![Roberts Wealth Advisors](https://media.trabajo.org/img/noimg.jpg)
Equity Research Analyst
1 month ago
Roberts Wealth Advisors is a registered investment advisor with approximately $350 million in AUM. We have a five member team that work out of our offices in Menlo Park, California and Park City, Utah, and the chosen candidate must be located or willing to relocate to the Salt Lake City/Park City area.
We are seeking an equity analyst who will work closely with the Director of Research (DR) on identifying and developing investment valuations, portfolio management, and creation of research and investment presentations. You will be directly involved with managing existing portfolio holdings, identifying new equity investments, and positioning the portfolio for future appreciation, with the ability to develop your own skills while working with the DR on certain projects.
This position is ideal for a recent college graduate or early-stage investment career and will be most applicable for candidates with a demonstrated interest in public equity research.
The Equity Analyst will:
·
Participate on our investment committee, with coverage responsibility for multiple economic sectors
· Manage a portion of the firm's 40-50 core equity holdings through thematic and valuation-based approaches
·
Lead and participate in daily morning meeting with economic and portfolio-relevant news
·
Collaborate with relationship managers to craft investment recommendations for new clients/transitions
·
Maintain both modelized and actual firm performance composites
·
Manage the security proxy voting process for the firm
·
Support the efforts of Roberts Wealth Advisors, its clients, and Team Members
Our Equity Analyst will possess the following attributes:
· Familiarity with core equity concepts and modeling processes (NPV, DCF, multiples, etc.)
· Possess a demonstrated interest in equity investing
·
Exemplify very high professional standards, honesty, and integrity
·
Demonstrated analytical and quantitative skills, with demonstrated sound judgement in working with clients
·
A self-starter who takes initiative and is a progressive thinker
·
Works well on a team and can prioritize their own work, set objectives, and complete time-sensitive tasks
Education:
·
Bachelor’s Degree. Preferably in business, finance, or accounting, but other major considered
·
Designations as a Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), or those progressing toward obtaining those designations is preferred.
Salary and Benefits:
·
Base salary commensurate with experience
·
Performance-based incentive pay
·
Benefits including medical, dental and 401(k)
·
A flexible work schedule with the option of occasional remote working
·
Partial financial support for professional accreditation/continuing education requirements and other education/training opportunities
·
A positive team environment
#J-18808-Ljbffr
We have other current jobs related to this field that you can find below
-
Equity Research Analyst Intern
3 months ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionOverview: We are seeking a highly motivated Equity Research Analyst Intern to join our team. As an intern, you will work closely with our experienced research analysts to analyze and evaluate investment opportunities in various sectors. This role offers a unique opportunity to gain hands-on experience in equity research and...
-
Equity Research Analyst Intern
3 months ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionOverview: We are seeking a highly motivated Equity Research Analyst Intern to join our team. As an intern, you will work closely with our experienced research analysts to analyze and evaluate investment opportunities in various sectors. This role offers a unique opportunity to gain hands-on experience in equity research and...
-
Senior Quantitative Equity Researcher
1 month ago
Florham Park, United States Jacobs Levy Equity Management Full timeJacobs Levy is seeking a Senior Quantitative Equity Researcher for our Florham Park, NJ office with a strong background in technical computing and statistics to join our research team. The team is responsible for researching all aspects of the investment process from data processing and alpha modeling through to portfolio optimization. Our researchers work...
-
Senior Quantitative Equity Researcher
7 days ago
Florham Park, United States Jacobs Levy Equity Management Full timeJacobs Levy is seeking a Senior Quantitative Equity Researcher for our Florham Park, NJ office with a strong background in technical computing and statistics to join our research team. The team is responsible for researching all aspects of the investment process from data processing and alpha modeling through to portfolio optimization. Our researchers work...
-
Senior Quantitative Equity Researcher
3 months ago
Florham Park, United States Jacobs Levy Equity Management Full timeJacobs Levy is seeking a Senior Quantitative Equity Researcher for our Florham Park, NJ office with a strong background in technical computing and statistics to join our research team. The team is responsible for researching all aspects of the investment process from data processing and alpha modeling through to portfolio optimization. Our researchers...
-
Entry Level Equity Research Analyst
4 weeks ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionAbout Us: We are a leading investment firm specializing in equity research and financial analysis. Our team is dedicated to providing insightful research and analysis to help our clients make informed investment decisions.Position Overview: We are seeking a highly motivated Entry Level Equity Research Analyst to join our dynamic...
