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About The Position

Requirements

• Bachelor, Masters degree
• 1-3 years relevant work experience in the investment management industry
• Previous experience in deep, differentiated fundamental analysis within the investment industry
• Working knowledge of capital markets and investment management
• Deep curiosity on subject matter
• Articulate and confident communication skills
• The desire to contribute meaningfully in a small, entrepreneurial team environment
• Proven ability to take projects from start to finish
• Willingness to work independently while developing within a culture of mentorship and collaboration
• Team player who can support Portfolio Managers and the other Analysts in report writing and ad-hoc projects
• An open and inquisitive mind willing to accept new ideas while challenging existing assumptions
• The desire to build a long-term career with a strong, growing organization

Nice To Haves

• Progress toward CFA charter preferred but not required

Responsibilities

• Demonstrates strong stock selection and decision making expertise
• Strong financial and modelling skills
• Has a deep sector perspective and is able to develop, explain and articulate his/her perspective
• Broadens understanding and relationship of macro-economic, geopolitical, and world issues and how they influence the sectors under coverage and formulates view
• Regularly pitches timely high conviction and actionable investment recommendations and sector ideas
• Conducts own independent research and develops differentiated insights including unique and innovative analysis, supported by data, and presents findings with conviction
• Publishes reports that include in-depth and critical research/analysis and investment rationale which stimulates discussion, actionable ideas, and a move to action
• Seen as a credible communicator and is able to articulate and influence others to own point of view
• Exhibits confidence and conviction when presenting ideas
• Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subject

Benefits

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans