Equity Research Analyst – Small & Mid Cap

Summary:

The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus.

Responsibilities:

• Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
• Analyze industry dynamics and sources of competitive advantage
• Perform in-depth financial statement analysis
• Determine and follow key industry and company drivers
• Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
• Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
• Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
• Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
• Work collaboratively with equity team to complete work outside of core coverage area and product
• Communicate investment philosophy and process to prospective clients and consultants

Qualificati