REQUIRED;- ASSOCIATE, ANALYST, VP
Exp: 10 - 20 YEARS VP
Major Responsibilities:
- Research small and mid cap securities for potential inclusion in our portfolios, incorporating views on a company's value, quality, momentum, and sustainability attributes
- Demonstrate strong knowledge of a wide variety of asset classes (stocks, bonds, commodities, derivatives, among others)
- Perform complex financial analysis
- Write regular reports on market events impacting different asset classes
- Work with Senior Analysts to develop key themes
- Develop databases integral to different research products
- Participate and contribute to client meetings and events
- Closely follow and understand market and industry
- Seek out new, value-added, and/or unusual sources of information
- Leverage our robust network of industry and internal analyst contacts
- Interact regularly with clients
- Monitor news flow, business trends, and performance on existing and potential investment positions
- Participate in the investment team's decision making process surrounding portfolio positioning, broader investment decisions, and model enhancements
- Initiate and maintain written and verbal communications with the investment team focusing on the critical variables driving the investment thesis.
- Work with our client team to effective communicate performance at the stock and portfolio level and develop examples to be used across client materials.
- Build relationships with global equity investors and other teams across the organization.
Qualifications:
- 3-5 year of experience within an investing team (or related experience)
- Strong analytical and quantitative skillset
- Interest and/or experience in sustainable investing
- Excellent verbal and written communication skills
- Strong interpersonal skills to work constructively and successfully with other team members
- Intellectual curiosity with a desire to learn from multiple disciplines
- Strong work ethic with a drive to outperform and a commitment to continuous improvement
- CFA charterholders or CFA in progress is preferred
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