Equity Analyst

Overview

Vantage Investment Partners is a single family office managing a concentrated portfolio of public equities. We are looking to add an experienced equity analyst to our investment team. The equity analyst’s primary objective is to conduct deep research and fundamental analysis to support an investment thesis in a Company guided by the Firm’s investment process and philosophy. Successful candidates will have a strong passion for public equity investing, an intellectual curiosity for businesses, and the ability to work effectively and flexibly with a small team. This role is an in-office position (not remote/hybrid) located in our Kansas City, MO headquarters.

Investment Philosophy

Vantage employs a long-term value-oriented approach to investing in Companies. We favor businesses with strong financial characteristics led by high-quality managers. We invest across a wide range of industries, preferring businesses with wide and growing moats and defensible positions. We exercise a disciplined strategy rooted in fundamental analysis, seeking to acquire businesses at a discount to their intrinsic value and who can compound earnings over a long-time frame.

Responsibilities

• This role is for generalist research coverage; the expectation is you will cover companies across a variety of industries
• Conduct rigorous business due diligence, including reading and summarizing findings from company filings, research reports, transcripts and news
• Conduct primary research including speaking with industry experts, analysts, attending conferences or tradeshows and meeting with management teams
• Recommend investments to portfolio managers and the investment committee through carefully written investment thesis presentations and memos
• Create and maintain valuation models and monitor ongoing developments for the firm’s universe of equity stock holdings and watchlist
• Help improve and expand the firm’s research and investment process

Qualifications

• Minimum of 3 years of relevant experience (public equity investing)
• Strong understanding of finance and accounting
• Proficient with financial modeling and discounted cash flow analysis
• Proficient in Word, Excel, PowerPoint. Working knowledge of Bloomberg is a plus.
• Strong communication skills, both written and verbal
• Flexible and team oriented, with the ability to pivot from one task to another
• Self-motivated, entrepreneurial, with a demonstrated passion for investing
• Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment
• Experience working with junior analysts and/or interns is a plus
• Bachelor’s degree required; CFA® or an advanced degree (MBA) is a plus

How to Apply

• Submit three (3) documents in PDF format via email to info@vanpartnersllc.com with your first and last name – CFA website in the subject line (Example:  “Steve Smith – CFA website”).
  • I) a current Resume
  • II) an Investment Memo on a public company (max two (2) pages written + two (2) pages appendix)
  • III) a set of Written Responses to the following three (3) questions, no more than one page written
    • 1. What are your three favorite books and why? (not limited to investment books)
    • 2. How do you go about assessing the quality of a business?
    • 3. What makes you different from other candidates?
  • Note: only submissions with all three documents (Resume, Investment Memo, Written Responses) will be considered; incomplete submissions will be discarded