Equity Research Analyst

Overview

The role would include fundamental, bottom-up equity research and communication of investment insights to the investment team. This includes building models on covered companies, following developments, evaluating business quality, constructing valuation frameworks, and performing independent research.

• Picking up a coverage universe of existing and potential equity investments and conducting fundamental, bottom-up research. This would include: building models on covered companies, following fundamental developments, evaluating business quality, constructing a valuation framework, doing independent research and much more.
• Engagement with covered company contacts and industry experts
• Effectively communicating relevant information to the investment team and participating in the buy/sell decision process.
• Adhere to the firm’s investment philosophy of investing in companies that can consistently increase their dividends over the long term.
• Over time, there would be an expectation to communicate our investment process, philosophy and portfolio developments to our partner clients.

• Passion for investing, specifically with a long-term, quality bias
• Internally motivated, intellectually curious and independent judgement
• Chartered Financial Analyst (CFA) designation
• Experience in equity analysis
• Ability to communicate and articulate investment rationale, investment process and firm philosophy.