Equity Research Vice President – FinTech

You will lead coverage of companies and subsectors within information services, FinTech software, and payroll software. You will build and maintain robust financial models, including earnings forecasts, valuations, and scenario planning, and conduct in-depth company and sector research using public filings, proprietary data, and third-party sources. You will analyze market, competitive, and regulatory trends and author high-quality research reports, investment recommendations, and thematic pieces. You will communicate investment ideas to institutional clients, internal stakeholders, and sales and trading teams, and prepare materials for client meetings, industry events, roadshows, and conferences. You will mentor, train, and review work from junior Research Analysts, collaborate with the investment banking team, and help shape the equity research strategy and product suite.

Responsibilities

• Lead coverage of companies and subsectors within information services, FinTech software, and payroll software
• Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning
• Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources
• Analyze market, competitive, and regulatory trends that influence investment outlooks
• Author high-quality research reports, investment recommendations, and thematic pieces
• Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams
• Prepare and present materials for client meetings, industry events, roadshows, and conferences
• Serve as a trusted point of contact for client inquiries and relationship management
• Mentor, train, and review work from junior Research Analysts
• Work collaboratively across teams, including investment banking, while maintaining research independence
• Help shape and refine the equity research strategy and product suite

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• MBA or CFA designation (or candidacy) preferred
• 5–8+ years of relevant experience with demonstrated leadership and sector expertise
• Advanced proficiency in Excel and PowerPoint
• Strong understanding of financial modeling, accounting, and valuation methodologies
• Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ)
• Exceptional written and verbal communication skills
• Strong attention to detail and ability to synthesize complex data into actionable insights
• Entrepreneurial mindset with a proactive, self-starter attitude
• Ability to thrive in a fast-paced, high-performance culture
• Strong interest in and knowledge of the FinTech ecosystem
• SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire)
• Authorized to work in the U.S.; no visa sponsorship available