Research Analyst

Location
Chicago, Illinois (US)
Salary
125,000
Posted
10 Jan 2022
Closes
09 Feb 2022
Job Function
Other
Industry Sector
Asset Management
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

SUMMARY:  This position’s responsibility is to participate as a research analyst within the Utilities/Infrastructure team. The analyst will take ownership of a primary coverage list and actively contribute to the overall investment process. The analyst is expected to work closely with the senior portfolio managers and consistently generate risk-adjusted, excess-return ideas supported by thorough, bottom-up research. 

               DUTIES AND RESPONSIBILITIES:

  • Independently conducts necessary sector and individual security research for applicable product.
  • Generates write-ups and valuation models for assigned companies.
  • Challenges consensus assumptions with own research findings.
  • Makes buy, sell, and hold recommendations.
  • Actively communicates with senior portfolio manager and other members of Infrastructure team.
  • Maintains relationships and proactively communicates with senior management of covered companies and industry contacts.
  • Helps support the generation of marketing and board materials.
  • Exchanges complex information effectively to reach agreements in ambiguous or difficult situations. 

MINIMUM QUALIFICATIONS: 

  • BA/BS degree and 4+ years of investment experience or an equivalent combination of education and experience. Applies expertise and knowledge or in-depth experience of several areas within a function.
  • Previous work experience in infrastructure, utilities, or alternative energy sector required.
  • Advanced degree (MBA and/or CFA designation) preferred.
  • Proven ability to have delivered consistently strong performance and judgment
  • Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.
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