Investment Analyst

Chicago, Illinois
Basic + Bonus
02 Dec 2022
31 Jan 2023
Industry Sector
Employment Type
Full Time

The opportunity


The Investment Analyst is accountable for providing accurate, thorough and timely detailed fundamental analyses of small- and mid-cap public companies to the US Small Cap Equity investment team to assist in building high-performing and well-structured portfolios.

We are passionate small cap investors looking for an equally passionate teammate.  The small size of the team means that the investment analyst will be heard – the sharing of opinions, recommendations and experiences is encouraged and expected.  Culture is important to us.  We have generated an exceptional long-term performance track record resulting in significant asset and client growth.




  • Analyze specific assigned companies, interpret market trends and examine specified market sector activity in order to provide information and analysis required in the investment decision-making process; sector responsibilities TBD, but generalist coverage should be expected at the onset
  • Complete deep, independent fundamental analysis of companies, including the assessment of overall company quality (competitive positioning, management, etc.) and financial statement analysis to make investment recommendations




  • Bachelor’s degree required, may hold or be working toward advanced degree and/or
  • CFA 2-3+ years of investment experience or relevant business experience
  • Strong analytical skills to complete detailed fundamental analyses
  • Strong written and verbal communication skills to deliver reviews and recommendations
  • Good understanding of business and economics to research target companies and determine potentially profitable investments
  • Sense of judgment and self-discipline to evaluate multiple opportunities and make appropriate investment decisions
  • Passionate about markets and flexibility



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