equity Analyst
Chicago, IL · On-site
National Equity Fund, Inc. (NEF), a leading non-profit syndicator of low-income housing tax credits ... Research new and existing state tax credit programs to support strategic positioning, investor ...
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR
Los Angeles, CA · Hybrid
$140K - $175K/yr
This individual will play a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality-focused equity strategies. Position ...
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR
Los Angeles, CA · Hybrid
$140K - $175K/yr
This individual will play a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality-focused equity strategies. Position ...
Private Equity Associate
Manhattan, NY · On-site
$150K - $250K/yr
About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and ... strategic fit with Bloom's investment thesis * Prepare investment screening memos and present ...
Private Equity Associate
Manhattan, NY · On-site
$150K - $250K/yr
About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and ... strategic fit with Bloom's investment thesis * Prepare investment screening memos and present ...
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR
Los Angeles, CA · Hybrid
$140K - $175K/yr
This individual will play a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality-focused equity strategies. Position ...
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR
Los Angeles, CA · Hybrid
$140K - $175K/yr
This individual will play a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality-focused equity strategies. Position ...
Analyst/Associate Equity Flow Strategist
New York, NY · On-site
$185K/yr
The objective of the Equity & Derivative Strategy team is to provide analysis and insight into the opportunities, and dislocations in equity and derivative markets.The team interacts with clients ...
Analyst/Associate Equity Flow Strategist
New York, NY · On-site
$185K/yr
The objective of the Equity & Derivative Strategy team is to provide analysis and insight into the opportunities, and dislocations in equity and derivative markets.The team interacts with clients ...
Thematic Equity Research Strategist - VP
$225K - $250K/yr
Thematic Equity Research Strategist - VP WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it ...
Thematic Equity Research Strategist - VP
$225K - $250K/yr
Thematic Equity Research Strategist - VP WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it ...
The team manages international and global equity strategies covering the U.S., Europe, Japan, UK and other developed and developing markets through an integrated top-down country/thematic and bottom ...
The team manages international and global equity strategies covering the U.S., Europe, Japan, UK and other developed and developing markets through an integrated top-down country/thematic and bottom ...
The team manages international and global equity strategies covering the U.S., Europe, Japan, UK and other developed and developing markets through an integrated top-down country/thematic and bottom ...
The team manages international and global equity strategies covering the U.S., Europe, Japan, UK and other developed and developing markets through an integrated top-down country/thematic and bottom ...
Equity Research Associate - Strategy
Manhattan, NY · On-site
$100K - $120K/yr
Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus. * 1-3 years of experience in equity research, investment strategy, or a related analytical ...
Equity Research Associate - Strategy
Manhattan, NY · On-site
$100K - $120K/yr
Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus. * 1-3 years of experience in equity research, investment strategy, or a related analytical ...
Equity Research Associate - Strategy
$100K - $120K/yr
Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus. * 1-3 years of experience in equity research, investment strategy, or a related analytical ...
Equity Research Associate - Strategy
$100K - $120K/yr
Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus. * 1-3 years of experience in equity research, investment strategy, or a related analytical ...
Tributary Capital Management - Equity Analyst II
Omaha, NE · On-site
$89K - $148K/yr
... equity investments for value-oriented portfolios, and must be able to demonstrate an advanced level ... Develop new investment ideas for Tributary's Small and Small/Mid Cap investment strategies. Provide ...
Tributary Capital Management - Equity Analyst II
Omaha, NE · On-site
$89K - $148K/yr
... equity investments for value-oriented portfolios, and must be able to demonstrate an advanced level ... Develop new investment ideas for Tributary's Small and Small/Mid Cap investment strategies. Provide ...
Equity Strategist information
See salary details
$45K - $57K
2% of jobs
$57K - $69.1K
5% of jobs
$69.1K - $81.1K
6% of jobs
$81.1K - $93.2K
4% of jobs
$93.2K - $105.2K
3% of jobs
$105.2K - $117.3K
2% of jobs
$125.3K is the 25th percentile. Wages below this are outliers.
