Large-Cap Growth Strategy Associate Analyst

Role Summary   

• Role will provide fundamental research support to our Large-Cap Growth Strategy Portfolio Manager
• The Associate Analyst program is a three-to-five-year structured program offering ongoing training and mentoring and is designed to develop future fundamental investment analysts 

Responsibilities

• Diverse responsibilities including collaboration with investment analysts, portfolio managers, extensive financial analysis, and company/industry related research projects, incorporating macroeconomic and market analysis into bottom-up company research to support investment decisions 
• Opportunity to interact with public company C-suite executives, both in our offices and in the field 
• Daily opportunity to learn directly from our senior investment professionals, providing fundamental equity research support while learning the necessary skills to become a successful institutional investor 
• Expectation to provide investment insight and impact the investment process beyond just number crunching  
• Competitive compensation with significant upside potential for high performers 
• Exceptional performers have the potential to be promoted to Investment Analyst

Qualifications 

Required:

• Bachelor's Degree with a strong academic record required AND
• Strong Excel and financial modelling skills including previous experience building three-statement models  

Preferred:

• Strong academic background and intellectual curiosity 
• Highly motivated, confident self-starter, with ability to work independently and collaboratively in a performance-driven environment 
• A demonstrated interest and passion for equity investing and financial markets 
• Excellent verbal and written communication skills 
• Demonstrated ability to derive meaningful insights from in-depth research and analysis 
• Preference for candidates who have made progress toward the CFA designation
• Familiarity with LLMs, Claude Code, and/or Python is preferred

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). 

WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 20-30 minutes