Company Overview:
Distinguished investment management firm based in Los Angeles, known for its commitment to delivering superior, long-term investment performance.
Position Overview:
The firm is looking for a highly motivated and detail-oriented Junior Equity Analyst to join the team. This position will play a critical role in supporting our senior analysts and portfolio managers by conducting research, performing financial analysis, and contributing to investment decision-making processes.
Key Responsibilities:
- Conduct detailed financial analysis of companies, including financial statement analysis, valuation modeling, and trend analysis.
- Perform industry and company research to support investment recommendations and identify investment opportunities.
- Collect, organize, and interpret financial data to create reports and presentations for senior team members.
- Assist in the development and presentation of investment ideas and strategies.
- Prepare and maintain regular performance and research reports for internal and external stakeholders.
- Work closely with senior analysts and portfolio managers to support the investment process and participate in team discussions.
Qualifications:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field from an accredited university. CFA Level I or progress towards a CFA designation is a plus. GPA of 3.7+ preferred.
- 1-3 years of experience in equity research, investment banking, or a related field, preferably with exposure to equity markets.
- Strong analytical skills with proficiency in financial modeling and valuation techniques. Advanced knowledge of Excel, and familiarity with Bloomberg or other financial databases is a plus.
- Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
- This opportunity will be fully onsite in Los Angles, so being currently located in the LA area is preferred.