Equity Research Analyst

Level Four Group, LLC•Dallas, TX

3d•Onsite

About The Position

The Equity Research Analyst is a key member of the capital management team, providing quantitative and fundamental research to support the Level Four Capital Management (LFCM) investment process. The process uses bottom-up fundamental analysis, including due diligence on industry and company-specific trends, analysis of reported financials, and extensive modeling and valuation work. The analyst works in the corporate home office and directly supports the management of proprietary investment strategies and custom client solutions. This position works on-site Monday through Friday at the Dallas, Texas office. The analyst supports the investment committee in managing proprietary equity SMA model portfolios, ETF and mutual-fund-based asset-allocation model portfolios, and alternative investments. The role also contributes to investment research, portfolio decisions, market monitoring, research tools, and firm-wide operational and process-improvement projects.

Requirements

Exceptional analytical skills and a proven ability to dissect financial statements.
Competency in assessing business models.
Ability to evaluate investment opportunities in a timely manner and communicate conclusions effectively.
Excellent quantitative, verbal, and written communication skills, including the ability to present a concise investment thesis to audiences ranging from portfolio managers to clients.
Ability to collaborate and work independently.
Bachelor's degree required.
General computer and software knowledge, including Bloomberg and Salesforce.

Nice To Haves

MBA or CFA, or working toward either qualification.
FINRA securities licenses; not required but a plus.

Responsibilities

Support the investment committee in the discretionary management of proprietary equity SMA model portfolios, ETF/mutual-fund-based asset-allocation model portfolios, and alternative investments.
Research existing and potential investments through fundamental analysis, financial modeling, valuation, and performance analysis.
Conduct fundamental research within the firm's proprietary investment process.
Dissect and project company financials and perform valuation analysis.
Synthesize data to generate investment ideas and recommend investment actions.
Communicate findings and recommendations to Investment Committee members to help drive portfolio alpha.
Monitor financial-market developments and assess current and anticipated trends and their potential effects on client portfolios.
Support the Investment Committee in developing research tools and completing special projects.
Communicate market technical moves and provide insight on markets relating to firm holdings.
Serve as a central resource for investment-management research, compile research as needed, and use industry relationships to obtain research reports.
Speak with analysts and arrange calls with portfolio managers to discuss new and existing portfolio ideas.
Work on firm-wide special projects related to operational efficiencies and process improvements.
Perform additional duties as required.