Equity Research Analyst
Livian & Co. a growing wealth management firm formed in 2010 by a group of investment professionals, is seeking a financial analyst (equity research focused) to assist us in our portfolio management activities. This is your chance to play a key role in the future success of our organization!
The analyst will provide support to the portfolio management team and will conduct fundamental analysis and due diligence on companies across capital size and sector. Tools utilized in the due diligence process will be Bloomberg Professional Services, company’s SEC filings and Microsoft Office. The analyst will participate in company conference calls and perform industry-level analysis for areas as diverse as media and life sciences. The successful candidate will have some experience with financial statements and the desire to learn more.
Additionally, the financial analyst will provide support on researching income-oriented securities such as real estate investment trusts, dividend-oriented common stocks, preferred stocks, closed-end funds, and new opportunities in the private markets.