Equity Analyst
2 days ago
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
- Minimum of three years of experience, CFA preferred
- Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
- Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
- Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
- Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
- Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
- Keep abreast of industry and academic research and identify new research ideas
- Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process
- Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
- Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies
Competencies For Success
- Ability to work independently and as part of a team
- Strong financial statement analysis, valuation, and modeling skills
- Bachelor's degree in finance, business, economics, math, or business administration
- Bloomberg and or Factset proficiency
- Microsoft office proficiency
- Python, SQL and or programming proficiency a plus
- Strong work ethic, high integrity and aligned with the company's core values
- Strong communication and interpersonal skills
- Exceptional quantitative, verbal, and written communication skills
- Ability to adapt to and learn new technologies
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