Equity Analyst / Portfolio Manager (Faith-Based Clients)

Equity Analyst / Portfolio Manager (Faith-Based Clients)

Dana Investment Advisors seeks a skilled and passionate Portfolio Manager to join our team, focusing on faith-based investing strategies while striving to outperform relevant benchmarks. In this role, you will conduct in-depth equity research while assisting the management of investment portfolios that reflect the values and priorities of our clients. The ideal candidate will have a strong background in equity analysis, portfolio management, and an understanding of faith-based investment principles.

About Us

Dana Investment Advisors, based in Waukesha, Wisconsin, is a leading investment management firm dedicated to delivering exceptional financial performance and value to our clients. We specialize in serving faith-based organizations and individuals, integrating their values and missions into our investment strategies. Our commitment to rigorous research and innovative approaches enables us to provide tailored investment solutions that align with our clients' beliefs.

Key Responsibilities:

• Refine a faith-based investment strategy with a 25-year track record that aligns with our clients' values and beliefs (and USCCB guidelines for many clients).
• Conduct thorough research on equities across the U.S. market, identifying opportunities that align with client values. Analyze financial statements, market trends, and economic indicators to assess company performance and valuation.
• Assist with management of diversified portfolios of equity investments tailored to the needs and values of faith-based clients.
• Monitor portfolio performance, ensuring alignment with client objectives and ethical considerations.
• Collaborate with the investment team to ensure the portfolio is positioned to exceed the performance of the benchmark.
• Engage in stewardship practices, including proxy voting and company engagement, to promote faith-aligned business practices.
• Prepare regular performance reports and communicate with clients about portfolio strategy and performance.
• Stay informed about market developments, trends, and regulatory changes that may impact faith-based investment decisions. Build relationships with company management teams, industry experts, investor coalitions, and others to enhance research quality, investment insights, and values alignment.

Qualifications:

• Bachelor’s degree in finance, economics, or a related field; MBA or CFA designation preferred.
• 5+ years of experience in equity research and portfolio management, preferably within an asset management firm serving faith-based clients.
• Excellent analytical and quantitative skills, with proficiency in financial modeling and valuation techniques. Proficiency in financial software and databases (e.g., FactSet, Bloomberg, Excel). Excellent written and verbal communication and presentation skills, with the ability to articulate complex information clearly and align it with client values. Passion for the financial markets, with a deep understanding of ethical and faith-based investing principles. Strong ethical standards and integrity. Collaborative team player with excellent interpersonal skills

Why Join Us:

• Opportunity to make a positive impact by aligning investments with faith-based value. Competitive salary and performance-based bonuses. Comprehensive benefits package, including retirement plan, health insurance, professional development opportunities and support for continued education in faith-based investing. A collaborative, entrepreneurial, and mission-driven work environment where your values are embraced and your ideas are valued.

Join our team and help us demonstrate that it's possible to achieve strong financial returns while staying true to faith-based principles. Together, we can make a difference in the world of investing and beyond.

Application Process: To apply, please submit your resume and a cover letter detailing your relevant experience and interest in the Equity Analyst / Portfolio Manager position at Dana Investment Advisors. Submissions may be made via email at info@danainvestment.com.

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Dana Investment Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.