13 дней назад
Team Analyst – Global Focused Growth Strategy
180 000 - 300 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Team Analyst – Global Focused Growth Strategy (Equity Research/AI): Supporting a portfolio manager in researching companies and industries, building financial models, and developing differentiated investment insights with an accent on global growth investing, fundamental analysis, and scenario forecasting. Focus on designing AI-driven research workflows, engaging company executives, testing investment theses through primary diligence, and translating analysis into portfolio actions.
Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home
Base salary: $180,000–$300,000 annually, depending on location, experience, and skills; discretionary bonus may apply.
Company
is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Support the Portfolio Manager in executing and improving the Global Focused Growth investment framework.
- Lead company, industry, and thematic research projects aligned with portfolio needs.
- Build and maintain three-statement and scenario models, time-series analyses, and forward forecasts.
- Translate research into investment briefs, differentiated insights, recommendations, and portfolio actions.
- Engage CEOs, CFOs, public-company executives, and external experts through meetings, calls, and site visits.
- Design AI-driven workflows, prompt libraries, retrieval systems, and automation to improve research speed and quality.
Requirements
- Bachelor’s degree and 4+ years of relevant buy-side or sell-side investment experience.
- Advanced Excel and financial modeling skills, including three-statement modeling and time-series analytics.
- Quantitative training in areas such as calculus, statistics, econometrics, or CFA coursework.
- Strong written and verbal communication skills and working knowledge of equity markets and instruments.
- Proven ability to use AI tools and prompt engineering for research applications.
- Willingness to travel globally; FINRA licenses are not required and will not be supported.
Nice to have
- CFA qualification or coursework.
- Independent, self-directed contribution combined with effective collaboration.
- Passion for equity investing and a track record of converting deep research into actionable insights.
Culture & Benefits
- Hybrid work schedule with flexibility built into the role.
- Annual bonus eligibility and competitive compensation.
- Retirement plan and health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
- Inclusive workplace focused on collaboration, diversity, and equal opportunity.
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