2 дня назад
Investment Analyst Summer Associate (Global Equity)
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Описание вакансии
Текст:
TL;DR
Investment Analyst Summer Associate (Global Equity): Researching and modeling common stocks across global value and growth equity strategies with an accent on fundamental research, financial analysis, and investment recommendations. Focus on analyzing company financial documents, evaluating industries and investment themes, and preparing data for portfolio management meetings.
Location: Kansas City, Missouri, United States; employees are required to work in the office on a scheduled frequency
Company
is an independent global asset manager focused exclusively on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.
What you will do
- Rotate through strategies within the Global Value Equity and Global Growth Equity teams during a 12-week summer associate program.
- Research and model currently owned and potential new equity investments.
- Analyze company financial documents, third-party reports, management interviews, industry groups, and investment themes.
- Recommend stock purchases and sales based on fundamental research.
- Prepare analytical data for weekly equity investment meetings and participate in company presentations.
Requirements
- First-year MBA student, preferably concentrating in finance, or an equivalent combination of education and work experience.
- Strong analytical, research, communication, planning, coordination, and follow-through skills.
- Ability to work independently and collaboratively while covering multiple sectors.
- Curious, motivated, creative, open-minded, logical, determined, flexible, and highly ethical approach.
- Ability to internalize and implement the investment process and communicate accurately and concisely.
- Ability to comply with the scheduled office attendance requirement in Kansas City.
Nice to have
- Experience covering stocks.
- CFA qualification.
Culture & Benefits
- Formal mentorship program.
- Live and online learning opportunities.
- 401(k) with a 5% company match and an annual performance-based discretionary contribution.
- Work with a privately owned investment manager that directs 40% of annual dividends to the Stowers Institute for Medical Research.
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