Equity Analyst

2 days ago


Philadelphia, Pennsylvania, United States Clark Capital Management Group Full time

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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