Description
We're seeking an experienced small-cap Generalist to join our buy-side domestic research team which is responsible for identifying quality growth and core companies that will generate above-average results for clients over time with generally less risk than the market. The team identifies these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration.
Responsibilities may include but are not limited to:
- Identify and recommend new investment ideas to assist portfolio managers in generating above-market returns.
- Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
- Perform fundamental analysis on sectors and industries to aid in stock selection and portfolio construction.
- Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts.
- Develop and maintain research relationships including company managements, industry contacts, and research vendors (brokers and analysts).
- Make field trips, interview company executives, and attend industry conferences to stay abreast of changes in company fundamentals and industry trends.
- Participate in other projects as requested by management.
Requirements
- >7 years of buy-side experience as an Analyst, either as a generalist or with broad small-cap sector coverage
- Strong working knowledge of accounting and finance.
- Bachelor’s degree required; MBA, CFA, and/or CPA preferred.
- Effectively prioritize time and manage multiple tasks as opportunities and issues arise.
- Ability to analyze/model financial metrics, business strategies, and valuation parameters.
- Strong written and verbal communication skills.
- Customer service orientation; respond to requests in a timely manner.
- Works well as a member of industry or portfolio teams.
- Strong organizational skills.
