Equity Analyst

Position Summary:

The Equity Analyst position is part of the Company’s Investment Division. Activities specific to this role include: supporting Sr. Equity Analysts; evaluating equity investments; performing sector and company-specific research; preparing written investment reports; providing timely investment recommendations; building financial and valuation models; performing special projects; and maintaining in-depth knowledge of economic, market, and industry trends. This is an in-office, team oriented position that encourages rapid growth through intensive training, mentoring, and collaboration.

Interested candidates are requested to submit a brief written response (250 words or less) describing their personal investment philosophy and passion for investing as part of their application cover letter.

Job Duties:

• Support Sr. Equity Analysts with sector-specific coverage responsibilities
• Analyze existing and prospective investment opportunities
• Prepare and produce well-researched and well-reasoned analyses
• Build and maintain financial and valuation models
• Prepare materials and exhibits for senior management meetings
• Monitor news and developments for assigned companies and sectors
• Interface with portfolio management & accounting systems to produce custom reports
• Complete time-sensitive projects and ad hoc analyses

Minimum Qualifications / Other Expectations:

• Bachelor’s degree in finance, economics, business, or related field
• Passed CFA Level II exam
• Proficiency in financial modeling, equity valuation, and GAAP accounting
• Strong analytical, quantitative, and communication skills, with exceptional attention to detail
• Expertise in Microsoft Excel
• Compatible investment philosophy and a genuine passion for investing
• Intellectual curiosity and humility; willingness to collaborate and be mentored
• Problem solver with the ability to prioritize tasks and meet firm deadlines
• Positive attitude and team player
• Strong work ethic, high moral integrity