Investment Researcher / Equity Analyst

Company: Investment Company
Location: Akron
Posted on: November 22, 2021

Job Description:

Northeast Ohio investment company seeks a investment professional for its Investment Research Team for individual equity and general investment research projects. -The individual should have 3-5 years of experience in the financial services industry within an equities investing or research role. -The ability to analyze companies, their opportunity, and understand valuation methodology are essential. -The firm manages over $2 billion in assets for institutions, high net-worth individuals, and foundations. -Products are managed under a team approach that requires a high degree of collaboration and professional respect.

Responsibilities
- - - - - - - - -Source, evaluate and monitor investment opportunities across the US market for the firm's multiple strategies & portfolios.
- - - - - - - - -Generate commentaries, economic analysis, sales materials, and investment presentations.
- - - - - - - - -Interact with portfolio company management and Wall Street sell-side analysts to monitor existing holdings.
- - - - - - - - -Present to an external Board of Directors the performance of products, the economy, and trends within the industry.
- - - - - - - - -Attend client performance reviews and represent the firm at industry conferences and the media as needed.
Skills & Qualifications
- - - - - - - - -Strong intellectual curiosity.
- - - - - - - - -A passion for research and analysis.
- - - - - - - - -Problem solving skills.
- - - - - - - - -Independent thinker.
- - - - - - - - -Team player with a strong work ethic.
- - - - - - - - -Self-motivated and the ability to work independently.
- - - - - - - - -Strong qualitative, quantitative and communications skills.
- - - - - - - - -Mastery of Microsoft Excel, Word and PowerPoint, Bloomberg and Advents product suit.
- - - - - - - - -Buy-side work experience preferred.
- - - - - - - - -BA required, MBA & CFA preferred.

Local Candidates Only. This is an in-person position.
- - - - - - - - -15% travel.
- - - - - - - - -US Work Permit Required.
- - - - - - - - -Full benefits (Health, Dental, Vision, Profit Sharing Plan).

Keywords: Investment Company, Akron , Investment Researcher / Equity Analyst, Accounting, Auditing , Akron, Ohio