Senior Investment Research Specialist

5 days ago


Milwaukee, Wisconsin, United States Allocator Jobs Full time
Job Summary

We are seeking a highly skilled Senior Investment Research Specialist to join our team at Allocator Jobs. This role will be responsible for conducting in-depth fundamental research on assigned industries and issuers, as well as providing forward-looking and dynamic relative value assessments and recommendations consistent with portfolio strategy and return objectives.

About the Role
  • This position requires strong analytical skills, particularly in performing financial statement analysis, evaluating cross-sector relative value, and presenting credit recommendations for potential investment opportunities.
  • The ideal candidate will have five years of relevant work experience conducting credit analysis, preferably in Financials, and hold a Master of Science or Master of Business Administration (MBA) degree.
  • CFA designation or progress towards attaining the CFA designation is required.
Key Responsibilities
  1. Exhibit expert knowledge of assigned industry dynamics, informed by deep understanding of profitability and cash flow drivers, as well as technological and other exogenous risks and opportunities.
  2. Conduct thorough fundamental issuer credit analysis, including financial statement analysis and the evaluation of financial policy, management track record, competitive position, and credit ratings profile.
  3. Determine relative value opportunities within assigned issuers and provide timely and responsive investment recommendations based on current portfolio strategy. Adapt recommendations to specific portfolio return objectives.
  4. Demonstrate the ability to communicate concise and persuasive investment theses and recommendations.
Requirements
  • $120,000 - $180,000 per year
  • Experience in Financials is a plus as one of two positions will focus on that sector.
  • Mastery of Bloomberg, Blackrock Aladdin, and other programming or data analytic tools is desirable.
About Us

Allocator Jobs is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.



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