SENIOR EQUITY ANALYST - UTILITIES & REAL ESTATE

Location
Boston, Massachusetts (US)
Salary
paid position
Posted
08 Sep 2021
Closes
08 Oct 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

The Analyst will perform bottom-up fundamental research within the financial sector with emphasis on banks & diversified financials for the purpose of making buy and sell recommendation to portfolio managers across the US Equities platform.

Key Responsibilities:

  • Maintain bottom-up research coverage on the utilities and real estate sectors.
  • Thought leadership on overall financial cycles and themes and sector positioning across the equity platform.
  • Independently and thoughtfully conduct equity research.
  • Work collaboratively with our financial sector team leader.
  • Generate, develop, and present new investment ideas as well as monitor current investments for all active US equity strategies along with the “best ideas” research portfolio.
  • Build and maintain complete company models, create income statement and balance sheet forecasts, and perform valuation analysis.
  • Apply economic value added (EVA) analysis and valuation to fundamental models.
  • Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates.
  • Frequent and informal communication with portfolio managers on sector and their holdings.
  • Initiate and maintain contacts with company managements.

Requirements:

  • Bachelor’s degree plus MBA and/or CFA, strongly preferred.
  • 10 to 20 years of equity research experience.
  • Exceptional knowledge of utilities and/or real estate
  • Strong fundamental analytical skills.
  • Seasoned and proven judgment and thought process in the field of research.
  • Consistent and strong investment performance.
  • Advanced financial modeling and valuation skills.
  • Excellent communication skills, both written and verbal.
  • Team player mentality.

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