Equities Investment Associate | Ashler Capital, Global Equities, Surveyor Capital

Job Overview

Investment Associates work closely with Investment Analysts and Portfolio Managers to research investment ideas, utilizing a fundamental bottoms‑up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst role.

• Conduct differentiated, bottoms‑up fundamental analysis of companies, business models, relevant industry metrics, and industries, becoming a go‑to expert on a sub‑sector of companies.
• Perform detailed valuation and construct in‑depth company financial models in Excel.
• Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager.
• Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage.
• Attend industry conferences and management meetings (includes travel).
• Identify and analyze relevant industry metrics.
• Evaluate new coverage opportunities.

• Prior investment banking, private equity, long‑only and/or sell‑side research experience.
• Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering and/or computer science.
• Passion for fundamental analysis and public markets investing.
• Advanced understanding of accounting/financial statements.
• Valuation experience and excellent Excel modeling skills.
• Excellent analytical and quantitative skills, with strong attention to detail.
• Strong written and oral communication skills.

In accordance with applicable law, the base salary range for this role is $150,000 to $175,000. The employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax‑free savings plans, and access to other healthcare programs.