Equity Research Analyst

South Florida Search Partners LLC Fundamentally-Driven LongShort Equity Renewables Energy AnalystLocation: Miami, FL (Potential for NYC)Description:South Florida Search Partners LLC seeks a highly motivated LongShort Equity Analyst to cover the Renewable Energy (Power Generation), Electrified Industrial & HVAC, and Grid Modernization & Transmission sectors. The ideal candidate will have a fundamentally-driven investment approach, strong analytical skills, and the ability to generate differentiated long and short investment ideas in the renewables and electrification space. Key Responsibilities:Conduct in-depth fundamental research and financial modeling on companies in the renewable energy, electrified industrial, and grid modernization sectors.Develop and present longshort investment ideas to the Portfolio Manager, supported by rigorous valuation analysis, industry research, and company-specific insights.Maintain financial models, earnings forecasts, and scenario analyses.Track industry trends, regulatory changes, and macroeconomic factors affecting the electrification and renewable energy markets.Engage with company management teams, sell-side analysts, and industry experts.Assist in portfolio construction, risk management, and position sizing discussions Portfolio Strategy:The strategy is not factor-neutral, but factor-aware.AEO (Asset Exposure Optimization) is relatively low at this juncture.The portfolio will be structured to be 10% net longshort.Qualifications:2-4 years of relevant industry experience from a larger platform hedge fund, single-manager fund, industry consulting firm, or research provider with exposure to renewable energy, industrial electrification, and grid modernization.Strong financial modeling and valuation skills with expertise in DCF, public comps, precedent transactions, and scenario analysis.Proven ability to generate differentiated longshort ideas and articulate investment theses clearly.Understanding of the policy, technological, and market forces shaping the renewables and electrification industries.Highly analytical with a detail-oriented and independent work style, capable of handling multiple projects in a fast-paced environment.Strong communication skills, both written and verbal.CFA, MBA, or engineering background in energy-related fields is a plus but not pensation:Competitive base salary and performance-based pensation will be competitive with large, sophisticated global hedge funds.Opportunity to work in a dynamic investment team with exposure to high-conviction portfolio management.Growth potential within a well-funded, fundamentally driven investment platform.This is an excellent opportunity for a talented equity analyst passionate about the energy transition. If you meet the qualifications and are excited about this opportunity, we encourage you to apply.To Apply: Please submit your resume and a 1-2 page investment thesis on a company within the renewables, electrified industrial, or grid modernization sectors. Your resume and submission are and will remain confidential. To proceed, you will need to meet online with a senior person at South Florida Search Partners, then successfully navigate a 1 hour modeling exercise, then meet online with our client online, then in person. South Florida Search Partners LLC

Created: 2025-02-02