Senior Research Analyst

Found in: beBee S US - 2 weeks ago

Chicago, United States Duff & Phelps Investment Management Company Full time

The senior analyst role will participate as an active contributing member on the water team, in a senior analyst and/or associate portfolio management role. The person in this position must take ownership of a primary research coverage list and actively contribute to the overall investment process, including communicating closely with the Water portfolio managers and other infrastructure team members, and consistently generate risk-adjusted, excess-return ideas supported by thorough bottom-up research. This position’s work location can be in our Leawood, KS office or in our downtown Chicago office.

DUTIES AND RESPONSIBILITIES:

Independently conducts relevant sector and individual security analysis all along the Water value chain, including solutions for water supply, water quality, and water efficiency. Generates write-ups and valuation models for assigned companies. Makes buy, sell, and hold recommendations on portfolio holdings which are typically in a range of 30 – 40 names. Actively communicates and works closely with the Water portfolio managers and other members of Infrastructure team on strategies, regarding portfolio construction and investment returns, and coverage focus and vetting processes essential to security positioning and country / sector allocation. Maintains relationships and proactively communicates with senior management of covered companies and industry contacts. Assists in preparation of quarterly reports and generation of marketing and board materials. Provides integrated ESG analysis alongside fundamental research that aligns with UN Sustainability Goals. Exchanges complex information effectively to reach agreements in ambiguous or difficult situations. Performs other duties as required by the Water portfolio managers or other senior management.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required for the position.  Other duties may be assigned from time to time by management. 

MINIMUM QUALIFICATIONS:

BA/BS degree and 6 - 10+ years of investment experience, or an equivalent combination of education and experience.  Advanced degree (MBA and/or CFA designation) preferred. Significant work experience in infrastructure, utilities, industrials required and experience in water preferred (water utilities, industrial products, life sciences or natural resources).  Some portfolio management experience a plus. Proven ability to have delivered consistently strong performance and judgment in the field. Solid communication (verbal and written), organizational, interpersonal and presentation skills. Ability to comprehend strategic direction from senior management and provide feedback and input to enhance strategic direction. Excellent PC skills with proficiency using MS software, Bloomberg and internet research capabilities. Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.

PHYSICAL REQUIREMENTS:

Ability to work flexible hours, travel globally, attend conferences, and meet with company management. Willingness to work in a hybrid work environment (i.e., combination of in-office and remote work). Ability to operate a computer and perform repetitive motion activities. Ability to remain in a stationary position at least 50% of the time.

Base Salary Range:  $153,000 to $187,000/annually

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

  • Senior Investment Research Analyst

    Found in: beBee jobs US - 3 weeks ago

    Chicago, Illinois, United States Morningstar Full time

    Job Title: Senior Investment Research Analyst (multiple positions)Responsibilities:Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' management team, strategy, parent company, performance and expenses (20%).Conduct quantitative and qualitative analysis using our...

  • Senior Business Analyst

    16 hours ago

    Chicago, United States Levi Ray & Shoup Inc Full time

    Work with IT, research teams, business teams, and 3rd party stakeholders to identify and document requirements, and think critically about what will make it successful. Collaborate closely with stakeholders to understand business processes, objective Business Analyst, Business, Analyst, Senior, Product Development, Salesforce, Technology

  • Equity Research Analyst

    7 days ago

    Chicago, United States CFA Institute Full time

    The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and sectors. You...

  • Equity Research Analyst

    Found in: beBee S US - 3 weeks ago

    Chicago, United States Kovitz Full time

    The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.  The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and...

  • Equity Research Analyst

    Found in: beBee jobs US - 3 weeks ago

    Chicago, Illinois, United States Kovitz Full time

    The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and sectors. You...

  • Equity Research Analyst

    1 week ago

    Chicago, United States CFA Institute Full time

    The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings. The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and sectors. You...

  • Senior Tax Analyst

    16 hours ago

    Chicago, United States Addison Group Full time

    Addison Group in conjunction with our client, a publicly traded Fortune 100 company is looking to hire a Senior Tax Analyst. The Senior Tax Analyst will be involved with many aspects of the corporate tax function including the preparation and review of federal and state tax accounting and compliance, tax research, and reporting. Responsibilities: ...

  • Research Analyst

    Found in: beBee jobs US - 2 weeks ago

    Chicago, Illinois, United States William Blair Full time

    William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely...

