Research Associate

About the role

The Quality Equity Group creates quality-focused, long-term oriented long-only, large cap equity portfolios for institutional clients. The team's philosophy and process has delivered long-term outperformance vs. SP500 and peers by focusing on high quality franchises with enduring sustainable competitive advantages, financially sound business models, rational valuations and high integrity management and governance. The team is seeking a research professional who will have independent coverage and work closely to support the senior research analysts and portfolio manager in the group to drive performance.

Responsibilities

• Follow company activities, results, and valuations to make trading recommendations around current positions.
• Generate new investment ideas to add performance and/or control risk.
• Conduct primary analysis, maintain dialogue with company management teams, industry sources, and sell-side analysts.
• Build and maintain in-depth fundamental models for each company; integrate those models into the team's valuation framework and research management system.
• Assist the team in identifying areas of opportunity and/or risk in order to improve overall performance.
• Support the team in marketing efforts internally and with clients/gatekeepers.
• Travel as needed for site visits, competitor analysis, and investment conferences.

Qualifications

• 2-5+ years of experience in financial analysis required.
• In depth knowledge of one or two sectors/industries (the exact ones are of less importance) and exposure to international equity markets.
• Foreign language or work experience a major plus, as is work experience outside of financial firms/ financial analysis.
• Ability to articulate (verbally and in writing) a clear and concise investment recommendation.
• Openness to debate major issues is critical to success in this highly collaborative environment. Equally critical is the ability to move on after if/ when the team has a different point of view.
• Advanced degree and/or CFA designation preferred.
• Must obtain Series 7 & 66 licenses within 6 months of employment if currently not held.

Additional information

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $125,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location.

An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

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