Securities Research Analyst
Do you have experience in equity research and analysis or capital markets Our Securities Research Group supports the portfolio management team which manages over $250 billion in AUM and serves highnetworth private clients and some of the worlds preeminent institutions. We are now searching for finance and researchoriented professionals to join our team of Securities Research Analysts.
The Opportunity:
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
Youll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with indepth training and a diverse supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to gr firm s topdown themes. You will report to the Securities Research Manager.
You ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The DaytoDay:
Develop a comprehensive knowledge of our investment philosophy process portfolio themes and rationales
Build expertise on an assigned sector to understand how market events impact forward relative returns and develop and hone new and/or existing portfolio themes and views
Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary and proactively help to identify industries and stocks likely to outperform selected benchmarks
Participate in Investment Roundtables Client Forums and client/prospect meetings and provide critical commentary to our Private Client Group via written and oral communications
Your Qualifications:
Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms and a desire to support client service and sales efforts
Communicates in an Actionable Concise and Efficient manner to drive portfolio impact
Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking doing and communicating while being comfortable with ambiguity
Likes working with data to derive factbased insights
Empathetic and appreciates others strengths and opportunities for growth
Benefits
100% paid medical dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match up to the IRS maximum
20 days of PTO* plus 10 paid holidays
Family Support programs including 8 weeks Paid Primary Caregiver leave adoption assistance and backup childcare
$10000 fertility hormonal health and familyforming benefit
Salary: $85000$125000 bonuses ($20000$30000)