Skip to main content

This job has expired

You will need to login before you can apply for a job.

Equity Analyst

Employer
Mitchell Capital Management
Location
Leawood, Kansas
Salary
Salary + benefits
Closing date
Aug 28, 2021

View more

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

Job Details

Position Description

We are seeking an experienced equity analyst to assist in the development and oversight of the firm's equity investment strategies. A successful candidate will be able to demonstrate a commitment to fundamental, relative-value based investment principles, and a history of analyzing and recommending equity securities for inclusion in portfolios. The analyst will spend the majority of their time identifying new investment opportunities and monitoring portfolio holdings in various sectors and asset classes. In addition, all analysts participate in regular investment meetings, and are asked to contribute to the discussion and evaluation of ideas proposed by other team members.

Key Accountabilities

  • Develop New Investment Ideas: Identify new actionable investment ideas using independent research and fundamental, relative-value analysis. Prepare research reports and documentation and make recommendations to the equity investment committee.
  • Maintenance Research and Industry Coverage: Monitor existing security holdings in the various equity strategies.
  • Investment Committee Meetings: Actively participate in investment committee meetings to improve the overall quality of our research and investment process.
  • Portfolio Analytics: Use analytical software to perform portfolio modeling, sensitivity analysis, performance attribution, and regular portfolio monitoring and maintenance activities.
  • Equity Trading
  • Client Relationships and Marketing: Assist with research and preparation of materials for presentations to current and prospective clients.

 

 

  • Business development responsibilities.

 

 

Primary Qualifications

  • Three to Five years of equity securities analysis experience.
  • Passed CFA Level II exam.  Taking Level III in the future.
  • In-depth knowledge of the investment industry, finance, accounting, and economics. Excellent analytical and decision-making skills.
  • Superior written and verbal communication skills.

Secondary Qualifications

  • Competent in Bloomberg, Excel, Word, Outlook.  Knowledge of Advent software (APX and Moxy) would be beneficial but not required.

Company

Mitchell Capital Management (MCM), located in the greater Kansas City area, is a Registered Investment Advisor managing portfolios for individual and institutional investors. MCM manages approximately $650 million in separately managed accounts. MCM is an equal opportunity employer.
Company info
Telephone
-REQUIRED-
Location
11460 Tomahawk Creek Parkway
Suite 410
Leawood
KS
66211
US

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert