Investment Research Analyst - Core Equity
Established investment advisory firm managing approximately $6 billion AUM in individually managed accounts and mutual funds seeks an Investment Research Analyst to join its Core Equity investment team. Based in San Francisco, the team manages concentrated, long-term, high conviction portfolios. Working directly with the team Co-Chief Investment Officers, this new role offers long-term professional growth and an opportunity for success and recognition through meaningful business impact.
The firm takes inclusion seriously and expects every team member to share its core values and respect differences in pursuit of our shared goals.
Responsibilities:
- Support portfolio managers in evaluating, modeling, and monitoring investments
- Build detailed financial models
- Track and monitor industry and portfolio ESG data
- Help compose and make investment recommendations
- Synthesize and concisely communicate results of analysis to members of the team
- Interview management teams of existing and prospective portfolio companies
- May include frequent travel to industry conferences and management meetings
Qualifications:
- Bachelorâs Degree
- Masterâs Degree, preferred
- CFA, preferred
- Investing experience (public equities), preferredPassion for investing
- Strong analytical skills across both quantitative and qualitative dimensions
- Strong academic credentials
- Excellent communication skills
- Ability to work in a small team environment
