The Analyst will be an active member of the Value Advantage Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
Job responsibilities:
- Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team’s research process.
- Identify fundamental risks for each stock in regard to macro, industry and company-specific events.
- Perform independent fundamental analysis of a company’s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company’s business model.
- Build and maintain financial models to estimate future cash flows and sustainable earnings power.
- Maintain written and verbal communication with the Portfolio Manager.
- Collaborate on investment theses and monitor against company updates.
- Utilize valuation techniques to estimate firm value.
**Required qualifications, skills and competencies; **
- Bachelor Degree
- 4+ years experience.
- Generalist
- Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.
- Requires independent thinking and the ability to perform research with limited oversight.
- Must possess strong interpersonal skills and be a team player.
**Preferred qualifications, skills and competencies; **
- Preferably a degree with a concentration in economics, finance, and/or CFA designation.
- Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.