-
Entry Level Equity Research Analyst
4 weeks ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description: We are seeking a highly motivated and analytical Entry Level Equity Research Analyst to join our team, focusing on the Power & Renewables sector. As an Equity Research Analyst, you will be responsible for conducting fundamental analysis, financial modeling, and industry research to support investment...
-
Entry Level Equity Research Analyst
2 months ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Overview: We are seeking a highly motivated Entry Level Equity Research Analyst to join our team, focusing on the dynamic Automotive sector. As an Equity Research Analyst, you will be responsible for conducting in-depth analysis of companies within the automotive industry, generating investment recommendations, and providing...
-
Entry Level Equity Research Analyst
3 weeks ago
Oklahoma City, United States Augment Jobs Full timePosition Overview: We are seeking a highly motivated Entry Level Equity Research Analyst to join our dynamic team. The successful candidate will focus on researching and analyzing companies within the insurance and insurance services sector to provide valuable insights to our clients and support our investment decision-making process. Key...
-
Entry Level Equity Research Analyst
3 months ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionPosition Overview: We are seeking a highly motivated Entry Level Equity Research Analyst to join our dynamic team. The successful candidate will focus on researching and analyzing companies within the insurance and insurance services sector to provide valuable insights to our clients and support our investment decision-making...
-
US NY NEW YORK PARK Citadel Full timeBusiness: Equity Quantitative Research (EQR) Title: Quantitative Researcher, Equity Model Research (EMR) Location: New YorkAbout CitadelCitadel is one of the world’s leading alternative investment managers. We manage capital on behalf of many of the world’s preeminent private, public and nonprofit institutions. We seek the highest and best use of...
-
Director, Public Equities
1 month ago
Kansas City, United States Americo Financial Life & Annuity Insurance Company Full timeThis position will lead our public equity analysis and portfolio management segment. This position will work closely with the company’s ownership and the Chief Investment Officer to build and manage the company’s allocation to public equities. Key Responsibilities: Take a lead role in analyzing investment opportunities in the public equity...
-
Director, Public Equities
4 weeks ago
Kansas City, United States CFA Institute Full timeThis position will lead our public equity analysis and portfolio management segment. This position will work closely with the company’s ownership and the Chief Investment Officer to build and manage the company’s allocation to public equities. Key Responsibilities: Take a lead role in analyzing investment opportunities in the public equity market....
-
Director, Public Equities
1 month ago
Kansas City, Missouri, United States Americo Financial Life & Annuity Insurance Company Full timeThis position will lead our public equity analysis and portfolio management segment. This position will work closely with the company's ownership and the Chief Investment Officer to build and manage the company's allocation to public equities. Key Responsibilities:Take a lead role in analyzing investment opportunities in the public equity market. Working...
-
Real Estate Private Equity Funds Analyst
1 month ago
Oklahoma City, United States Augment Jobs Full timeJob Description: We are seeking a highly motivated and detail-oriented individual to join our team as a Real Estate Private Equity Funds Analyst. In this role, you will be responsible for conducting financial analysis, market research, and due diligence on potential real estate investment opportunities for our private equity funds. You will collaborate with...
-
Director, Public Equities
3 weeks ago
Kansas City, United States Americo Life Full timeDirector, Public Equities Americo: We are in this for Life! The roots of the Americo family of companies date back more than 100 years. Americo is a Life Insurance, and Annuity company providing innovative products to our customers. At Americo, it's the people who make things work, so we hope you join us! What you'll love about working at Americo:...
-
Director, Public Equities
1 month ago
Kansas City, United States International Executive Service Corps Full timeDirector, Public Equities Americo: We are in this for Life! The roots of the Americo family of companies date back more than 100 years. Americo is a Life Insurance, and Annuity companyproviding innovative products to our customers. At Americo, it's the people whomake things work, so we hope you join us! What you'll love aboutworking at Americo:...
-
Private Equity Analyst
3 months ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionPosition Overview: We are seeking a highly motivated Private Equity Analyst with a focus on cloud computing to join our dynamic team. The ideal candidate will possess strong analytical skills, a deep understanding of the cloud computing industry, and the ability to identify and evaluate investment opportunities in this rapidly...
-
Investment Research Analyst
2 weeks ago
Kansas City, United States American Century Investment Services, Inc. Full timeOur Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors,...
-
Entry Level Private Equity Analyst
3 months ago
Oklahoma City, United States augmentjobs Full timeJob DescriptionJob DescriptionPosition Overview: We are seeking a motivated and detail-oriented Entry Level Private Equity Analyst with a focus on Cybersecurity to join our dynamic team. The ideal candidate will have a strong interest in financial analysis, cybersecurity trends, and investment strategies. This position offers an excellent opportunity to gain...