Equity Analyst II or III

Equity Analyst II or III

Level: Experienced
Location: Penn Center - Denver, CO 80203
Position Type: Full Time
Salary Range: $ - $

This position is responsible for coordinating and providing fundamental stock research, economic research and strategy, and performance analysis and attribution related to the Global Equity investments portfolio. It involves making buy, sell, and hold stock recommendations based on research and analysis conducted.

• Independently conduct equity research, company modeling, and analytical functions to support the internal management of the public equity asset class which contains global stocks across the market capitalization spectrum.
• Engage in industry and sector analysis and make purchase and sale stock recommendations.
• Source and recommend potential investments while maintaining coverage of existing holdings within a given sector; may cover two or more global sectors.
• Collaborate with sector and portfolio management teams to drive performance.
• Review macroeconomics analyses and contribute to the formulation of timely and appropriate investment strategies for the equity funds in the assigned portfolio area.
• Lead due diligence meetings with company management and sell-side professionals.
• Assist in selection, evaluation, and ongoing monitoring of external investment managers.
• Participate in training and educational opportunities for ongoing professional development.
• May provide direction and training to more junior staff.
• Maintain regular and prompt attendance in the workplace.
• Carry out other duties as assigned.

• Bachelor’s degree in finance, business administration, or economics; 7 to 10+ years of investment industry experience; CFA and/or MBA in progress; or equivalent combination of education and experience.
• Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or Fact Set is preferred.
• Quantitative aptitude, as evidenced by academic achievement and/or work experience.
• Demonstrated analytical, problem solving, and decision making skills.
• Effective oral and written communication, presentation, and negotiation skills.
• Thorough understanding of financial markets, concepts, principles, and theories.
• Knowledge of macroeconomics and its influence on investments.
• Extensive knowledge of fundamental, technical, and quantitative stock analysis and valuation techniques.
• Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements.
• Ability to work effectively both independently and with others in a team environment.
• Interpersonal skills including leadership, training, and conflict resolution.
• Ability to travel both domestically and internationally as necessary for business purposes.

• Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.
• Occasional moving and positioning supplies in excess of 20 pounds.
• All employees are expected to present themselves in a professional manner in alignment with the financial services industry.
• Ability to sit for prolonged periods of time.
• Ability to operate standard PC equipment.
• Ability to manage frequent deadlines and tight schedules.

• Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.