Role provides fundamental equity research support for lead technology analyst, works with quant team on portfolio construction and management and generates ideas in small cap growth universe. 3-5 year structured program offering extensive training and mentoring, designed to develop future analysts. Exceptional performers have potential to be promoted to Equity Research Analyst. Competitive compensation with significant upside potential for high performers. Daily opportunity to learn directly from our senior investment professionals. Responsibilities include diverse tasks such as company/industry related research projects, collaboration with portfolio managers, and extensive financial analysis. Opportunity to interact with public company CEOs and CFOs both in offices and on the road. Expectation to provide investment insight and impact the investment process, not just number crunching. Qualifications required: Bachelor’s Degree and 2-4 years relevant work experience (equity research or banking preferred), strong Excel and financial modelling skills including building three-statement models, creativity and ability to imagine. Preferred qualifications include strong academic background, intellectual curiosity, self-starter with ability to work independently and with others, effective communication skills, demonstrated ability to conduct in-depth thematic research, experience on a team that ramped up a new investment product, completion of at least level 1 of the CFA preferred, and ability to derive meaningful insights from research and analysis. FINRA licenses are not required. Work flexibility includes hybrid work with up to one day per week from home. Applicants must have US work authorization without need for visa sponsorship.
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