Job Description



We are seeking a highly motivated and experienced AVP/Vice President to join our Mobility Equity Research team. This role offers the opportunity to support and lead coverage efforts across a broad universe of Mobility/Industrial Technology companies, including Aerospace, Defense, EVs, Autonomous Vehicles, eVTOLs, Robotics, Humanoids, and Emerging Technologies. The successful candidate will play a key role in developing investment recommendations, producing differentiated research, cultivating institutional client relationships, and driving commercial impact within a leading research franchise.




Responsibilities

• Build, maintain, and enhance detailed financial models for Industrial Technology companies.


• Conduct comprehensive fundamental research on industry trends, technological innovations, competitive dynamics, and company-specific catalysts.


• Perform valuation and financial analysis to support stock recommendations and investment theses.


• Develop differentiated, value-added research that generates actionable insights for institutional investors.


• Prepare earnings previews, earnings analyses, thematic research reports, and sector updates.


• Lead meetings and interactions with company management teams, industry experts, and institutional investors.


• Monitor earnings releases, macroeconomic developments, regulatory changes, supply chain trends, and technological advancements impacting the Industrial Technology sector.


• Develop expertise across key end markets including Aerospace, Defense, EVs, Autonomous Vehicles, eVTOLs, Robotics, Humanoids, and Emerging Technologies.


• Communicate investment views and recommendations to institutional clients through reports, calls, conferences, and marketing initiatives.


• Collaborate closely with senior analysts, sales and trading teams, and research management on coverage expansion, client engagement, and strategic research initiatives.


• Mentor and develop junior research associates and analysts while contributing to team leadership and execution.

• 5-8+ years of Technology-focused equity research experience.


• Strong understanding of the Industrial Technology ecosystem, including Aerospace, Defense, Automation, Robotics, Electrification, Mobility, and Emerging Technologies.


• Advanced financial modeling, forecasting, and valuation skills.


• Proven ability to analyze complex business models and synthesize information into clear investment conclusions.


• Demonstrated experience publishing research and supporting actionable stock recommendations.


• Excellent written, verbal, and presentation skills.


• Strong client-facing experience with institutional investors and company management teams.


• Demonstrated passion for equity markets, Industrial Technology, and fundamental research.


• Ability to manage multiple projects in a fast-paced, deadline-driven environment.


• Strong attention to detail and a proactive, self-starting mindset.


• Bachelor's degree in Finance, Economics, Engineering, Accounting, or a related discipline.


• CFA, CPA designation and/or MBA preferred.


• FINRA Series 7, 63, 86, and 87 licenses preferred.