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Research Analyst

Employer
Scharf Investments, LLC
Location
Los Gatos, California
Salary
Pay is competitive based on industry standards and candidate experience
Closing date
Aug 5, 2022

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Job Function
Equities Research: Buy Side
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

The Research Analyst will conduct independent and collaborative investment analysis. The Research Analyst will be responsible for discovering and evaluating investments, conducting due diligence, and presenting findings to the Investment Committee. The Research Analyst may spearhead a working group covering one or more sectors and will be expected to coach and mentor more junior members of the research team.

The Research Analyst can expect to focus in areas including:
• Discovering new investment ideas independently and in collaboration with the Lead Portfolio Manager
• Researching prospective investments and conducting due diligence
• Maintaining research and models on existing investments
• Coaching/mentoring of junior analysts and associates
• Assisting in client relations, marketing/branding, and business development (as needed)

Qualifications and Requirements
• Alignment with the firm’s investment philosophy is a must
• Desire and ability to work successfully in a small entrepreneurial company, requiring good interpersonal skills and an ability to interact with non-investment professionals within the firm
• Lifelong passion for public markets as well as a track record of outperformance in personal and/or professional stock recommendations
• Bachelor’s degree. CFA/MBA designation preferred
• 5+ years of relevant work experience
• Experience at a top investment firm, investment bank, private equity, or hedge fund preferred
• Proficient in valuation methodologies, modeling, due diligence, and investment analysis
• Be proactive, resourceful, detail-oriented, have excellent communication skills and a strong work-ethic
• Ability to coach/mentor junior team members

Contact
Please send resume to: recruiting@scharfinvestments.com

Company

Scharf Investments is a focused investment management firm with around $4.0 billion in assets under management and a top-tier long-term performance record. For over 30 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds. Portfolios are managed with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility and long‐term perspective.

Company info
Website
Telephone
8314296513
Location
16450 Los Gatos Blvd
Suite 207
Los Gatos
CA
95032
US

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