SENIOR EQUITY ANALYST - UTILITIES & REAL ESTATE

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.