Equity Research Analyst

Strategic Global Advisors
Newport Beach, USA
Apr 24, 2019
Apr 24, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Primary Responsibilities:
  • Review companies suggested as potential buys by SGA's quantitative tools including verifying financial statement data, assessing the impact of recent corporate news, corporate actions, and industry trends, among other items
  • Review and monitor existing holdings
  • Research and write reports on companies of value to SGA clients

Minimum Experience, Education and Certification:
  • One to three years of fundamental research experience at an asset management firm
  • Progress towards CFA designation preferred
  • U.S. citizenship or authorization to work in the U.S. on a permanent basis is required

Knowledge, Skills, and Abilities:
  • Willingness to learn and adhere to the team's proprietary investment process
  • Appreciation for quantitative methods (e.g., stock selection, portfolio optimization, multi factor models)
  • Superior written and verbal communication skills, including an ability to clearly articulate the investment process with current and prospective clients
  • Ability to work in a team environment and interface with all areas of the firm
  • Superior computer and analysis skills, knowledge of FactSet, Bloomberg and other fundamental data platforms a plus

Strategic Global Advisors, LLC

SGA is an investment firm with more than $4 billion in assets under management. SGA manages international large cap, all-cap, small-mid cap, small cap, global and U.S. large cap core portfolios for institutions. SGA applies a disciplined investment process that integrates quantitative and fundamental methods. The firm constructs portfolios focusing on stock selection rather than country and sector timing. SGA is headquartered in Newport Beach, California. More information is available on the firm's website, www.sgadvisors.com.

Interested candidates should forward their resumes to careers@sgadvisors.com.

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