Middleton & Company is an independent investment counseling firm dedicated to providing objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations.
The Equity Research Associate will report to the Chief Investment Officer and assist the CIO and other sector analysts in evaluating current and potential equity investments. This will include building and maintaining financial models as well as assisting in the production of internal research materials. We are looking for candidates with strong analytical capabilities who have the potential to take on additional responsibility over time and be an integral part of the investment process at Middleton.
Build and update financial models and valuation tables
Support sector analysts with the production of internal research materials
Assist the investment committee with portfolio monitoring and performance analyses
Assist the investment committee with ad hoc research projects as needed
Update macroeconomic data used in internal investment strategy discussions
Bachelor’s degree required, preferably in economics or finance; other quantitative majors are encouraged to apply if they have demonstrated interest in equity research
0-3 years of financial industry experience
Progress towards CFA will be viewed favorably
Strong analytical capabilities with excellent written and verbal communication skills
Self-aware; comfortable “being wrong”
Exceptional attention to detail and the time management skills and adaptability to handle multiple projects and meet deadlines
Proficient in Excel and PowerPoint
Experience using FactSet or Bloomberg preferable but not required