Investment Associate

Minimum Qualifications       

• BA or BS degree(s), preferably in finance, economics, behavioral science, data analysis, or mathematics
• Two years of relevant investment/research analyst experience (which may include a formal training program) from a top tier financial institution, or equivalent relevant experience
• Superior critical independent thinking, communication skills, and temperament
• Intellectual curiosity, personal integrity, and motivation (passion)

Bonus Qualification

• Master’s degree or similar post-graduate study in finance, behavioral science, research, or investing

Duties

• Develop, research, and evaluate various investment ideas and opportunities across multiple asset classes, including stocks, bonds, and alternative assets.
• Analyze financial statements and market data to assess the performance and potential of investment options.
• Collaborate with the firm's founding partners -- e.g., prepare investment/portfolio presentations, conduct research and analyses, create financial models, attend client calls/meetings, coordinate client communications, participate in investment committee meetings, etc.
• Monitor portfolio performance and provide insights on asset management practices.
• Utilize financial software to track investments, analyze data, and generate reports.
• Stay current on market trends, economic indicators, and regulatory changes impacting investments.

Skills

• Superior critical independent thinking, communication skills, and temperament
• Intellectual curiosity, integrity, and a strong work ethic (passion)
• Strong understanding of investment principles and practices, especially value/GARP investment strategies
• Conviction about and ability to articulate an investment philosophy and process.
• Excellent financial acumen with the ability to interpret complex financial data.
• Proficient in math skills necessary for quantitative analysis and modeling.
• Solid research skills to identify potential investment opportunities and assess risks.
• Familiarity (but not necessarily agreement) with various financial concepts related to asset management and investment management.
• Experience with financial software tools that facilitate investment analysis and reporting.

A great career opportunity for the right person. Serious inquiries only.