Equity Research Analyst

Location
Santa Clara, California
Salary
Salary Determined on Experience, Medical, 401K, Vacation & Sick Pay
Posted
12 Nov 2020
Closes
12 Dec 2020
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Grassi Investment Management, LLC - Equity Research Analyst - Santa Clara, CA

Grassi Investment Management was founded in 1984. We are an independent investment advisory company that serves both institutions and high net-worth individuals.

Job Summary:

The research analyst will be expected to assume coverage of the firm’s existing equity holdings in defined sector(s) and to generate new investment ideas for portfolio managers.

Duties and Responsibilities:

  • On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe.
  • The analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world.
  • Identify key trends and value and risk drivers.
  • Building, maintaining and analyzing financial models of companies and industries.
  • Identifying investment opportunities with respect to stocks.

Qualifications:

  • A minimum of 2-5 years’ experience as an Equity Analyst analyzing public equities.
  • Highly effective written and verbal communication skills.
  • Bachelor’s degree from an accredited college or university; CFA® Level 1 (preferred).
  • An ability to multi-task in a fast-paced environment.
  • Knowledge in technical analysis a plus.
  • Desire/ability to work successfully in a small company environment.

 

Salary Determined on Experience
Medical
401K
Vacation and Sick Pay

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