$117.3K - $129.3K
3% of jobs
$129.3K - $141.4K
3% of jobs
$141.4K - $153.4K
1% of jobs
The median wage is $156.9K / yr.
$153.4K - $165.5K
69% of jobs
$165.5K - $177.5K
1% of jobs
$45K
$139.9K
$177.5K
How much do equity strategist jobs pay per year?
What are the key skills and qualifications needed to thrive as an Equity Strategist, and why are they important?
What is the difference between Equity Strategist vs Equity Analyst?
| Aspect | Equity Strategist | Equity Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, often MBA or CFA | Bachelor's degree, CFA preferred |
| Work Environment | Research teams, investment firms, asset managers | Research departments, investment firms, banks |
| Employer & Industry Usage | Used in asset management, hedge funds, investment banks | Common in investment banks, asset managers, research firms |
| Search & Comparison Intent | Understanding strategic insights, market outlooks | Analyzing individual stocks, financial data |
Equity Strategists focus on developing investment strategies and market outlooks, while Equity Analysts primarily analyze individual stocks and financial data. Both roles require similar credentials and are found in investment firms and asset management companies. The main difference lies in their scope: strategists provide broader market insights, whereas analysts concentrate on specific securities.
How does an Equity Strategist typically collaborate with portfolio managers and research analysts?
What does an equity strategist do?
How much do equity strategists make?

Apollo Retail Specialists rating
4.7
Based on 7 frontline employees who took The Breakroom Quiz
405th of 425 rated business services
Job description
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.
The Strategic Finance team is seeking an Associate to join our team supporting coverage of the Equity & Hybrid businesses. This role will focus on forecasting & other financial-related business support and provides the opportunity to support growing businesses across the Apollo ecosystem.
Strategic Finance is responsible for the firm financial modeling, budgeting, forecasting, and other financial analyses utilized by Senior Management.
Primary Responsibilities
- Contribute to the development and maintenance of complex models covering forecasting, profitability, P&L attribution, and new initiative build-outs
- Own & enhance the scope and content of existing recurring and ad hoc reporting & analyses to better serve a growing stakeholder base
- Source and analyze data for annual budget, 5-year plan, and monthly forecasts utilized by Apollo Management
- Assist with design, implementation, and user-testing of systems-based special projects
- Become an AI thought leader for the team to help us transform our Equity & Hybrid reporting to make it more efficient, dynamic, and action-oriented
Common to all primary responsibilities:
- Produces high quality, timely and insightful information to help senior leadership manage the firm and set direction
- Responds in a timely manner to all ad hoc questions and requests for information
Qualifications & Experience
- 3+ years of financial analysis experience, ideally in Investment Banking, FP&A, Big-4 valuation or advisory services
- Highly analytical; Excellent Excel-based modeling skills are required
- Passion for constant learning and developing an understanding beyond the pure mechanics of a business or forecast
- Exceptional PowerPoint presentation skills are required
- Strong analytical thinking and financial reasoning capabilities with ability to think creatively
- Strong attention to detail and organizational skills
- Flexible and comfortable working in a fast-paced, highly demanding, rapidly changing environment
- Operates with high energy and a "can do" attitude
- Excellent communication and presentation skills
OUR PURPOSE AND CORE VALUES
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
The leading provider of retirement income solutions to institutions, companies, and individuals.
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
Outperform expectations
Challenge Convention
Champion Opportunity
Lead responsibly
Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.
Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.
Pay Range
$110,000 - $130,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
About Apollo Retail
Sourced by ZipRecruiter
Apollo Retail is a dynamic, growth-oriented retail services provider situated in Tampa, Florida, United States. Operating across the retail industry, the company specializes in providing merchandising services, assisted sales and training, e-commerce solutions, and store rollouts. Apollo Retail’s longstanding history dates back to its inception in the early 1990s. The company’s enduring presence in the industry can be attributed to its unwavering commitment to reliability, teamwork, on-time delivery and customer satisfaction, leading to fruitful relationships with its clients.
Industry
Specialized design services
Company size
1,001 - 5,000 Employees
Headquarters location
Tampa, FL, US
Year founded
1992