Consultant Analyst - Investment Research

CEERA Investments, LLC, an SEC-registered and Houston-based investment advisor offers customized investment management services for various types of US and international clients. If you are looking to work hard and play hard, looking for a steep and continuous learning curve along with opportunities to benefit from the long-term growth of the firm, we would love to hear from you. For more information, please visit www.ceera.com

Job/ Role Description

This position involves assisting with and undertaking (but not limited to) the following tasks:

Investment Research:

• Screening for and evaluating potential investment opportunities
• Conducting in-depth industry and business analyses
• Monitoring existing portfolio investments
• Financial statement analysis, data collection and financial/ valuation modeling

Investment Management/Other:

• Based on performance and progress, manage your own company proprietary portfolio of investments
• Backup and support, any special projects, tasks, if and as needed

Desired Profile/ Application Requirements

• Education: Bachelor’s (Minimum) with CFA Level 3, or MBA/MS in Finance, or CA
• Comfortable working with numbers, enjoys investing and extensive reading and research
• Experience in financial statement analysis, financial modeling, and investment research
• Strong working knowledge of Excel, Word, and PowerPoint
• Strong work ethic, team player, diligence, and good communication skills
• Agreeable to background verification and checks

Compensation & Benefits

• Base Pay: Competitive Compensation (depending on skills/ background/experience)
• Bonus A (Year 1 onwards): A variable year-end bonus, based on company and personal performance
• Bonus B (Year 2 or 3 onwards): Manage prop portfolio-profit share based on performance. Conditions apply
• Vacation Benefits: 15 paid days/ year (pro-rata as applicable) in addition to company official holidays

Desired Profile/ Application Requirements

• Education: Bachelor’s (Minimum) with CFA Level 3, or MBA/MS in Finance, or CA
• Comfortable working with numbers, enjoys investing and extensive reading and research
• Experience in financial statement analysis, financial modeling, and investment research
• Strong working knowledge of Excel, Word, and PowerPoint
• Strong work ethic, team player, diligence, and good communication skills
• Agreeable to background verification and checks

If Interested

STEP 1: Interested candidates should e-mail (rc@ceera.com) with ALL of the following (Required):

1 A) A cover letter that:

1. Explains why they would be a good fit for this specific role
2. Includes a summary of a book they read in the last 12 months and why they enjoyed it

1 B) A copy of their resume

1 C) A copy of transcripts (undergrad and graduate)

STEP 2: Interview and discussion

Deadline

November 30, 2024