Investment Analyst

Charlotte, North Carolina
Competitive compensation including salary and bonus.
Feb 01, 2019
Mar 03, 2019
Equity Research and Economic Analysis
Industry Sector
Asset Management
Employment Type
Full Time

Firm Overview:

WestEnd Advisors is a privately-owned investment management firm based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a Large-Cap Core Equity strategy along with a series of portfolios that are constructed with ETFs. WestEnd has approximately $4 billion in assets under management and advisement.

Position Description:

The Investment Analyst will support WestEnd’s Investment Team as part of the firm’s unique, time-tested, top-down and bottom-up investment process. Primary responsibilities include, but are not limited to:

  • Performing research and analysis of leading companies in targeted sectors to support Portfolio Managers in making investment recommendations
  • Conducting economic and market research to help inform the firm’s macroeconomic outlook and investment decisions
  • Writing research reports to be presented to the Investment Team
  • Financial modeling: three statement analysis (income statement, balance sheet, statement of cash flows).  Creating charts, tables and other visual aids as part of analysis.
  • Ongoing monitoring of market and company events that could impact portfolio positions


Applicants must have a strong understanding of economic and finance concepts, as well as a passion for the markets, economics and investing. Candidates should have at least 2-4 years of experience with financial modeling and equity research. Applicants should also have:

  • An outstanding work ethic and attention to detail
  • Experience with financial statement analysis and financial modeling
  • Familiarity with valuation methodologies and comparable company analysis
  • Understanding of key economic concepts and major economic readings
  • Knowledge of U.S. equities and Exchange Traded Funds (ETFs)
  • Excellent quantitative skills
  • Strong writing and presentation skills
  • Superb interpersonal skills
  • Strong technical skills, including a high degree of proficiency with Excel and PowerPoint and various economic and market data aggregation tools.
  • Bachelor’s degree with strong academic credentials
  • A desire to pursue the CFA designation