Buyside Financial Services Equity Analyst
Firm Overview:
Our Asset management unit is a $4 billion midtown-based investment management company, which is part of a global financial services firm. We manage investments covering a range of U.S. securities including large-cap, small/mid-cap, small-cap, and balanced strategies. We offer a stable organization; a good platform for personal and professional growth; and a collegial environment with exposure to portfolio management.
Job Function:
The Buyside Equity Analyst will work alongside our portfolio managers in researching and producing analysis of small cap financial services stocks for long-only U.S. equity product.
Key Responsibilities:
- Perform fundamental analysis on small cap financial services companies
- Make buy and sell recommendations to portfolio managers
- Participate in client and prospect marketing meetings to describe our investment approach and our decision making process on financial services stocks
- Opportunity to broaden research responsibilities into other sectors
Basic Qualifications:
- Bachelor’s degree
- 3-5 years of buyside or sellside experience covering publicly traded bank, insurance, sonsumer or specialty finance stocks
- Strong analytical skills
- Ability to work cooperatively in a team environment
- Flexibility in investment philosophy
- Proactive and self-motivated
- Excellent written and verbal communication skills
- Superb skills with Microsoft Excel skills and proficient in Word and Outlook
- Able to submit proof of legal authorization to work in the U.S. on a permanent basis
Preferred Qualifications:
- MBA or CFA desirable
Equal Opportunity Employer M/F/D/V
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