Equity Analyst

Location
Jacksonville Beach, Florida
Salary
Commensurate with experience
Posted
Sep 18, 2019
Closes
Oct 18, 2019
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Summary

Sawgrass Asset Management is an independent investment firm based in Jacksonville Beach, Florida. We are seeking an Equity Analyst to join our Equity team.

Responsibilities

  • Research and perform analysis of companies owned in Small and Large Cap portfolios
  • Participate in the vetting process for new investment candidates
  • Make recommendations to Portfolio Managers
  • Assist in the continual evolution of SAM’s quantitative modeling process
  • Stock research is generalist in nature.

Qualifications

  • Minimum 5 years relevant experience as an equity analyst required, 7-10 years preferred; experience investing in a team-based domestic strategy as a generalist is a plus
  • Bachelor's degree required; advanced degree preferred
  • CFA (or completing Level 3 of CFA) preferred
  • Ability to analyze/model financial companies, business strategies, and valuation parameters
  • Demonstrated skill with MS Office and FactSet. Advanced proficiency with Excel
  • Track record of tangible positive contributions to past investment performance
  • Intellectual curiosity and ability/interest to cover multiple sectors as required
  • Thrive in a culture of vigorous but respectful debate
  • Thrive in an environment of continuous improvement; hungry to both offer and receive constructive feedback
  • Exceptional time management skills
  • Exceptional oral and written communication skills
  • Travel requirements TBD.