Research Analyst - U.S. Growth & Core Equity (Generalist)
Core
Identify and recommend small-cap growth and core equity investment ideas to assist portfolio managers in generating above-market returns with reduced risk.
Role type
Buy-side equity research analyst (small-cap generalist)
Builds
Investment recommendations and portfolio analysis for asset management clients
Domain
Financial services / Equity research / Small-cap markets
Required skills
Fundamental analysis, financial modeling, valuation, sector/industry analysis, time prioritization, written and verbal communication
Preferred skills
MBA, CFA, CPA
Technologies
Financial modeling tools
Responsibilities
Identify and recommend new investment ideas; analyze and monitor developments impacting portfolio holdings; perform fundamental analysis on sectors and industries; communicate investment recommendations to portfolio managers; develop and maintain research relationships with company managements and industry contacts; conduct field trips and interview company executives; participate in ad-hoc management projects