Equity Analyst, Large Cap Growth

Job Function: Equities Research: Buy Side
Industry Sector: Asset Management
Certifications: Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
Employment Type: Full Time
Education: Bachelors

Accountable for analyzing and recommending investments for the Large Cap Growth portfolio.
Requires strong fundamental research skills and a passion for equity investing.
A demonstrated track record is preferred though not required.
Critically assess the strategies of company management, determination of the impact on company fundamentals, and the implications for stock valuation and price performance within the context of the Large Cap Growth team’s philosophy and criteria.
Join two Portfolio Managers on an established Large Cap Growth team as an Equity Analyst investing in growth companies.
Market cap of $5 billion and above, typically invested in 25-30 companies.
Identify and weigh the importance of key factors in valuation, operating performance, and catalyst/sentiment for change utilizing the Large Cap Growth team’s analytical framework designed to identify risks and opportunities.
Initiate and conduct primary investment research through one-on-one meetings with c-suite company management teams in addition to Wall Street analysts. Travel to companies, conferences, and industry events as necessary.
Proactively assess and concisely communicate the critical variables that will determine a company’s success or failure.
Participate in presentations for existing clients and for new business opportunities in conjunction with the business development team.

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