Senior Equity Research Analyst

2 weeks ago

Boston, United States Aristotle Capital Management Full time
Job DescriptionJob DescriptionWho We Are:
With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

We are currently seeking a Senior Equity Research Analyst to join our Aristotle Capital Boston team.

The Senior Equity Research Analyst will have various responsibilities, including but not limited to, the fundamental research of current equity holdings and prospective holdings (businesses) across the firm’s equity strategies. This position requires the individual to become familiar with Aristotle Boston’s unique investment approach, analyzing businesses from a bottom-up, fundamental perspective while working independently in the support of the Small and Smid Cap strategies. Our focus is the study of good business models, with a quality focus and long-term (3-5 years) view.

The position would include the analysis of company information contained in 10-Q and 10-K filings, annual reports, and industry data as well as information gleaned by attending investor meetings and conferences. It would also involve the development of unique proprietary sources of in-depth long-term business knowledge.

What You Will Do:
  • Provide fundamental and relative value research on existing holdings and generate investment ideas specific to the sectors.
  • Proactively communicate investment ideas by initiating discussions with portfolio managers and participating in group meetings.
  • Produce written reports such as company evaluations and quarterly updates, relative value analyses, and industry reviews.
  • Respond to portfolio manager inquiries regarding fundamental concerns, market overviews, and sector changes.
  • Interact with clients or client service professionals.
What You Will Need:
  • Individual must be driven, resourceful, and a self-starter.
  • Must work well in a team environment, including interaction with portfolio managers and other equity analysts.
  • Strong communication and financial analysis skills.
  • Previous industry sector research responsibilities.
  • Must be proficient in Excel and Word, at a minimum.
  • Possess proficient skills in financial statement analysis and application to small and mid-cap equities.
  • Performance track record is a plus, but not mandatory.
  • Knowledge of FactSet and Bloomberg.
  • Ability to manage databases a plus, but not mandatory.
  • Bachelor’s degree from an accredited college or university.
  • MBA from an accredited institution is a plus, but not mandatory.
  • Certified Financial Analyst (CFA) license is preferred, but not mandatory.
  • Minimum of 10 years of experience assessing U.S. Small and Mid-cap equities is required.
  • Experience in at least two of the following sectors preferred – Health Care, Industrials, Financials, Information Technology or Consumer Discretionary.
What We Have to Offer:
  • Robust Health, Dental, and Vision insurance for you and your dependents
  • 401(K) Retirement Plan with Employer Matching
  • A culture that values inclusivity
  • Flexible Paid time off, including annual Employee Volunteer Day
  • Life, Critical Illness, Disability, and Accidental Injury Insurance
  • Employee Assistance Program
  • Various Company events throughout the year
  • Employee Discount Program
Is Aristotle Right for You?
  • At Aristotle, we stand by our core values.
  • We place our clients’ interests first.
  • We act with integrity.
  • We achieve excellence through accountability and collaboration.
  • We empower our employees.
  • We are respectful.
  • We value community.
We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business. An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm. If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

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