Boston, Massachusetts (US)
paid position
08 Sep 2021
08 Oct 2021
Industry Sector
Asset Management
Employment Type
Full Time

The Analyst will perform bottom-up fundamental research within the financial sector with emphasis on banks & diversified financials for the purpose of making buy and sell recommendation to portfolio managers across the US Equities platform.

Key Responsibilities:

  • Maintain bottom-up research coverage on the utilities and real estate sectors.
  • Thought leadership on overall financial cycles and themes and sector positioning across the equity platform.
  • Independently and thoughtfully conduct equity research.
  • Work collaboratively with our financial sector team leader.
  • Generate, develop, and present new investment ideas as well as monitor current investments for all active US equity strategies along with the “best ideas” research portfolio.
  • Build and maintain complete company models, create income statement and balance sheet forecasts, and perform valuation analysis.
  • Apply economic value added (EVA) analysis and valuation to fundamental models.
  • Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates.
  • Frequent and informal communication with portfolio managers on sector and their holdings.
  • Initiate and maintain contacts with company managements.


  • Bachelor’s degree plus MBA and/or CFA, strongly preferred.
  • 10 to 20 years of equity research experience.
  • Exceptional knowledge of utilities and/or real estate
  • Strong fundamental analytical skills.
  • Seasoned and proven judgment and thought process in the field of research.
  • Consistent and strong investment performance.
  • Advanced financial modeling and valuation skills.
  • Excellent communication skills, both written and verbal.
  • Team player mentality.

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