The Investment Analyst will learn our proprietary research process for analyzing companies and be responsible for preparing research reports on a broad range of industries.  This position involves financial modeling, valuation, discounted cash flow, and fundamental business analysis.

 

 

Key Responsibilities:

 

  • Conduct primary research on various industries and companies
  • Identify investment opportunities and support ideas with rigorous analysis.
  • Execute due diligence, which includes financial statement analysis, business driver’s analysis, valuation analysis including financial model building
  • Writing financial research summaries and compiling data into comprehensive reports
  • Develop and maintain financial models, market monitoring systems, and databases.
  • Prepare and build investment cases to support the company’s investment strategy.
  • Support Senior Investment Managers with maintaining existing client relationships.
  • Gathering market and client information and providing feedback to Senior Investment Managers
  • Keeping abreast of all products & service offerings of the Firm.