Equity Analyst
- Employer
- Irvine Company
- Location
- Irvine, California
- Salary
- Open
- Closing date
- Jun 4, 2021
View more
- Job Function
- Equities Research: Buy Side, Investment Advisor/Consultant
- Industry Sector
- Construction / Real Estate
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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
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