RESEARCH ASSOCIATE This individual will conduct research on companies consistent with the team’s investment philosophy. Complete alignment and dedication to the team’s philosophy and process is crucial. The position will work with and report to the portfolio management team. Job Responsibilities
Develop a detailed understanding of the team’s investment philosophy and process
Develop global expertise
Research business fundamentals and competitive positioning
Model company financial statements and future forecasts
Begin the process of developing investment recommendations for stocks under coverage
Generating new ideas consistent with the team’s philosophy to pursue in research agenda
Qualifications & Education Requirements
Candidates must possess a highly developed curiosity, a demonstrated passion for investing and be aligned with our investment philosophy and process. Specifically, the individual must be comfortable conducting in-depth company research to develop high conviction, long-term investment theses.
A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers
Experience with all aspects of financial statement analysis and modeling
Clear communication skills, both verbal and written
Willingness to travel, both domestic and international
International experience and/or foreign language skills a plus. This is a junior investment position at the associate or senior associate level. Undergraduate degree required. Progress towards an MBA and/or CFA designation as well as financial statement proficiency are viewed favorably.