Investment Analyst, Banks

Investment Analyst: Financials

Perform fundamental analysis of the Financials sector to identify the key trends and the best-positioned companies. Conducts interviews of company personnel on all levels, their competitors, customers, etc., as well as industry experts and Wall Street analysts; and communicates recommendations within the firm.

Principal Responsibilities

1. Conducts primary research on companies and industry by researching, reading financial statements & market data, interviewing management team meetings and visiting companies to gain a deep understanding companies within the sector.  This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.

2.  Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio.  This requires good judgment on the part of the Analyst.

3.  Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock.  This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.

4.  Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst.  This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.

Required Skills

• At least 3-5 years of experience investing in Financials
• Passion for investing
• Strong interest in stocks
• Level of maturity and judgment which gives confidence in stressful situations
• Competitive nature
• Academic excellence
• Strong writing skills
• Strong quantitative skills

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Regional Requirements:

Base salary range:

$ $175,000 - $275,000 USD

For the location of:

Washington, DC

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.