  • Senior Manager Microbiology, Research and Product Development

    2 weeks ago

    Chicago, United States RPM ReSearch Full time

    Job DescriptionJob DescriptionSenior Manager Microbiology, Research, and Product DevelopmentThe Senior Manager Microbiology, Research has the ability to work in both existing and emerging topical anti-infective technologies and the ability to lead a microbiology group across other medical device applications. This role has responsibility for the scientific,...

  • Senior Manager Microbiology, Research and Product Development

    5 days ago

    Chicago, United States RPM ReSearch Full time

    Job DescriptionJob DescriptionSenior Manager Microbiology, Research, and Product DevelopmentThe Senior Manager Microbiology, Research has the ability to work in both existing and emerging topical anti-infective technologies and the ability to lead a microbiology group across other medical device applications. This role has responsibility for the scientific,...

  • Senior Research Analyst, Market Strategy

    Found in: Talent US C2 - 14 hours ago

    Chicago, United States Ipsos Full time

    What you can expect to be doing:   Works with project team to understand research approach necessary to meet the client need and works with appropriate internal resources (., IIS, DP, Coding, GMU) to implement the study. If applicable, becomes knowledgeable about the client(s) they are assigned to and acts as a direct day-to-day client contact on...

  • Municipal Bond Research Analyst

    3 days ago

    Chicago, United States Brookfield Asset Management Full time

    Municipal Bond Research Analyst. Position Summary: The position involves conducting fundamental credit analysis and relative value assessments on public municipal debt issues. Responsibilities:Utilizing both qualitative and quantitative research, pro Research Analyst, Municipal, Research, Credit Analyst, Analyst, Technology

  • Quantitative Research Analyst

    Found in: beBee jobs US - 2 weeks ago

    Chicago, Illinois, United States Citadel Full time

    Our mission is to be the most successful investment team in the world. Quantitative Researcher Analysts play a key role in this mission by developing next-generation models and trading approaches for a range of investment strategies. You'll get to challenge the impossible in quantitative research by applying sophisticated and complex statistical techniques...

  • Research Analyst

    Found in: Appcast US C2 - 1 week ago

    Chicago, United States Benda Infotech Full time

    We are seeking a highly motivated and analytical Research Analyst. In this critical role, you will play a key part in driving strategic decision-making through in-depth research, data analysis, and the generation of actionable insights.Responsibilities:Conduct comprehensive market research to identify industry trends, emerging opportunities, and potential...

  • Research Analyst

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Chicago, United States Benda Infotech Full time

    We are seeking a highly motivated and analytical Research Analyst. In this critical role, you will play a key part in driving strategic decision-making through in-depth research, data analysis, and the generation of actionable insights.Responsibilities:Conduct comprehensive market research to identify industry trends, emerging opportunities, and potential...

  • Research Analyst

    1 week ago

    Chicago, United States Benda Infotech Full time

    We are seeking a highly motivated and analytical Research Analyst. In this critical role, you will play a key part in driving strategic decision-making through in-depth research, data analysis, and the generation of actionable insights.Responsibilities:Conduct comprehensive market research to identify industry trends, emerging opportunities, and potential...

  • Equity Research Analyst

    7 days ago

    Chicago, United States Kovitz Full time

    JOB DESCRIPTION The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings. The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps...

  • Senior Federal Tax Analyst

    Found in: Appcast US C2 - 1 week ago

    Chicago, United States Brilliant Full time

    Our client is currently seeking a Senior Federal Tax Analyst to join their finance team and play a key role in managing our federal tax compliance and planning activities.Senior Federal Tax Analyst Responsibilities:Prepare and review federal income tax returns, extensions, estimates, and other related filings in compliance with applicable tax laws and...

  • Senior Federal Tax Analyst

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Chicago, United States Brilliant Full time

    Our client is currently seeking a Senior Federal Tax Analyst to join their finance team and play a key role in managing our federal tax compliance and planning activities.Senior Federal Tax Analyst Responsibilities:Prepare and review federal income tax returns, extensions, estimates, and other related filings in compliance with applicable tax laws and...

  • Senior Federal Tax Analyst

    1 week ago

    Chicago, United States Brilliant Full time

    Our client is currently seeking a Senior Federal Tax Analyst to join their finance team and play a key role in managing our federal tax compliance and planning activities.Senior Federal Tax Analyst Responsibilities:Prepare and review federal income tax returns, extensions, estimates, and other related filings in compliance with applicable tax laws and...