Equity Research Analyst

5 days ago

Newport Beach, United States Strategic Global Advisors, LLC Full time

The Equity Research Analyst will be based in Newport Beach, CA. As a member of the Fundamental Equity Research team, this individual will be responsible for conducting fundamental research and analysis of companies with a global perspective, covering various geographic regions, industries, and market capitalizations. The analyst also collaborates closely with the quantitative team to generate insights and recommendations to refine and enhance the quantitative process.


Primary Responsibilities:

  • Review companies suggested as potential buys by SGA’s quantitative tools including verifying financial statement data, assessing the impact of recent corporate news, corporate actions, and industry trends, among other items
  • Review and monitor existing holdings
  • Write portfolio commentaries and participate in quarter-end deliverables
  • Research and write reports on companies of potential value to SGA clients
  • Participate in marketing to prospective and existing clients, as necessary
  • Participate in trading


Minimum Experience, Education and Certification:

  • One to three years of fundamental research experience at an asset management firm
  • A demonstrable track record of success, with international markets experience a plus
  • Experience with the Materials, Utilities, and Industrials sectors is appreciated but not required
  • Progress towards CFA designation preferred
  • U.S. citizenship or authorization to work in the U.S. on a permanent basis is required


Knowledge, Skills, and Abilities:

  • Willingness to learn and adhere to the team’s proprietary investment process
  • Appreciation for quantitative methods (e.g., stock selection, portfolio optimization, multi factor models)
  • Superior written and verbal communication skills, including an ability to clearly articulate the investment process with current and prospective clients
  • Willingness to travel
  • Ability to work in a team environment and interface with all areas of the firm
  • Superior computer and analysis skills, knowledge of FactSet, Bloomberg and other fundamental data platforms a plus


Strategic Global Advisors (“SGA”) is an employee-owned Global Equity firm based in Newport Beach, California. SGA manages approximately $3+ billion in international, global and domestic equity strategies, primarily for institutional investors. The firm employs a systematic investment process based on sound fundamental research that integrates proprietary quantitative tools with fundamental analysis. SGA’s proprietary stock selection model, risk model, and optimizer produce a focus list of securities for fundamental review as well as assist in portfolio construction.


SGA recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, or marital status under applicable laws.


SGA is an Equal Employment Opportunity employer. We provide reasonable accommodation for qualified individuals with disabilities, and disabled veterans, in job application procedures.


Interested candidates should forward their cover letter and resume to careers@sgadvisors.com.

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