Analyst, Equity Research
About The Position
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Investment Solutions Team at the Bahnsen Group is an integral part of achieving this vision. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 90 employees. The firm manages over $8.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is looking for an Analyst to join their Equity Research group within their Investment Solutions Department. This role is a full-time, in-office position for our Newport Beach, CA office. The position is focused on TBG's Core Dividend portfolio and providing equity research coverage. The Analyst will conduct bottoms-up fundamental research with a focus on companies that are paying and growing their dividend over time. The Analyst will work with experienced portfolio management professionals, including Co-CIOs David Bahnsen and Brian Szytel.
Requirements
- 3+ years experience -- relevant experience analyzing equities (value/dividend focused preferred)
- Strong Excel skills
- Passion for bottom-up research & long-term investing
Nice To Haves
- Experience with FactSet or Bloomberg (preferred)
- Bachelor's degree in Math, Economics, Finance, Engineering, or related (preferred)
Responsibilities
- Conduct fundamental driven research on portfolio companies & prospect pipeline
- Monitoring of portfolio holdings, attend earnings calls, & cover sell-side analyst reports
- Analyze financial statements, track key catalysts, news, and market movements
- Prepare investment reports to communicate research with analyst team & portfolio managers
- Build and maintain financial models
Benefits
- Salary commensurate with experience
- Full benefits package including medical, dental, vision, and disability
- 401(k) plan with TBG contribution of 3% of compensation
- Discretionary annual bonus
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
