Research Associate

Location
Cincinnati, Ohio
Salary
Competitive with benefits
Posted
19 Oct 2021
Closes
18 Dec 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

ABOUT SYCAMORE CAPITAL

Sycamore Capital, based in Cincinnati, Ohio, is a seasoned team of 12 investment professionals with a long history of mid- and small-cap value investing. The investment team, led by Chief Investment Officer Gary Miller, operates in a highly collaborative, client-centric culture, focused on delivering above average risk-adjusted returns. The team employs a bottom-up, fundamental approach to investing that seeks to identify better businesses that trade at a discount to their intrinsic value and possess fundamental drivers that could narrow the valuation gap over time. Companies that exhibit all three of these attributes generally possess the most compelling risk/reward profile.

About the Role

As a Research Associate at Sycamore Capital, your primary responsibilities will be to provide analytical and research support to the portfolio managers and research analysts in regard to the investment decisions for the Sycamore Small Cap Value Equity and Mid Cap Value Equity strategies.

Essential Job Functions

  • Perform initial reviews on potential investment opportunities, outlining risks and opportunities
  • Provide comprehensive income statement, balance sheet and cash flow analysis
  • Generate the estimated fair value of a company utilizing multiple valuation methods
  • Construct and maintain detailed models, highlighting a company’s sensitivities and other points of critical interest
  • Perform ongoing due diligence by meeting with current and prospective company management teams
  • Conduct in-depth, fundamental analysis using financial, industry and other supplemental data
  • Identify, understand and articulate the key fundamental drivers of a company’s stock performance
  • Aid in the development and communication (verbally and written) of a succinct investment thesis
  • Analyze industries and companies to contribute to the development of new idea generation
  • Assess market sentiment and expectations that are discounted in a stock price/valuation
  • Participate in the ongoing maintenance of integral financial screens, databases and spreadsheets
  • Develop strong relationships with industry contacts, sources and peers
  • Gain the confidence of the portfolio management team by sharing objective perspectives and assessments
  • Demonstrate the ability to work well in a collaborative culture and maintain a positive attitude

Required Candidate Qualifications

  • Bachelor’s Degree in Finance, Accounting, Economics or Sciences
  • Superior analytical skills
  • Proficiency in building financial models
  • Exceptionally strong written and verbal communication skills
  • Advanced MS Office skills (Excel, PowerPoint, Word, etc.)

Preferred Candidate Qualifications

  • Working knowledge of FactSet
  • Chartered Financial Analyst (CFA) designation or interest in pursuing

Relevant Skills and Competencies

  • Detail-oriented
  • Mindset of accountability and self-assessment
  • Self-starter mentality
  • Flexibility to function well in a collaborative, team environment
  • Problem solving
  • Work independently
  • Organizational and time management
  • Passion for the capital markets

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