Equity Analyst

Location
Chicago, Illinois
Salary
Competitive
Posted
01 Jun 2021
Closes
01 Jul 2021
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Advisory Research Investment Management – Equity Analyst:

Company:

Advisory Research Investment Management is a Chicago-based investment management firm with approximately $2 billion in assets under management. 

The firm seeks an equity analyst with a sincere interest in investing and intensive fundamental research.

Please send a resume and cover letter to resumes@advisoryresearch.com

 

Responsibilities:

  • Conduct fundamental analysis on potential new equity investments.
  • Understand the drivers of the competitive positions within assigned industries, identifying the sources and sustainability of a company’s competitive advantage.
  • Detailed analysis of financial statements and filings, as well as projections of future financial profiles and returns.
  • Conduct calls with management teams and industry competitors.
  • Effectively communicate investment research and recommendations in writing, through research memos and e-mails, and verbally at regular investment meetings.
  • Make investment recommendations based upon detailed analytical research.
  • Develop a well-understood and well-researched collection of companies that could be purchased at the right price over time.
  • Provide value-added insights into existing portfolio companies through continued fundamental analysis.

 

Qualifications:

  • Strong interest in investing and in-depth, fundamental company analysis
  • Strong analytical and valuation skills
  • Passion for equity investing
  • Ability to work both as part of a small team and independently
  • Effective written and verbal communication
  • Two to seven years of related investment analysis experience
  • CFA Charter preferred

Similar jobs

  • Junior Research Analyst-REITs

    • Chicago, Illinois
    • Salary Commensurate with Experience and Industry Standard
    • Duff & Phelps Investment Management Company
  • Senior Research Analyst

    • Chicago, Illinois
    • Salary commensurate with experience
    • anonymous
  • Junior Research Analyst

    • Tirgran has staff located in Northbrook, IL and Boulder, CO.
    • This job is for full time employment with salary, benefits and bonus negotiable.
    • Trigran Investments, Inc.

Similar jobs

  • Junior Research Analyst-REITs

    • Chicago, Illinois
    • Salary Commensurate with Experience and Industry Standard
    • Duff & Phelps Investment Management Company
  • Senior Research Analyst

    • Chicago, Illinois
    • Salary commensurate with experience
    • anonymous
  • Junior Research Analyst

    • Tirgran has staff located in Northbrook, IL and Boulder, CO.
    • This job is for full time employment with salary, benefits and bonus negotiable.
    • Trigran Investments, Inc.
  • You need to sign in to save