The associate will be part of a research team and will both monitor existing positions and evaluate new investment ideas. The associate will be involved with and have significant responsibilities in all phases of the research process. Specific activities will include review of publicly available information, financial modeling, valuation analysis, due diligence calls, and management meetings. While working with Fairview, the associate should expect to develop the skills and experience necessary to manage an investment from idea generation to implementation to exit. This role is a 2-3 year position and could be ideal for candidates considering graduate school in the future.
The position also entails periodic participation in certain projects with the investment operations and service team at Fairview Capital. This includes interaction with both existing and prospective clients of the firm, or their intermediaries such as consultants, accountants, and attorneys.
• Strong interest in public-market investing (no investment experience required). • Record of high achievement academically and professionally. • Great self-motivation and attention to detail. • Outstanding writing and financial modeling (Excel) skills. • Experience in investment banking, principal investing, management consulting, or a similar role (we might consider candidates with up to three years of work experience – please do not apply if you have more experience than this).
• Starting March, 2018. • PLEASE RESPOND ONLY BY EMAIL to email@example.com; candidates using alternate means of contact will be removed from consideration.
Fairview Capital is an SEC-registered investment advisor founded in 1995. The firm employs a fundamental, value-oriented investment strategy. Client accounts typically hold 20-25 public market investments. We intentionally concentrate portfolio holdings to reflect our work. An internal research effort with a multi-year time horizon informs all investment decisions. Portfolio holdings show a willin...gness to follow our conviction, even when that may counter prevailing opinion.
Fairview has an excellent investment track record and a well-established client base. The firm manages nearly $2 billion for individuals, families, endowments, foundations, and pension plans.
Fairview Capital is an equal opportunity employer and is located in Greenbrae, CA, an easy reverse commute from San Francisco.