Research Analyst

Recruiter
Punch & Associates Investment Management
Location
Minneapolis, Minnesota
Salary
Competitive salary, and generous benefits package
Posted
28 May 2021
Closes
27 Jun 2021
Employment Type
Full Time
Education
Bachelors

Punch & Associates Investment Management, Inc. is a Minneapolis-based, independent wealth and investment management firm with $2 billion of assets serving a select number of institutions and families of substantial wealth. Our mission is to enable families and institutions to steward resources with clarity and purpose.

We are seeking a Research Analyst to join our investment team. The ideal candidate will have a passion for investing and an interest in focusing on under the radar, small and microcap companies. Punch manages relatively concentrated portfolios of publicly traded securities.

Accountabilities Include:

  • Provide fundamental research on existing and potential investments.
  • Build and maintain relationships with company management teams.
  • General research projects including industry research and providing competitive analysis.
  • Generate new investment ideas and maintain watchlists of potential investments.
  • Participate in conferences and due diligence trips.
  • Generate content for advisors, clients, and marketing collateral as needed.

Skills and Qualifications:

  • Bachelor’s degree required.
  • Participation in the CFA program encouraged.
  • 2-5 years of relevant investing experience (public equity, equity research, investment banking, or private equity).
  • Demonstrated passion for investing.
  • Self-motivated with ability to work both independently and collaboratively in a team environment.
  • Strong qualitative and quantitative analytical skills.
  • Avid reader with excellent written and interpersonal communication skills.
  • Travel is required on regular basis.
  • In-office presence required, and personal ties to Minnesota preferred.

Punch & Associates offers a competitive salary, people-first culture, and generous benefits package.

Please submit a cover letter or 1-page investment thesis and analysis, along with resume to resumes@punchinvest.com.

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