Analyst / Senior Analyst / Portfolio Manager, Fundamental Equity
Core
Conduct fundamental equity research and generate investment ideas for a market-neutral long/short strategy, managing a book of investments if at the Portfolio Manager level.
Role type
Senior IC fundamental equity analyst / Portfolio Manager
Builds
Market-neutral equity long/short portfolios
Domain
Asset Management / Fundamental Equity
Required skills
Fundamental research, Financial modeling, Valuation methodologies, Sector analysis, Risk management, Portfolio construction, Market monitoring, Financial statement analysis
Preferred skills
Market-neutral strategy experience, Python/VBA programming, Industry connections
Technologies
Bloomberg, FactSet, Excel, Python, VBA
Responsibilities
Conduct in-depth fundamental research on companies across various sectors and geographies; Build and maintain detailed financial models including forecasting earnings and cash flows; Develop and present actionable investment ideas; Monitor existing portfolio positions and recommend adjustments; Assist in portfolio construction and risk management; Manage a market neutral equity long/short book and generate alpha (Portfolio Manager only); Mentor and collaborate with Analysts (Portfolio Manager only).