Investment Analyst

US - MD - Bethesda
$65,000 + plus benefits, dependent on qualifications
Feb 14, 2018
Mar 16, 2018
Employment Type
Full Time

Position Description

Title: Investment Analyst

Reports to: Director of Research

Benefits: Yes

Status: Full time

Date: February 12, 2018

Job Summary

Experienced Investment Analyst to undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our portfolio-management strategy by providing the necessary data for our decision making process.


Duties and Responsibilities 

The Analyst can expect to focus in the following areas:

  • evaluating macroeconomic data
  • researching companies
  • analyzing income statements, balance sheets, and cash flow statements
  • utilizing press releases, earnings conference calls, company presentations, and financial filings (10Qs, 10Ks, etc.) to evaluate corporate strategy
  • creating financial statement pro formas and constructing valuation models
  • writing financial research summaries
  • making informed recommendations on individual equities to FBB’s investment committee
  • Provide insights into fixed income asset classes, such as corporates, municipals, and Treasuries


The Analyst position typically requires the following qualifications:

  • Proven work experience in financial analysis, with a preference for investment research and analysis (2-3 years minimum)
  • Solid understanding of financial modeling, statistics and economics
  • Strong use of Bloomberg, Excel and other financial analysis software
  • Excellent quantitative and qualitative analytical skills
  • Familiarity with and experience in the use of risk models and quantitative portfolio management techniques
  • Experience working in a team environment where they have developed and honed problem solving and communication skills
  • Strong, relevant academic credentials (BA/MS) in quantitative analysis (economics, accounting, finance, math, engineering, etc.) or qualitative analysis (journalism, psychology or related field)
  • Progress toward the Chartered Financial Analyst (CFA) designation preferred
  • Interest and / or experience in a particular industry (technology, energy, telecoms, utilities, etc.) also a plus
  • Experience in fixed income (trading, research, portfolio management, banking, etc.) is beneficial

Pay/benefits are competitive based on industry standards.

  • Salary will be based on experience, $65k+
  • Benefits include dental, vision, health care, 401(k), long-term disability
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other professional/leadership development opportunities available


FBB Capital Partners is an Equal Opportunity Employer