Investment Analyst

4 weeks ago


Phoenix, United States Smead Capital Management Full time

Investment Analyst | Job Description

Phoenix, AZ

Smead Capital Management is accepting applications for an Investment Analyst position for its Phoenix office. The job will be a full-time exempt position. The position will report to the Chief Investment Officer.

Job Summary:

The Investment Analyst position will work as an integral member of the Investment Team to engage in the firm’s investment research.

Responsibilities:

• Create a deep inculcation to the investment philosophy of the firm

• Focused on quarterly filings and calls for portfolio holdings.

• Regular review and involvement with annotation tied to current and prospective investment holdings.

• Understanding of firm’s trading systems, processes and vendors

• Production of investment analysis for marketing, communication and investor presentations

• Build relationships with investor relations contacts

• Be a book with legs

• Ad hoc projects

Qualifications:

• Bachelor’s Degree required.

• CFA charter holder preferred

• Minimum of three years of investment analysis experience.

• Prefer US and Non-US investment experience

• Strong writing and communication skills.

• Ability to work in a dynamic team environment.

• Candidates must be analytical, detail-oriented with a deep passion for the firm’s investment philosophy.

• Experience with Bloomberg, Factset and other investment software applications.

• Must be a reader

• Liberal arts majors encouraged to apply

This job description may be changed to include new responsibilities and tasks or change existing ones as management deems necessary. Candidates are subject to background checks and drug testing prior to employment. Relocation to Phoenix, AZ is required.

About Smead Capital Management

At Smead Capital Management, we are stock market investors. The firm is a registered investment advisor based in Phoenix, AZ that manages $7.1 billion as of 3/31/2024. Our clients are individual investors, advisors, family offices and institutional investors globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth. More information about the firm can be found at www.smeadcap.com, or by emailing us at info@smeadcap.com.


  • Investment Analyst

    1 week ago


    Phoenix, United States Smead Capital Management Full time

    Investment Analyst | Job Description Phoenix, AZ Smead Capital Management is accepting applications for an Investment Analyst position for its Phoenix office. The job will be a full-time exempt position. The position will report to the Chief Investment Officer. Job Summary: The Investment Analyst position will work as an integral member of the Investment...

  • Investment Analyst

    7 days ago


    Phoenix, United States Smead Capital Management Full time

    Investment Analyst | Job DescriptionPhoenix, AZSmead Capital Management is accepting applications for an Investment Analyst position for its Phoenix office. The job will be a full-time exempt position. The position will report to the Chief Investment Officer.Job Summary:The Investment Analyst position will work as an integral member of the Investment Team to...


  • Phoenix, Arizona, United States Dinan & Company Full time

    Dinan & Company, a reputable middle-market investment bank, is looking to recruit a Junior Investment Banking Analyst to join their team at the Phoenix headquarters. This role will be part of Dinan's expanding international M&A division, offering support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients...


  • Phoenix, United States CBRE Full time

    **Investment Sales Analyst** **Job ID** - 156320**Posted** - 03-Jun-2024**Service line** - Advisory Segment**Role type** - Full-time**Areas of Interest** Capital Markets **Location(s)** Phoenix - Arizona - United States of America **About the role** This position is responsible for analyzing information to prepare various reports related to the...


  • Phoenix, United States Dinan & Company Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinans growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets and...


  • Phoenix, United States Dinan & Company, LLC Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinan’s growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets...


  • Phoenix, United States Dinan & Company, LLC Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinan’s growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets...


  • Phoenix, United States augmentjobs Full time

    Job DescriptionJob DescriptionCompany Overview: We are a leading investment banking firm specializing in healthcare information technology (HealthTech) sectors. We provide strategic advisory, capital raising, and M&A services to a diverse portfolio of clients, including healthcare providers, technology firms, and investors. With a commitment to innovation...


  • Phoenix, United States augmentjobs Full time

    Job DescriptionJob DescriptionCompany Overview: We are a leading investment banking firm specializing in healthcare information technology (HealthTech) sectors. We provide strategic advisory, capital raising, and M&A services to a diverse portfolio of clients, including healthcare providers, technology firms, and investors. With a commitment to innovation...

  • Financial Analyst

    7 days ago


    Phoenix, Arizona, United States Freeport-McMoRan Inc. Full time

    Prepare financial and business related analyses and research in such areas as financial and expense performance, working capital, and investments. Prepare and analyze forecasts and budgets, and analyzes trends in manufacturing, sales, and general bus Financial Analyst, Financial, Accounting, Analyst, Banking, Finance, Business


  • Phoenix, United States Cambridge Investment Research, Inc. Full time

    Overview: We are looking for someone with a passion for investigating details to join the Compliance department as an Anti-Money Laundering Analyst. This position requires thorough review of details and identification of trends and suspicious activities which could indicate attemps at money laundering. This person will work from our Phoenix, Arizona...


  • Phoenix, United States Cambridge Investment Research, Inc. Full time

    Overview: Essential Duties: - Communicate internal policies and procedures, as well as external clearing firm policies and procedures to financial professionals and employees, ensure policies/ procedures are being followed and inform management of potential violations - Assist with development and implementation of new and improved procedures to streamline...


  • Phoenix, Arizona, United States Marcus & Millichap Full time

    Marcus & Millichap is one of the nation's leading commercial real estate investment services company, with more than 1,800 investment sales and financing professionals in 80 offices nationwide and throughout Canada. The Commercial Real Estate Analyst will be responsible for conducting market and submarket research to identify pertinent commercial real estate...


  • Phoenix, Arizona, United States Marcus & Millichap Full time

    Marcus & Millichap is one of the nation's leading commercial real estate investment services company, with more than 1,800 investment sales and financing professionals in 80 offices nationwide and throughout Canada. The Commercial Real Estate Analyst will be responsible for conducting market and submarket research to identify pertinent commercial real estate...

  • Treasury Analyst

    4 weeks ago


    Phoenix, United States LHH Full time

    Job Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the companys financial assets, optimizing liquidity, and minimizing financial risks. This role requires an understanding of financial markets, cash management, and financial...

  • Treasury Analyst

    1 month ago


    Phoenix, United States LHH Full time

    Job Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the companys financial assets, optimizing liquidity, and minimizing financial risks. This role requires an understanding of financial markets, cash management, and financial...

  • Treasury Analyst

    1 month ago


    Phoenix, United States LHH Full time

    Job Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the company’s financial assets, optimizing liquidity, and minimizing financial risks. This role requires an understanding of financial markets, cash management, and financial...

  • Treasury Analyst

    1 month ago


    Phoenix, United States LHH Full time

    Job Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the company’s financial assets, optimizing liquidity, and minimizing financial risks. This role requires an understanding of financial markets, cash management, and financial...

  • Treasury Analyst

    1 week ago


    Phoenix, Arizona, United States LHH Full time

    Job Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the companys financial assets, optimizing liquidity, and minimizing financial risks. This role requires an understanding of financial markets, cash management, and financial...

  • Treasury Analyst

    3 weeks ago


    Phoenix, United States LHH Full time

    Job Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the companys financial assets, optimizing liquidity, and minimizing financial risks. This role requires an understanding of financial markets, cash management, and financial...