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Fundamental Equity Analyst Jobs (NOW HIRING)

Charles Schwab Inc.

Fundamental Equity Analyst

Boston, MA · On-site

$122K - $200K/yr

As a Fundamental Equity Analyst, you will join an experienced and highly collaborative investment team focused on delivering differentiated research insights and supporting the management of ...

New

Focus Financial Partners

Equity Analyst

New York, NY · Hybrid

$175K - $225K/yr

The Analyst will contribute to the team's coverage of the Financials sector, broadly defined to ... Conduct fundamental equity research on companies within the Financials sector, including Digital ...

Focus Financial Partners

Equity Analyst

New York, NY · On-site

$175K - $225K/yr

The Analyst will contribute to the team's coverage of the Financials sector, broadly defined to ... Conduct fundamental equity research on companies within the Financials sector, including Digital ...

Commerce Bank

Equity Analyst

Kansas City, MO · On-site

$137K - $187K/yr

Provide fundamental research on industries, companies, and their publicly traded securities ... equity research, portfolio management, or investment analysis required * Chartered Financial ...

Rockefeller Capital Management

Equity Analyst

Manhattan, NY · On-site

$175K - $200K/yr

VantageRock Capital is a fundamental-based, U.S. focused, multi-sector long/short equity hedge fund ... The Equity Analyst will work directly with co-founders Avery Sheffield and Dan Rosenthal as well as ...

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How much do fundamental equity analyst jobs pay per year?

As of Jul 31, 2026, the average yearly pay for fundamental equity analyst in the United States is $91,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $115,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Fundamental Equity Analyst, you need strong analytical abilities, financial modeling expertise, and a solid understanding of accounting principles, typically supported by a degree in finance, economics, or a related field. Familiarity with Bloomberg, Excel, FactSet, and financial statement analysis tools, as well as certifications like CFA, are commonly required. Strong communication skills, attention to detail, and intellectual curiosity enable analysts to present insights clearly and adapt to market changes. These skills are crucial for making informed investment recommendations and driving value for clients or employers in dynamic financial markets.

What does a fundamental equity analyst do?

A fundamental equity analyst researches and evaluates a company's financial health, industry position, and growth prospects to make investment recommendations. They analyze financial statements, economic data, and market trends using tools like Excel and financial modeling, often working for investment firms or asset management companies. Strong analytical skills and industry knowledge are essential for this role.

How hard is it to become an equity analyst?

Becoming a fundamental equity analyst typically requires a strong educational background in finance, economics, or related fields, along with relevant experience such as internships or entry-level roles. Developing skills in financial modeling, valuation, and industry analysis, often supported by certifications like the CFA, can also be necessary to advance in the profession.

Do you need a CFA to be an equity research analyst?

A CFA designation is not mandatory to become an equity research analyst, but it is highly valued by employers and can enhance credibility and career prospects. Many analysts pursue the CFA to deepen their financial knowledge and demonstrate expertise, especially in valuation and investment analysis. However, relevant experience, strong analytical skills, and a solid understanding of financial modeling are also critical for success in this role.

What is the difference between Fundamental Equity Analyst vs Equity Research Associate?

AspectFundamental Equity AnalystEquity Research Associate
CredentialsBachelor's degree, CFA often preferredBachelor's degree, some may pursue CFA
Work EnvironmentIndependent analysis, report writingSupporting research, data collection
Industry UsageUsed by investment firms, asset managersUsed by research teams, brokerage firms
Search/Comparison IntentUnderstanding analyst roles, career pathsEntry-level research roles, support positions

The Fundamental Equity Analyst conducts in-depth company analysis to make investment recommendations, often holding more experience and responsibility. The Equity Research Associate supports these analysts by gathering data and preparing reports. While both roles require similar credentials and are used within investment firms, the analyst typically has a more senior position with greater decision-making authority.

What are some common challenges faced by Fundamental Equity Analysts when conducting company research?

Fundamental Equity Analysts often encounter challenges such as limited access to up-to-date or complete company information, especially for smaller or less transparent firms. They must also interpret complex financial statements and distinguish between short-term volatility and long-term trends. Additionally, analysts need to stay objective despite market noise and manage time effectively to cover multiple companies or sectors. Collaboration with portfolio managers and other analysts is essential to validate findings and ensure investment recommendations are well-supported.

How much do equity analysts get paid?

Equity analysts typically earn a base salary ranging from $60,000 to $120,000 annually, with higher compensation for those with experience, strong analytical skills, and certifications like the CFA. Many also receive bonuses based on investment performance and firm profitability, which can significantly increase total compensation.
More about Fundamental Equity Analyst jobs
What cities are hiring for Fundamental Equity Analyst jobs? Cities with the most Fundamental Equity Analyst job openings:
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Fundamental Equity Analyst jobs near you
Infographic showing various Fundamental Equity Analyst job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $91,965 per year, or $44.2 per hour.

Fundamental Equity Analyst

Charles Schwab Inc.

Boston, MA • On-site

$122K - $200K/yr

Full-time

Posted 2 days ago

New

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
As a Fundamental Equity Analyst, you will join an experienced and highly collaborative investment team focused on delivering differentiated research insights and supporting the management of ThomasPartners investment strategies and Schwab active equity mutual funds. In this role, you will conduct rigorous fundamental, bottom-up equity research to evaluate current and prospective portfolio holdings, develop investment recommendations, and uncover opportunities across assigned sectors and industries.
Success in this role requires strong analytical thinking, sound judgment, and the ability to translate complex financial information into actionable investment insights. You will build and maintain detailed company forecasts, assess industry and business drivers, evaluate valuation assumptions, and develop price targets that support portfolio decision-making. Working closely with investment professionals across the team, you will contribute to research initiatives, support investment-related projects, and help drive continuous improvement in research processes and systems.
This role also offers the opportunity to collaborate with client service and distribution partners by helping communicate investment perspectives and responding to inquiries. The ideal candidate is intellectually curious, adaptable, and motivated by solving complex problems in dynamic market environments. You will have the opportunity to strengthen your research expertise, broaden your industry knowledge, and make a meaningful impact on investment outcomes while working within a culture that values collaboration, continuous learning, and professional growth.
What you have
Required Qualifications
  • Bachelor's degree.
  • CFA designation and/or MBA required.
  • 7+ years of experience as a fundamental equity analyst within an institutional investment environment.
  • Strong financial statement analysis, accounting, and financial modeling capabilities.
  • Experience developing company forecasts, valuation models, price targets, and investment recommendations.
  • Strong written and verbal communication skills with the ability to clearly explain complex financial and quantitative concepts.
  • Demonstrated analytical thinking and sound decision-making skills when evaluating complex or ambiguous information.
  • Experience using Bloomberg, FactSet, and related investment research platforms.
  • Ability to work independently while contributing effectively in a collaborative team environment.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.

Preferred Qualifications
  • Experience researching multiple sectors or industries and developing differentiated investment insights.
  • Demonstrated curiosity, adaptability, and a continuous learning mindset.
  • Experience supporting client-facing discussions or communicating investment perspectives to internal or external stakeholders.
  • Proven ability to identify emerging investment opportunities through independent research and critical thinking.
  • Passion for financial markets and long-term investing.
  • High level of integrity, accountability, and professional maturity.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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