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- Conduct fundamental research and analysis on equities and other securities under consideration for client portfolios.
- Build and maintain financial models, including valuation and earnings analysis.
- Monitor market developments, economic data, and sector trends relevant to portfolio positioning.
- Perform due diligence on securities, funds, and strategies, including ongoing monitoring of existing holdings.
- Prepare research summaries and materials for the investment committee.
- Track and report portfolio performance and benchmarking.
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1-3 years of experience in equity research, investment analysis, or a related field preferred; strong candidates without direct experience will be considered.
- Progress toward or willingness to pursue the CFA® program.
- Advanced proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) preferred.
- Strong analytical and quantitative skills.
- Preferred (Not Required)
- CFA® charter or active progress toward it.
- Prior experience in an RIA, asset management, or investment research setting.
- Comprehensive health, dental, life, and short and long term disability insurance.
- 401(k) with company match.
- Generous paid time off.
- Full support for CFA® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
- Direct mentorship from senior investment professionals, with exposure to live portfolio decisions.
- Competitive base salary plus performance based incentive compensation.
- A small, collaborative firm environment with direct access to leadership and a real seat at the table.
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