Junior Research Associate

Junior Research Associate

The High Yield Junior Research Associate will gain financial skills and learn the intricacies of fundamental research. Working directly with experienced Research Analysts, this individual will be responsible for creating and maintaining financial models, conducting due diligence on potential investment opportunities, and completing ad hoc tasks related to the investment and portfolio management process.

A successful Junior Research Associate will become increasingly responsible for sourcing, analyzing, diligencing, and maintaining investments in an increasingly independent manner.

• Partner with and support senior research professionals in all aspects of due diligence processes for current and prospective investments
• Conduct due diligence on company and industry trends through reviewing SEC filings, quarterly calls, industry conferences, and other industry-specific resources
• Analyze, build, and update financial and valuation models
• Maintain deep knowledge of the industries and companies being followed and make or change recommendations as necessary
• Effectively generate and communicate investment ideas to senior investment personnel
• Write research reports, synthesize data, and share findings to senior management
• Search for new investment ideas through internal screens, industry reports, industry conferences, and other relevant sources
• Present during team meetings, solicit feedback, and seek continuous improvement of presentation skills

• Bachelor's degree
• 0-2 years' research and valuation experience working in high yield investments
• Knowledge of accounting, valuation, and the fixed income market
• Exceptional oral and written communication skills including the ability to explain complex information succinctly and efficiently
• Ability to work well under pressure and handle tight deadlines
• Purpose-Driven in service of our communities, our clients, and each other
• Accountable operates with autonomy and drives towards results
• Emotionally Intelligent demonstrates self-awareness and interpersonal skills
• Grit persists in the face of adversity
• Lifelong Learner employs a growth mindset and strives to become more

Location:

Waltham, MA

Less than 5% travel required

Salary Range: $75,000 - $125,000

Polen Capital is a Results-Only Work Environment, offers competitive health benefits, paid parental leave, and an annual individual learning budget.

Polen Capital is an equal opportunity employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

We encourage women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce to apply even if they do not meet every listed qualification.

Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: talen