Securities Research Analyst - Staffing In Motion
Camas, WA 98607
About the Job
Securities Research Analyst
Do you have experience in equity research and analysis or capital markets? Our Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.
The Opportunity:
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to gr firm’s top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day:
· Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
· Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views
· Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks
· Participate in Investment Roundtables, Client Forums, and client/prospect meetings, and provide critical commentary to our Private Client Group, via written and oral communications
Your Qualifications:
· Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
· Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
· Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
· Likes working with data to derive fact-based insights
· Empathetic and appreciates others’ strengths and opportunities for growth
Benefits
· 100% paid medical, dental and vision premiums for you and your qualifying dependents
· A 50% 401(k) match, up to the IRS maximum
· 20 days of PTO*, plus 10 paid holidays
· Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up childcare
· $10,000 fertility, hormonal health and family-forming benefit
Do you have experience in equity research and analysis or capital markets? Our Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.
The Opportunity:
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to gr firm’s top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day:
· Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
· Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views
· Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks
· Participate in Investment Roundtables, Client Forums, and client/prospect meetings, and provide critical commentary to our Private Client Group, via written and oral communications
Your Qualifications:
· Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
· Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
· Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
· Likes working with data to derive fact-based insights
· Empathetic and appreciates others’ strengths and opportunities for growth
Benefits
· 100% paid medical, dental and vision premiums for you and your qualifying dependents
· A 50% 401(k) match, up to the IRS maximum
· 20 days of PTO*, plus 10 paid holidays
· Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up childcare
· $10,000 fertility, hormonal health and family-forming benefit
Salary: $85,000-$125,000 + bonuses ($20,000-$30,000)
Source : Staffing In Motion