Research Analyst

FBB Capital Partners
Bethesda, Maryland (US)
Salary + Bonus, Dental, Vision, Health Care, 401k, Life & Disability Ins, continuing edu. support
Mar 23, 2022
May 18, 2022
Employment Type
Full Time

Position Description

Title: Research Analyst

Reports to: Director of Research

Benefits: Yes

Status: Full time - In person

Location: Bethesda, MD

Date: March 23, 2022


Job Summary

Experienced Research Analyst to undertake financial research and report on existing and potential investment opportunities. The successful candidate will study how a company’s financial prospects are tied to the economics of their business and analyze the potential for upside and downside variability of investment returns. You will participate in our portfolio-management strategy by providing necessary data and analysis to the firm’s investment committee.

Duties and Responsibilities

The Analyst can expect to focus on the following areas:

• Evaluating macroeconomic data

• Researching and forecasting product cycles, competition, market share, and profitability for various industries and companies

• Analyzing corporate financial statements

• Utilizing press releases, earnings calls, company presentations, financial filings, and company interviews to evaluate corporate strategy and investment opportunities

• Modeling financial statement proformas and constructing valuation models and peer analysis

• Writing research reports to assist in making informed recommendations



The Analyst position typically requires the following qualifications:

• Proven work experience in financial analysis, with a preference for investment research and analysis (2-3 years minimum, 5+ years preferred)

• Solid understanding of financial modeling, statistics, and economics

• Strong use of Bloomberg, Excel, and other financial analysis software

• Excellent quantitative and qualitative analytical skills

• Familiarity with and experience in the use of risk models and portfolio management techniques

• Experience working in a team environment where they have developed and honed problem solving and communication skills

• Strong, relevant academic credentials (BA/MS) in quantitative analysis (economics, accounting, finance, math, engineering, etc.) or qualitative analysis (journalism, psychology, or related field)

• Progress toward the Chartered Financial Analyst (CFA) designation a must, at a minimum attempting Level II or III

• Interest and/or experience in a particular industry (technology, energy, utilities, etc.) also a plus


Compensation and benefits are competitive with industry standards.

• Salary and bonus will be commensurate with experience

• Benefits include dental, vision, health care, 401(k), life and disability insurance

• Partial and/or full financial support for professional accreditation/continuing education requirements and other professional/leadership development opportunities available


FBB Capital Partners is an Equal Opportunity Employer

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