Senior Investment Research Associate
- Conduct fundamental research on U.S. and international securities, including analysis of growth drivers, earnings quality, and valuation.
- Evaluate company-specific events, industry trends, and broader market developments for potential impact on portfolio holdings.
- Synthesize research findings and present analysis and recommendations to the investment team in both written and verbal form.
- Actively participate in portfolio review discussions as a member of the investment team.
- Contribute to client reporting communications and participate in client meetings.
- Collaborate with the Quantitative Research team on multi-disciplinary approaches to security evaluation.
- Leverage internally developed AI tools to enhance research efficiency and accuracy.
- Strong academic background in Finance, Accounting, Economics, or Business/Data Analytics.
- Pursuing CFA designation (completion of Level I preferred) or CPA license.
- 2-5 years of relevant professional experience, such as equity research, investment banking, Big 4 accounting, or other related field.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent written and verbal communication abilities.
- Proven ability to work well on teams, self-motivated, showing initiative and embracing an environment of continuous learning.
- High proficiency in Excel; working knowledge of PowerPoint
- Experience with SQL, Python, R, or other quantitative analysis tools.
- Familiarity with Bloomberg, Eikon, or comparable third-party financial platforms.
- Bachelor's degree in Finance, Accounting, Economics, or Business/Data Analytics.
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