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Equity Research Analyst

Employer
Conestoga Capital Advisors LLC
Location
Wayne, Pennsylvania
Salary
Base salary and bonus commensurate with skills and experience.
Closing date
Mar 2, 2024

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Job Function
Equities Research: Buy Side
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

Conestoga Capital Advisors, LLC is an independent registered investment advisory firm specializing in Small, SMid, Micro and Mid Cap Growth Equity portfolios. The firm was founded in 2001 and is based in the Philadelphia suburb of Wayne, Pennsylvania. Conestoga manages long-only separate accounts, our proprietary Conestoga Funds and collective investment trusts for its clients. Conestoga is an independent, 100% employee-owned firm with broad-based equity ownership among its employees. Total assets managed as of December 31, 2023, were over $7 Billion.

POSITION TITLE: Investment Analyst

RESPONSIBILITIES:

• Serve as a generalist analyst performing fundamental due diligence on existing and new ideas for Micro, Small, SMid and Mid cap portfolios,

• Meet with management teams of existing holdings and potential portfolio candidates as well as competitors, customers and suppliers,

• Attend industry and trade show conferences,

• Build earnings and cash flow models, and

• Make buy, sell and hold recommendations on individual equity securities that fit within our long-term, quality growth investment style.

REQUIREMENTS AND SKILLS:

• Possess strong analytical and valuation skills,

• Possess strong writing and communication skills,

• Have a passion for small- to mid-cap investing,

• Have willingness and curiosity to learn,

• Have the ability to multi-task and work independently in a small team environment, and

• Be willing to travel on a regular basis.

POSITION IS IN-OFFICE: Candidates should not expect this to be a remote or hybrid work position.

EDUCATION/TRAINING: Bachelor’s degree required, preferably in Finance, Accounting or Economics. More senior candidates may have earned a Masters in Business Administration. Preferably the individual is a CFA Charterholder or is working towards this goal.

EXPERIENCE: Experience may range from entry-level through 10 years.

Company

Conestoga Capital Advisors, LLC is an independent registered investment advisory firm specializing in Small, SMid, Micro and Mid Cap Growth Equity portfolios. The firm was founded in 2001 and is based in the Philadelphia suburb of Wayne, Pennsylvania. Conestoga manages long-only separate accounts, our proprietary Conestoga Funds and collective investment trusts for its clients. Conestoga is an independent, 100% employee-owned firm with broad-based equity ownership among its employees. Total assets as of December 31, 2023, were over $7 Billion.

Company info
Website
Telephone
(484) 654-1385
Location
550 E Swedesford Road Suite 120
CrossPoint at Valley Forge
Wayne
PA
19087
United States

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