Research / Portfolio Associate for International Small Cap Equities recruitment
The Research/Portfolio Associate will work with Portfolio Managers and other analysts in generating and analyzing portfolio and research reports. They will be accountable for the accuracy, completeness and timeliness of information compiled and prepared. The research product is utilized for both the detailed investment analysis and portfolio construction phases of the investment process and will contribute to building focused, high-performing and well-structured portfolios.
Responsibilities
Develop in-depth financial statement models
Conduct fundamental research and analysis on equities securities
Organize and participate in calls and meetings with company management teams and analysts
Create valuation models
Generate and analyze portfolio risk control reports
Involved in preparation for client meetings
Qualifications
2+ years investment experience
Undergraduate degree in finance or related field
Attention to detail is critical
Leadership skills and high work ethic
Excellent organizational and communication skills
Ability to work independently and in a team environment
An understanding of financial statements and financial modeling
Proficient in Bloomberg
Strong Microsoft Excel skills
High degree of maturity and integrity
Additional Qualifications a Plus
Willing and able to travel globally
Foreign language skills
CFA holder or CFA candidate
Location
San Francisco
Compensation
Commensurate with work experience
Send resumes to: careers@pacviewam.com