Equity Analyst - Large Cap Generalist

Summary

Quantum Wealth Management is a registered investment advisor that provides asset management and financial planning services for high-net worth individuals and families based in St. Louis, Missouri. With over $300 million of equity assets under management, we are growing our investment team and looking to hire a US Large Cap Generalist Equity Analyst. 

Job Description

The Analyst will conduct fundamental analysis on US Large Cap Equities for potential investment and inclusion in client investment portfolios. This will include creating and updating investment research reports & recommendations, maintaining financial models, preparing industry research, and communicating a differentiated investment thesis. The analyst will report directly to the Portfolio Manager and be a key part of the investment decision making process. This position is fully in-office and located in St. Louis, Missouri.

Requirements

• CFA or CFA Level 3 Candidate
• 2+ years of Equity Research Experience
• A Clear Passion for Investing
• Ability to Communicate Effectively, Both Written and Verbally
• Experience with FactSet or Bloomberg
• Microsoft Excel Proficiency

Interested candidates should apply through the CFA Career website.