Equanime - Analyst – Banks, Capital Markets & Asset Managers (Fundamental Strategy)

BWGI, the wholly owned asset manager of Brasil Warrant, has formed the Equity Multi-Strategy Platform as an additional investment vertical. The Equity Multi-Strategy Platform expects to hire portfolio managers across fundamental, systematic, flow-based and event-driven equity alpha strategies. Brasil Warrant has been in existence for over 100 years, managing, operating and acting as a controlling shareholder of businesses across various industries, including financial services. BWGI provides the infrastructure, processes and capital of a large-scale institutional asset manager while, at the same time, offering duration, permanence and a long-term investment horizon.

About the Role

We are seeking a highly motivated Analyst to join our Financial Services investment team, with a specific focus on Banks, Capital Markets, and Asset Management. This individual will play a critical role in deepening our sector coverage and generating differentiated, high-conviction investment ideas. The ideal candidate will bring relevant domain expertise, a proven capacity for independent thought and rigorous analysis, and demonstrate strong alignment with our team values and firm culture.

This is a unique, high-impact role centered on fundamental, bottom-up investing. The Analyst will be responsible for developing proprietary insights, conducting deep-dive research, and ultimately contributing directly to portfolio construction and investment decision-making, in close collaboration with the Portfolio Manager (PM).

Key Responsibilities

1. Conduct independent, primary research on companies and sub-sectors within Banking, Capital Markets, and Asset Management to generate compelling investment ideas.
2. Build and maintain detailed financial models with minimal oversight, applying consistent analytical rigor and judgment.
3. Proactively source and synthesize information—including expert networks, regulatory filings, industry reports, and fieldwork—guided by commercial instincts.
4. Develop and maintain a robust network of industry contacts to support due diligence, thesis development, and ongoing monitoring.
5. Engage in management meetings, investor conferences, and other industry touchpoints to surface proprietary insights.
6. Drive investment debate and decision-making by presenting risk/reward frameworks, catalysts, and valuation analyses.
7. Partner closely with the PM to refine position sizing, risk management, and portfolio construction strategy.
8. Thrive in a high-conviction investment environment that values initiative, intellectual agility, and clear communication.

Experience & Qualifications

Minimum Requirements

1. 2+ years of buy-side experience focused on Banks, Capital Markets, or Asset Management.
2. 5+ years of total experience across buy-side or sell-side roles covering the financial services sector, including equity research, investment banking, or strategy roles within relevant institutions.

Other Preferred Qualifications

1. Demonstrated track record of fundamental research and original idea generation.
2. Advanced financial modeling capabilities and fluency in evaluating balance sheets, capital adequacy, regulatory frameworks, and business model dynamics across financial subsectors.
3. Strong commercial intuition and investigative mindset.
4. High degree of professionalism, maturity, and potential for growth over time.
5. Willingness to relocate to or work from the New York City area, with a required in-office presence.