Investment Analyst Summer Associate
Core
12-week summer associate program rotating through Global Value Equity and Global Growth Equity teams to provide fundamental research support and drive superior client outcomes.
Role type
Summer Associate (Investment Analyst)
Builds
Actionable fundamental research supporting portfolio management teams
Domain
Asset Management / Global Equities
Required skills
Financial modeling, equity research, financial statement analysis, industry analysis, data preparation, clear written and verbal communication, independent work, prioritization, adaptability
Preferred skills
Stock coverage experience, CFA designation
Technologies
Financial modeling tools, third-party research platforms
Responsibilities
Research and model common stocks (owned and potential), analyze industry groups or investment themes, facilitate preparation of analytical data for weekly equity investment meetings, attend and participate in investment company presentations and weekly equity investment meetings
Seniority
Intern/Summer Associate