Equity Analyst

SFG Asset Advisors, LLC
San Francisco, California
Salary commensurate with experience and skill level, plus annual performance bonus.
28 Mar 2023
27 Apr 2023
Employment Type
Full Time

Buy-side equity analyst

Buy-side equity analyst opportunity with San Francisco based firm.

Analyst will work with a portfolio manager as part of a family office direct investment team, analyzing long and short equity investments. Includes: building and maintaining financial models, participating in conference calls, attending industry conferences, conducting primary research on companies, products, customers, and competitors across industries.  Responsibilities will also include fund operational support such as liaison with middle and back-office portfolio support.

Skills and Experience

    3-5 years Buy-side/Sell-side experience a must MBA or CFA a plus Strong financial modeling is key and ability to translate data into actionable items Strong understanding of financial statement analysis Strong Excel, PPT, Bloomberg and FactSet skills a plus Ability to concisely describe an investment idea including company, opportunity, competition, valuation, catalysts, risk/reward, timing    

    Disciplined, tenacious and conscientiousness A passion for investing; ability to think and research globally across sectors and industries Enjoys a small, entrepreneurial team Strong work ethic and attention to detail
Please submit a resume and an informal letter (no generic cover letters please) that briefly describes yourself, and any other supporting discussion that is not encompassed in your resume (for example: stocks ideas you like, personal investing experience, inspiration, etc.). Ideally, candidates currently reside in the Bay Area. A combination of virtual and in-person work is available. Please email your resume and materials to Hanna at Hanna@sfgaa.com 


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