Responsibilities:
This is a small / mid (SMID) cap equity analyst role; the analyst’s primary responsibility will be to generate long only investment ideas for fundamentally driven small, SMID and mid cap portfolios. The successful analyst will also:
- Construct, analyze, and interpret absolute and relative valuation approaches
- Conduct fundamental research including the analysis and interpretation of financial statements and the construction of earnings and cash flow estimates
- Interpret economic and market data and current events
- Utilize FactSet-based screening and portfolio analysis tools
- Interact with internal and external industry analysts, company investor relations personnel and company managements, field PMs, clients, and due diligence analysts
- Conduct and analyze performance attribution reports, factor attribution and risk reports, benchmark analysis and ad hoc research projects
- Deliver presentations to investors and produces written arguments and investment cases to the investment team
Required Qualifications:
- 2-5 years of experience in the investment industry with experience in fundamental research and analysis of financial statements
- Strong working knowledge of financial forecasting and valuation techniques and risk analysis at the portfolio level
- Strong communications and writing skills
- An analytical mind with a strong curiosity about how companies and markets work
- Collaborative team player who contributes to a positive working environment
Desired Qualifications:
- Proficient with FactSet, Bloomberg, Microsoft Excel, Microsoft Word and Axioma
- Economic analysis experience; MBA, MS, CFA or CFP
Skills:
- Analytical Thinking
- Risk Analysis
- Collaboration
- Oral Communications
- Attention to Detail
- Prioritization
- Business Process Analysis
- Industry knowledge
- Business Acumen
Bachelor’s Degree in related field or equivalent work experience
1st shift (United States of America)