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Public Equity Investment Manager

2 months ago

Bellevue, Washington, United States Cercano Management Full time
Job Opportunity

Cercano Management LLC is seeking a highly skilled Portfolio Manager/Analyst to join our Investment Management team.

Job Summary

We are looking for a talented individual to play a key role in originating, evaluating, and recommending investment ideas for our portfolio in the Technology sector. The successful candidate will be responsible for building and maintaining detailed financial models, conducting thorough valuation work, and creating meaningful investment reports.

Key Responsibilities
  • Generate strong, insightful investment ideas based on independent research and analysis.
  • Conduct face-to-face interviews with executive management teams, suppliers, and customers to gather industry and competitive intelligence.
  • Collect and synthesize investment data on a macro and micro level, developing appropriate analytical processes to track and record changes.
  • Distill complex products and ecosystems, communicating implications across the investment team.
  • Clearly communicate investment ideas in written and verbal form.
  • Support opportunities for early-stage venture capital and private equity investments.
  • Utilize fundamental and/or technical research to arrive at sound and timely investment decisions.
Requirements
  • Relevant educational and work experience in buy-side and/or sell-side research, and investment banking in the Technology sector.
  • Excellent analytical skills, including financial modeling and independent research.
  • Knowledge and understanding of investment valuation methodologies.
  • Experience with investment due diligence processes.
  • Strong communication skills, including writing, verbal, and presentation skills.
  • Self-sufficient but team-oriented.
Preferred Qualifications
  • Advanced degree(s) or CFA charter holders.
  • Minimum of 3-5 years' experience in industry or investing.
Work Environment

Cercano Management is a dynamic work environment that requires flexibility and adaptability. The successful candidate will be expected to be a team player, collaborative, and accessible.

Compensation and Benefits

Cercano Management offers a comprehensive benefits package, including medical, dental, and vision insurance, Health Savings Account, Flexible Spending Accounts, unlimited paid time off, paid holidays, paid parental leave, and a 401(k) plan with a generous employer match.