Equity Analyst II - Kansas City Office

First National Bank of Omaha•Kansas City, MO

3d•Onsite

About The Position

Tributary Capital Management is seeking an Analyst II to join their investment team in Kansas City. This role is responsible for identifying and proposing new investment ideas for the Equity Income and Large Cap Core strategies, as well as covering existing holdings. The ideal candidate will demonstrate advanced insight in company research, investment valuation, and portfolio recommendations. Tributary Capital Management is a SEC Registered Investment Adviser managing over $4 billion in equity strategies, emphasizing fundamental research and security valuation with a long-term investment horizon.

Requirements

Bachelor’s Degree in Finance, Economics, or Accounting.
CFA Designation or equivalent.
Minimum 5 years of equity research & analysis experience, 8+ years preferred.
Ability to make investment recommendations within a well-defined, team-oriented investment process.
Strong verbal and written communication skills.
Ability to operate and collaborate effectively within a team environment.
Unrestricted work authorization and not require future sponsorship.

Responsibilities

Develop new investment ideas for Tributary’s Equity Income and Large Cap Core investment strategies.
Provide an advanced level of insight and value-add to portfolio managers through company research, investment valuation, and portfolio recommendations.
Offer purchase and sale recommendations.
Cover stocks and economic market sectors, as assigned.
Communicate with portfolio managers and other members of the investment team to explain and articulate news, earnings, and other events pertaining to covered stocks/sectors.