Investment Analyst

Location
Berwyn, Pennsylvania
Salary
$100,000-$140,000
Posted
Nov 11, 2020
Closes
Dec 11, 2020
Job Function
Hedge Funds
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

We are looking for an experienced equity analyst to support the management of Zeke Capital Advisors’ equity hedge fund. Key responsibilities include idea generation, modeling, trading, and various administrative duties.  The candidate must have excellent financial modeling skills in Microsoft Excel, have experience conducting independent fundamental research, be comfortable making investment recommendations and be willing to take on client services and broker relationship functions.

Specific Responsibilities Include:

  • Conduct fundamental research on new investment ideas, including regular meetings with company management teams and sell-side analysts
  • Stay up to date on news flow and current research related to companies in the portfolio
  • Analyze/Summarize quarterly earnings calls
  • Conduct research on special investment, non-public, opportunities
  • Model investment opportunities (both public and private)
  • Monitor the fund with respect to execution, accounting and reconciliation of trades
  • Assist in the production and distribution of marketing and client service material   

Job Requirements:

  • Bachelor’s Degree
  • CFA and/or MBA required
  • Minimum 3 years experience as an investment analyst
  • Highly fluent in Excel modeling

Salary:

  • $100,000-140,000

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