The Equity PM/Analyst will provide support to the portfolio management team. The Equity Analyst will conduct fundamental analysis and due diligence on companies across market capitalization size and sector. Tools utilized in the due diligence process will mostly be: Bloomberg, company’s SEC filings and Microsoft Office. The Equity PM/Analyst will participate in company conference calls and perform industry level analysis for areas as diverse as media and life sciences. The successful candidate will have some experience with financial statements and the desire to learn more. The Equity Analyst will also support trade execution.
Additionally, The Equity PM/Analyst will provide support on researching income-oriented equities; including, real estate investment trusts, dividend-oriented common stocks, preferred equity and master limited partnerships.
The position will afford a motivated individual the opportunity to learn a lot, build new skills, and the ability to have a direct impact on investment decisions.
The qualified candidate will have a bachelor’s degree in a related field and 2-4 years of experience in the investment management industry. Ability, work ethic, motivation and intelligence are valued more than direct experience in a similar capacity. CFA designation, progress towards or desire to complete CFA exam a plus as well as Masters degree in Economics or Business Administration.
Additional Salary Information: Commensurate with experience