Wise Money Israel is an investment firm serving clients from over 30 countries, managing approximately NIS 400 million in Israeli stocks and bonds. We are a fast-growing international firm, licensed with securities regulators in Israel and the U.S., and we are expanding our team significantly in 2026. Our vision is to strengthen the Israeli economy by connecting global investors with Israel while responsibly growing client capital.

Wise Money Israel combines global perspective with local expertise to provide clients access to the Israeli capital markets through disciplined, research-driven investment management.

We are building a team of professionals who value integrity, accountability, independent thinking, and intellectual curiosity. Team members take ownership of their work, while contributing directly to the firm’s growth, and developing professionally within a focused, high-quality environment.

Role Summary

We are seeking a Securities Analyst from our offices in Binyamina, Israel (adjacent to the train station), who can contribute meaningfully from day one in Israeli securities research, while developing into a more senior investment professional over time. This role is focused on producing high-quality, actionable investment research and supporting investment decision-making through disciplined analysis and systems. Success in this role is defined by the ability to produce high-quality, independent investment analysis that contributes directly to portfolio decisions.

Responsibilities

Core Responsibilities (Day 1 Focus)

Research & Analysis

• Gathering and analyzing data on the Israeli economy, sectors, and publicly traded companies (TASE and Nasdaq)
• Monitoring financial statements, regulatory filings, earnings releases, and material developments
• Producing structured, in-depth equity analysis with clear conclusions

Investment Research Output

• Producing written research reports, internal investment memos, and investment theses
• Performing valuation analysis (e.g., DCF, NAV, relative valuation, yield/credit analysis)
• Formulating and clearly articulating investment theses supported by data

Investment Committee Participation

• Presenting research and investment ideas to the Investment Committee
• Defending assumptions, methodologies, and conclusions in a professional setting

Investment Management Support

• Supporting portfolio management, risk management, and trading processes
• Analyzing portfolio performance and identifying drivers of underperformance

Success in this role after the first 90 days will include

• Consistent production of high-quality research output (e.g., equity analyses with clear structure and conclusions)
• Ability to independently analyze companies and contribute meaningfully to investment discussions
• Active participation in Investment Committee discussions, with well-supported viewpoints
• Demonstrated understanding of the firm’s research standards, methodology, and investment philosophy
• Improved efficiency and organization in research workflows (including use of tools and data sources)

Future Growth of the Role

Wise Money Israel encourages long-term professional growth for analysts who demonstrate strong analytical skills, sound judgment, and alignment with the firm’s fiduciary values. Depending on experience, performance, and interest, future development opportunities may expand into broader responsibilities, including:

• Developing data dashboards for fundamental and technical analysis of Israeli securities
• Increased ownership of investment ideas and portfolio input
• Expanded role in Investment Committee discussions and decision-making
• Development of proprietary research tools, models, and analytics
• Deeper involvement in portfolio monitoring and performance attribution
• Potential transition into portfolio management and trading responsibilities
• Participation in quantitative research, back-testing, and systematic strategies
• Improving and evolving research methodologies using financial platforms and AI tools
• Mentorship and cross-training with senior portfolio management staff
• Pursuit of Investment Advisor or Portfolio Manager licensing (U.S./Israel)

Job Requirements

Non-Negotiables (Required on Day 1)

• Relevant Bachelor’s degree (Finance, Economics, Accounting, Business Administration, Math)
• 3+ years of direct experience analyzing Israeli publicly traded securities (equities and/or bonds)
• Fluent Hebrew reading and comprehension (financial statements, regulatory filings, local financial press)
• Strong familiarity with the Israeli capital markets (TASE, local sectors, reporting standards)
• Ability to independently analyze financial statements and form an investment view
• Highly analytical, detail-oriented, and methodical
• Strong ownership mentality and ability to work independently
• High ethical standards, trustworthy and responsive
• Strong computer literacy, including Excel (advanced) and financial research platforms

Preferred Experience (Helpful but Not Required on Day 1)

• Familiarity with financial platforms (e.g., Refinitiv)
• Experience using AI tools in securities research and analysis
• Experience with portfolio management or performance analysis
• Proficiency in Microsoft PowerPoint
• Professional-level English

Trainable Capabilities (Can Be Developed Over Time)

The following capabilities are not required on Day 1 but are expected to develop over time:

• Advanced valuation techniques and modeling depth
• Development of structured research frameworks and screening tools
• Use of automation and AI to improve research efficiency
• Portfolio construction and asset allocation understanding
• Risk analysis, stress testing, and performance attribution
• Communication and presentation skills at Investment Committee level

Working Style & Expectations

This role is suited for a candidate who is intellectually curious, disciplined in analysis, and motivated to develop into a high-quality investment professional. We value depth of thinking, independent judgment, and accountability over volume of output.

Salary

A competitive salary is offered, with clear growth potential as the investment team expands and responsibilities increase.

How to Apply

Qualified candidates are invited to submit a résumé and sample Israeli stock and/or bond research to the HR Manager at sarah@wisemoneyisrael.com. Short-listed candidates may be asked to provide professional references at a later stage. All applications will be handled with strict confidentiality.