Junior Fundamental Analyst

Location
Boston, Massachusetts (US)
Salary
Salary will be determined based on skills and experience
Posted
23 Dec 2021
Closes
21 Feb 2022
Ref
Sr Manager - Equity Research
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Your Opportunity

The Equity Analyst will join an experienced and collaborative team to assist in the fundamental, bottom-up research process and participate in the management of the ThomasPartners strategies and the Schwab active equity mutual funds.      

 

What you are good at

  • Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas
  • Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas
  • Assist the research team in ad hoc projects, research administration, and systems
  • Support client services and sales teams inquiries

 

What you have

  • Bachelor’s degree and CFA and/or MBA required
  • 3 + years of relevant experience
  • Solid accounting and financial statement/KPI modeling abilities
  • Outstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form
  • Quick learner, comfortable dealing with ambiguous, fluid situations
  • Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data
  • Experience with Bloomberg, Factset, and other related software
  • Passion, integrity, creativity, inquisitiveness and self confidence
  • The candidate should be a self-starter, well organized, and be able to work in a collaborative, team environment

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