Equity Analyst

East Daley Capital (EDC) is seeking a driven and creative Equity Analyst. As a member of the Product and Analytics Team, the Equity Analyst will own coverage of only a handful midstream energy companies so that they develop deep and data driven insight into each company, which entails: developing and maintaining financial models, writing opinionated company reports on a quarterly basis, and leading client calls for the largest institutional energy investors in the world.

The Equity Analyst will also be responsible for combining asset and company level financial data with fundamental energy market supply and demand data to derive insights and market trends. The Analyst will have the responsibility for analysis and design of energy company models.

To be successful in this role, the candidate will need the ability to recognize and extrapolate trends and understand dependencies throughout the supply chain. The Equity Analyst will exhibit a strong understanding of financial analysis and forecasting at an asset, segment, and company level within the context of dynamic crude oil, natural gas liquids, and natural gas markets.

The Equity Analyst will thrive in a results-oriented, fast paced, and scaling environment. S/he will be an innate problem solver, approaching data and insights with a relentless curiosity to drive deeper than market assumptions to problem solve for client needs. The ideal candidate will be a confident decision-maker who has the ability to exercise and demonstrate sound judgment on the depth of analysis needed.

This is a full-time position, based in Centennial, Colorado and reports to the Senior Vertical Strategist.

Apply at careers@eastdaley.com

Goals of the Position:

  • Produce financial models, insights, and research reports for both cross functional team use and external client needs on a monthly, quarterly, and ad hoc basis
  • Identify and own new and existing publicly available data sets, working with the Data Engineering Team to make into consumable reports and ensure quality assurance of raw data and models
  • Serve as the primary point of contact and thought leader for all client questions regarding products and other points of interest, leveraging internal team knowledge in order to outline problems, opportunities, and solutions
  • Present insights and models to multiple levels of client stakeholders via email, phone, and in person meetings
  • Ability to effectively communicate knowledge to trading individuals
  • Provide leadership, training, coaching and guidance to junior staff
  • Develop and evolve process and documentation
  • Project manage new initiatives and product development features

Success Metrics of Position:

  • Models are precise and up to date with the most recent publicly available data
  • Be able to demonstrate a mastery level understanding of data sources and how they affect dynamics, micro trends and segments of the supply chain
  • Client responses are timely, accurate, and provide expert insights to questions
  • Articulate strategic and professional written and oral presentations to clients
  • Ability to effectively communicate knowledge to trading individuals
  • Delivery of market insights and learnings, proactively communicated to the team on a frequent basis
  • All processes and methodologies are thoroughly documented
  • Proactive feedback regarding new or junior team members is provided to Vertical Strategists

Job Skills:

  • Proven analytic skills with the ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy
  • Strong communication, both written and verbal, skills
  • Advanced Excel skills
  • Proficient in PowerPoint
  • Demonstration of strong sense of urgency and ability to prioritize competing objectives
  • Excellent planning, organizational, and time management skills
  • Significant knowledge of the midstream supply chain
  • Proficient in creating and refining models

Education and Experience:

  • Bachelor’s Degree preferred in fields of Finance, Mathematics, Economics, or a related field
  • Minimum of 2 years’ experience in modeling company financial performances
  • Experience in building models, forecasts, and working with raw data sets
  • Prefer a candidate that has earned the CFA Charterholder designation or is pursuing the CFA designation

Requirements of Position:

  • Up 10% Domestic Travel


  • Medical (with multiple plans), Dental, and Vision Coverage with Company Contribution
  • Flexible and Health Savings Account Options with Company Contribution
  • Health Concierge services, Teladoc (Telemedicine), Wellness Programs, Hospital Gap insurance, and more
  • Employee Assistance Program
  • Life and Accidental Death, Short- and Long-Term Disability coverage
  • 401K with Company Contribution
  • Unlimited Paid Time Off
  • Office snacks and Friday Company Paid Lunch
  • Casual Attire
  • Free Office Parking
  • Discounted local gym membership with no contract
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.