Equity Analyst

Overview

Vantage Investment Partners is a single family office managing a concentrated portfolio of public equities.  We are looking to add equity analyst candidates with a minimum of 3 years and a maximum of 7 years of either public equity or private equity investing experience.  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. 

Only candidates within the desired experience range (3-7 years) and submit all three of the documents specified under “How to Apply” will be considered for the position. 

How to Apply

• Submit all three (3) documents in PDF format via email to info@vanpartnersllc.com with your first and last name – CFA posting in the subject line (Example: “Steve Smith – CFA posting”).
  • 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?

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
• Ability to travel for investor conferences, company meetings, trade shows, and other events that further the firm’s ability to make impactful investment decisions
• Help improve and expand the firm’s research and investment process

Qualifications

• Minimum of 3 years and maximum 7 years of relevant experience (public equity or private 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