Analyst Coach, Investment Professional Development

The job overview for the Analyst Coach, Investment Professional Development role is that the candidate will be responsible for improving the performance of investment analysts by providing feedback on stock pitches and investment processes, training junior analysts, conducting deep dives on portfolios, and developing best practices for continuous learning and improvement. The role requires superior analytical skills, strong communication abilities, project management capabilities, and a demonstrated interest in equity markets and investing. Proficiency in financial statement analysis, relationship-building, and technical skills such as Excel and Bloomberg is also required. The candidate must adhere to the highest ethical standards.

- Review and provide detailed feedback on stock pitches and PM investment processes - Help train junior analysts on idea generation and stock analysis - Build analytical tools for measuring and improving long/short team performance and investment process - Conduct deep dives on long/short portfolios to determine key return drivers and assess overall investment/team process with the objective of improving alpha returns - Develop and update curriculum of best practices to promote continuous learning and improvement on the investment platform - Ad hoc, project-based work supporting the Head of Professional Development and senior management - Superior analytical skills - High level of proficiency at written/verbal communication – ability to interface with PMs/Senior Management - Ability to manage projects end-to-end, exercising strong decision-making capabilities while executing on the team’s vision - Demonstrated interest in equity markets and investing, prior investing experience preferable - Financial acumen – basics of financial statement analysis, ability to understand different business models and industries, modeling skills a plus - Social aptitude – ability to build relationships across the investment platform - Excellent technical skills – Excel/Bloomberg, presentation-building, database analytics and potentially programming experience - Commitment to the highest ethical standards

- Superior analytical skills - High level of proficiency at written/verbal communication – ability to interface with PMs/Senior Management - Ability to manage projects end-to-end, exercising strong decision-making capabilities while executing on the team’s vision - Demonstrated interest in equity markets and investing, prior investing experience preferable - Financial acumen – basics of financial statement analysis, ability to understand different business models and industries, modeling skills a plus - Social aptitude – ability to build relationships across the investment platform - Excellent technical skills – Excel/Bloomberg, presentation-building, database analytics and potentially programming experience - Commitment to the highest ethical standards

- Health care benefits - Generous parental and family leave policies - Mental and physical wellness programs - Volunteer opportunities - Non-profit matching gift program - Support for employee-led affinity groups representing women, minorities and the LGBT+ community - Tuition assistance - Competitive retirement program