Fundamental Equities – Research Analyst (Income & Value Investment Team), VP
About the position
Responsibilities
• Conduct fundamental analysis and valuation of mid- and large-cap US and international equities. • Develop and present investment theses backed by conventional and alternative data. • Collaborate with team members to share insights and enhance investment strategies. • Engage with clients, prospects, and investment consultants to communicate investment strategies and performance. • Stay informed about industry dynamics and competitive analysis to support investment decisions.
Requirements
• 4+ years of experience in investing (buy or sell-side) preferred. • Strong background in fundamental analysis and valuation of equities. • Ability to work in a fast-paced team environment with strong communication skills. • Demonstrated record of academic achievement and original thinking. • Expertise in financial analysis and modeling. Nice-to-haves
• Experience with a value- and quality-tilted investment style. • Familiarity with growth investment strategies. • Strong presentation skills in both small and larger group settings.
Benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)Apply Now
Apply Now
Responsibilities
• Conduct fundamental analysis and valuation of mid- and large-cap US and international equities. • Develop and present investment theses backed by conventional and alternative data. • Collaborate with team members to share insights and enhance investment strategies. • Engage with clients, prospects, and investment consultants to communicate investment strategies and performance. • Stay informed about industry dynamics and competitive analysis to support investment decisions.
Requirements
• 4+ years of experience in investing (buy or sell-side) preferred. • Strong background in fundamental analysis and valuation of equities. • Ability to work in a fast-paced team environment with strong communication skills. • Demonstrated record of academic achievement and original thinking. • Expertise in financial analysis and modeling. Nice-to-haves
• Experience with a value- and quality-tilted investment style. • Familiarity with growth investment strategies. • Strong presentation skills in both small and larger group settings.
Benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)Apply Now
Apply Now