Junior Fundamental Analyst
- Recruiter
- Charles Schwab Inc.
- Location
- Boston, Massachusetts (US)
- Salary
- Salary will be determined based on skills and experience
- Posted
- 23 Dec 2021
- Closes
- 21 Feb 2022
- Ref
- Sr Manager - Equity Research
- Job Function
- Equities Research: Buy Side, Equities Research: Sell Side, Portfolio Management: Equities
- Industry Sector
- Finance - General
- Certifications
- CFA Charterholder, Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending)
- Employment Type
- Full Time
- Education
- Bachelors
Your Opportunity
The Equity Analyst will join an experienced and collaborative team to assist in the fundamental, bottom-up research process and participate in the management of the ThomasPartners strategies and the Schwab active equity mutual funds.
What you are good at
- Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas
- Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas
- Assist the research team in ad hoc projects, research administration, and systems
- Support client services and sales teams inquiries
What you have
- Bachelor’s degree and CFA and/or MBA required
- 3 + years of relevant experience
- Solid accounting and financial statement/KPI modeling abilities
- Outstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form
- Quick learner, comfortable dealing with ambiguous, fluid situations
- Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data
- Experience with Bloomberg, Factset, and other related software
- Passion, integrity, creativity, inquisitiveness and self confidence
- The candidate should be a self-starter, well organized, and be able to work in a collaborative, team environment