This is a unique opportunity for a motivated investment research professional to join Jensen Investment Management’s Research team. The analyst will primarily conduct research in support of The Jensen Quality Growth Strategy but may support other products as well. The Jensen Quality Growth strategy holds investments in 25-30 companies with market capitalization greater than $1 billion and a return on equity of 15% or greater in each of the last 10 years as determined by the Investment Team. Investments are selected primarily based on bottom-up research. We are long-term investors and holdings will generally remain in the Strategy as long as business fundamentals remain intact and shares trade at a discount to our full value estimate.
The Business Analyst position is responsible for supporting and contributing to the investment process by developing and maintaining research reports and financial models. The ideal candidate will have 5-10 years of experience conducting fundamental equity research, preferably with a long-term investment approach.
- Conduct independent, fundamental research on mid- to large-cap public companies.
- Develop and maintain discounted cash flow (DCF) models on portfolio and bench companies.