Description

The Opportunity:

Cover all public, small-cap and mid-cap companies in the financial sector. Rigorously research individual companies and recommend stocks for investment.

The Team:

We are a team of five sector specialists, with a long track record, managing more than $2 billion of assets.

Each of us serves as the subject matter expert for their sector. However, our process is unique in that every investment recommendation is shared with the entire team, not just the portfolio manager.

Culture is important to us. We are passionate small cap investors looking for an equally passionate teammate. The sharing of opinions, recommendations, and experiences is encouraged and expected.

Position Responsibilities: 

• Complete deep, independent fundamental analysis of companies, including the assessment of overall company quality (competitive positioning, management, etc.) and financial statement analysis to make investment recommendations.
• Contribute stock recommendations for inclusion in our small-cap portfolios

Requirements

Required Qualifications:

• Intelligence, motivation, and a high degree of personal integrity
• Passionate about markets
• Willingness to travel to visit companies on site and at conferences
• Ability to communicate complex ideas clearly and succinctly
• Demonstrated ability to model earnings and cash flow
• 2-5+ years of experience investing in small-cap and mid-cap financial companies
• Bachelor’s degree; CFA designation and/or MBA preferred
   

When you join our team:

We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.