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Research Associate, Equities - Zevenbergen Capital Investments

Employer
Virtus Investment Partners
Location
Seattle, Washington State
Salary
Base salary range of $125,000 to $175,000 with discretionary bonus potential.
Closing date
Mar 21, 2024

Zevenbergen Capital Investments LLC (ZCI) is a forward-thinking, boutique, investment advisory firm specializing in growth equity investing built on a foundation of fundamental, bottom-up research. We have more than 35 years of experience serving both institutional and individual clients across the US and are looking to add a top-quality individual to our team in Edmonds, Washington.

Opportunity:

We are looking for a motivated, multi-tasking Research Associate to support ZCI’s Portfolio Management team. This role will work alongside our firm’s Portfolio Managers conducting fundamental company and industry research, participating in portfolio recommendations, providing support associated with systems, tools, and information resources used in the firm’s investment process, and developing both creative and technical written content regarding portfolio holdings and the firm’s investment decisions to be shared within the firm and with clients. Your research focus will span multiple sectors and industries, with emphasis on U.S.-listed companies.

 

The ideal candidate should welcome challenges, enjoy an interesting and dynamic workflow, embrace a fast-paced environment, be inquisitive and resourceful, and be able to work independently.  They will be able to balance conviction with humility, discipline with creativity, and maintain a sense of humor and calm during periods of elevated market volatility. Additionally, they should have the ability to communicate effectively with all members of the ZCI team, and outside parties such as analysts, portfolio company management teams, and clients. As a small firm, we highly value the ability to willingly take on a variety of tasks and projects involving multiple functional teams.

Job Responsibilities may include:

  • Work directly with Portfolio Managers to perform original, fundamental research on existing holdings and produce new ideas for portfolio inclusion.
  • Evaluate business, industry, and financial trends to develop unique perspectives on security pricing, competitive positioning, risk factors, and stock appreciation potential.
  • Assess company management teams, histories of execution, incentive structures, and other quantitative or qualitative sources for information that could affect a company's revenue and earnings growth potential or share price.
  • Document, maintain, and communicate investment theses through written reports, quantitative models, and oral commentaries to colleagues, clients, and prospects utilizing ZCI’s internal research process, software, and tools.
  • Help coordinate broker research coverage for the investment team, ensuring access to relevant sell-side research and managing analyst meetings and scheduling.
  • Attend industry events and research conferences, and engage with corporate management teams, sell-side analysts, and various stakeholders to build knowledge about companies and industries.
  • Complete ad-hoc research projects assigned by the firm's Portfolio Managers.

Minimum Requirements for Consideration

  • Bachelor’s and/or Master’s degree, preferably in Business Administration, Finance, or a related area of study.
  • Chartered Financial Analyst designation or progress toward completion, advanced degree, or equivalent work experience.
  • 3 - 5 years of professional work experience, highly preferred in investment management or related industry, fundamental equity research and trading a plus. Industry internship experience will be considered.
  • Advanced understanding of financial, statistics, economic, and accounting concepts, ability to read and analyze financial statements, develop forecasts, and evaluate company fundamentals and business plans.
  • Passion for continuous learning and self-improvement.
  • Check ego at the door; work well in a collaborative team environment and be willing to assist colleagues in areas outside of core responsibilities.
  • Exceptional communication skills (written and verbal) with the right level of confidence to present and promote ideas at all levels of the organization and with those outside the firm.
  • Outstanding analytical and organizational skills, resourceful and inquisitive, analytical problem solver; ability to work independently or with a team to meet tight deadlines.
  • Ethical and trustworthy individual who can handle and protect highly confidential/sensitive information.
  • Strong proficiency with Microsoft Office Suite (most importantly Excel and Word) and Bloomberg (to include report writing); familiarity with Advent Software’s product suite, specifically APX and Moxy a plus.
  • Ability to travel up to 25% is required.

Physical Requirements

  • Locally based or willing to relocate; position is full-time, typically in-office 4 days/week

Salary Range: $125,000- $175,000

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Position Details

  • Discretionary bonus potential
  • ZCI offers a comprehensive benefits package to full-time employees (including healthcare, dental, and 401(k))

We have made every attempt to convey an accurate description of this position’s main responsibilities, it in no way does this imply these are the sole duties to be performed as part of your employment.

 

Zevenbergen Capital is an equal-opportunity employer. Our firm strives to create a workplace of diversity and to that end, will respect each person’s unique contributions, no matter their race, creed, color, religion, sex, disability, national origin, honorably discharged veteran or military status, political ideology, ancestry, sexual orientation, marital status, citizenship, age, or gender identity. These principles apply to our practices in recruitment, hiring, training, job assignment, promotion, rates of pay, benefits or other forms of compensation, termination, and other terms and conditions of employment.

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