Portfolio Manager, Equity
At a glance
Manager-level Investment & Corporate Development role at Db. New York · $140,000–$240,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Cover a portfolio of roughly sixty to eighty securities, building expertise in selected industries and developing differentiated investment ideas
- Research technology, media and telecom companies using filings, disclosures, expert input and management discussions
- Turn company research into timely, actionable recommendations for portfolio managers
- Assess company results and financial health through statements, detailed models, forecasts and scenario analysis
- Value companies using discounted cash flow, peer comparisons and historical multiples, while maintaining industry contacts
What you bring
- At least three years of equity research focused on TMT industries, including global technology, media and AI
- A degree in economics, finance or a related area, or an equivalent background
- Experience modeling high-growth technology companies, including three-statement forecasts and scenario analysis
- Hands-on use of Bloomberg and FactSet to find and reconcile financial data
Who this fits
This New York-based manager role suits an equity researcher focused on technology, media and telecommunications who can turn detailed analysis into portfolio recommendations. The work centers on individual investment research and portfolio coverage.
From the employer
Job Description:
Job Title: Portfolio Manager, Equity
Location: New York, NY
Overview
DWS Investment Management Americas, Inc. seeks a Portfolio Manager, Equity in New York, NY to develop and maintain expertise across selected sub-industries within the investment universe, actively covering 60-80 securities and consistently generating differentiated, alpha-driven investment ideas. Requires a Bachelor’s degree in Economics, Finance, or related field or equivalent, and three (3) years of experience in equity research covering TMT-related industries, including global technology, media, and AI; identifying investment and research opportunities within the technology, media, and telecommunications space and delivering timely, actionable recommendations to portfolio managers based on research in public disclosures, regulatory filings, sell side research, management meetings and expert consultations; analyzing corporate financial statements, including income statements, balance sheets, and cash flow statements to assess company performance and financial health; building and maintaining detailed company and industry-level financial models to translate complex data into concise, decision-ready insights; building full three statement models with scenario and sensitivity analysis and long term forecasting for high growth technology companies; performing valuation analyses, including Discounted Cash Flow (DCF) modeling, comparable company analysis (trading comps), and historical multiple analysis; conducting fundamental equity research, including company level due diligence using SEC filings (10-K, 10-Q, 8-K), earnings call transcripts, investor presentations, and primary research; establishing long term relationships with industry colleagues including corporate management teams, sell side researchers, and industry contacts for up-to-date insights on industry and company trends; and working with financial data platforms including Bloomberg and FactSet to source and reconcile financial data. Salary range: $140,000.00 – $240,000.00/year. This position is eligible for Deutsche Bank's Employee Referral Incentive Program.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".
We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.