Junior Investment Analyst
7 hours ago
TraceEquity
We are a Registered Investment Adviser serving sophisticated long/short investors with new idea generation. The firm provides bespoke research based on deep fundamental analysis. The firm started in 1996 as a broker dealer and has evolved into an advisory firm with a small number of hedge fund clients.
Position Overview
We are seeking a Junior Investment Analyst
to join our research team in New Orleans. We specialize in high-impact, bespoke, independent equity research in servicing out-of-state large institutional money managers.
The successful candidate will perform analysis of corporate filings, sourcing / identifying investment opportunities, and perform industry channel checks which may involve setting up calls for research purposes. The analyst will provide the groundwork that supports others at the firm and its institutional clients. This is a role for a self-starter who enjoys the "hunt" for information and is comfortable with self-managing, in a less-structured, entrepreneurial environment.
Key Responsibilities
- Equity Research & Idea Generation:
Proactively identify and help develop investment ideas within mostly the US equity markets through rigorous screening, modeling, and file building. - Financial Modeling:
Build, maintain financial models. - Fundamental Analysis:
Conduct due diligence, including deep-dive reviews of 10-Ks, 10-Qs, proxy statements, earnings call transcripts, news, and other information sources, to identify key datapoints. - Reporting:
Synthesize data and analysis into clear, concise internal memos, tables, and charts. - Independent Project Management:
Manage own workflow and research pipeline while ensuring deadlines are met for time-sensitive market developments. - Team Player:
Must be willing and eager to take instruction, constructive feedback, and manage energy levels to keep pace in a fast-moving environment.
Candidate Profile
- Experience:
1–5 years in equity research, investment banking, or forensic accounting. Preference will be given to candidates that are adept and conversant in technology topics, products, markets, and companies. - Education:
Bachelor's or Master's degree in Finance, Economics, Accounting, or related training - Technical Skill:
Mastery of Microsoft Excel and the full Office Suite. Familiarity with financial data platforms such as FactSet, Bloomberg, Capital lQ, etc. - Mindset:
Higher-than-average attention to details and intense intellectual curiosity. - Location:
Preference given to candidates based in, or willing to relocate, to the greater New Orleans / Northshore area.
Required Skills & Qualifications
- Financial Modeling:
You should be able to build a model from scratch that is both structurally sound and visually professional. - Deep Analytical Rigor:
Ability to connect disparate data points to form a cohesive thesis for a company's valuation or business model. - Communication:
Exceptional written and verbal communication - Licenses:
Series 63/65 or 66 would be required within 6-12 months
Compensation
- Base compensation commensurate with experience and market benchmarks, plus performance-based bonus potential.
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