Research Analyst

Lake Oswego, Oregon
Competitive total benefits package including salary, descretionary bonus and profit sharing plan.
Feb 11, 2019
Mar 13, 2019
Industry Sector
Asset Management
Employment Type
Full Time

Company Overview

Jensen Investment Management is a boutique investment management firm headquartered in Lake Oswego, OR.   Founded in 1988, the firm has $7.4 billion of assets under management based upon its reputation for integrity, culture of independence and employee ownership, and a solid long-term performance track record. The firm manages separate accounts for individuals and institutions and two mutual funds, The Jensen Quality Growth Fund and The Jensen Quality Value Fund. The firm and the investment portfolios are managed utilizing a team approach. Portfolios are constructed in a fundamental style, driven by in-depth analysis of businesses derived from a qualifying universe of less than 250 companies. For more about Jensen, please visit


This is a unique opportunity for a motivated investment research professional with good interpersonal skills to join Jensen Investment Management’s Research team to support growth in existing investment products and the formation of a global large-cap, quality mutual fund. Once launched, the Jensen Global Quality Growth strategy will employ a strategy similar to that of the Firm’s flagship strategy, Jensen Quality Growth, expanded to a global universe of companies.  Both strategies will generally hold investments in 25-40 companies with market capitalizations greater than $1 billion. Investments will be selected purely by a bottom-up research process.  An investment will remain in the strategy as long as it trades at a discount to intrinsic value and generates expected shareholder value over the course of the investment. 

The Research Analyst position is responsible for supporting the Portfolio Management team by conducting independent equity research on mid- to large-cap publicly-traded companies domiciled inside and outside the U.S.  The ideal candidate will have experience in fundamental investment analysis.   Exposure to foreign languages and cultures is viewed favorably.

Essential Duties

  • Conduct independent, fundamental research on mid- to large-cap public companies domiciled inside and outside of the U.S.
  • Develop and maintain discounted cash flow (DCF) models on portfolio and bench companies.

Job Duties and Requirements

  • Support Portfolio Management team by conducting and producing thorough research reports on mid- to large-cap publicly-traded companies domiciled inside and outside the U.S.  Research reports include analysis of industries, geographies, economics, regulatory and government filings, key products, suppliers, customers, competitive advantages, risks, corporate management, financial statements, financial ratios and environmental, social, and governance issues.
  • Monitor companies that are held in the strategy as well as others that are eligible for inclusion – keep up with news flow, earnings releases, company/industry conference calls and webcasts.
  • Develop and maintain discounted cash flow (DCF) models on portfolio and bench companies.
  • Present company research to the investment team on a timely basis.
  • Debate and challenge team member's research assumptions and conclusions for investments across all industries and countries.
  • Travel to meet with company management domestically and if desired or necessary internationally.
  • Create written content for external distribution.  Includes portfolio updates, performance commentaries, and thought-leadership pieces.
  • Work on occasional ad hoc projects related to company analysis and portfolio management.


  • Bachelor's degree with strong record of academic achievement.
  • CFA and/or MBA preferred.
  • Minimum of five years of fundamental investment analysis experience. Domestic equity research and/or international equity research experience viewed favorably.
  • Proficiency in English required, experience in other foreign languages and cultures viewed favorably.
  • Strong quantitative, statistical, and analytical thinking skills.
  • Strong writing and verbal skills.
  • Attention to detail and ability to execute tasks in a timely and proficient manner.
  • Strong work ethic and the ability to self-motivate.
  • Must work well in a team.
  • Proficiency with Microsoft Office.
  • Proficiency with Thomson Eikon a plus.
  • Ability to travel when needed.
  • Positive attitude and a professional and friendly demeanor
  • Curiosity and a willingness to learn and grow
  • Must be legally authorized to work in the United States.

Compensation & Benefits

Jensen Investment Management offers competitive compensation and a competitive benefits package including medical, dental and vision coverage paid at 100% for employees and 75% for dependents, parental leave, paid time off, profit sharing plan, discretionary cash bonus, gym membership and other benefits. 


If you meet the qualifications and are interested in the position, please email a resume, cover letter that specifically outline your qualifications for the position and how you cultivated an interest in investing and your compensation requirements to In the email subject field type “Research Analyst”. All submissions will be kept in confidence.