Investment Research Specialist

2 days ago


San Francisco, California, United States Ogborne Capital Management Full time

A highly motivated and detail-oriented Investment Research Specialist is sought by Ogborne Capital Management to join their team as a Research Analyst. The ideal candidate will be responsible for evaluating U.S. equities through research, due diligence, and financial modeling.

Key Responsibilities

  • Conduct in-depth analysis of financial reports, public filings, and other sources to identify investment opportunities
  • Develop and maintain a deep understanding of various industries, including their trends, challenges, and growth prospects
  • Build and maintain complex financial models to inform investment decisions
  • Collaborate with the management team to identify and prioritize research projects
  • Prepare and present research findings to the team and management

Requirements

  • Strong analytical and problem-solving skills, with the ability to distill complex data into actionable insights
  • Excellent communication and presentation skills, with the ability to effectively convey complex ideas to both technical and non-technical audiences
  • Proficiency in financial modeling and data analysis, with experience working with large datasets
  • Ability to work independently and as part of a team, with a strong attention to detail and ability to manage multiple projects simultaneously

Education & Experience

  • Bachelor's degree in a relevant field, such as finance, economics, or accounting
  • 2+ years of experience in a related field, with a strong background in financial analysis and modeling


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