Research Associate / Analyst
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, www.lateef.com for additional information on our firm, team, philosophy and performance.
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)