Research Associate / Analyst

Greenbrae, California
Aug 18, 2017
Sep 17, 2017
Industry Sector
Asset Management
Employment Type
Full Time

About Us

Lateef Investment Management has provided professional portfolio management for individuals and institutions since 1974. Lateef manages the Multi-Cap Growth Equity and Large-Cap Growth Equity separately managed strategies along with the Lateef Fund. The strategies are long-only and predominantly invest in US-based companies. The cornerstone of our investment philosophy is to first preserve capital for our clients followed by our responsibility to increase capital in excess of the market average on a long-term basis. We do this by buying and holding outstanding businesses with a sustainable competitive advantage led by an owner-oriented management team of high integrity. Then we patiently wait to buy these companies when they are at a price below their intrinsic value. We limit risk by relying heavily on our own intensive research and collective experience. Please visit our website, for additional information on our firm, team, philosophy and performance.

Job Description

We are searching for a highly motivated individual to join our investment team. The primary responsibility of the associate is to support our research process. This position would be ideal for someone looking to gain exposure to the asset management industry.

Responsibilities include helping with the analysis of industries and individual companies, creating/updating financial models, and attending all research meetings. The associate will also be responsible for taking notes and keeping the team organized among other duties.


Assist portfolio managers with fundamental research

Build and update financial models

Update and gather portfolio attribution information

Create presentation materials

Attend internal research meetings and meetings with management teams

Arrange meetings and calls


1-2 years relevant experience (investment banking, capital markets, consulting)