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Equity Analyst - Remote

Company: CFA Institute
Location: San Francisco
Posted on: November 14, 2024

Job Description:

Remote equity analyst needed. Part time (hourly) to start, building into full time in 90 days based on success.
Why is most investment research so bad? We produce superior investment research and outcomes through unique strength of process.
Minimum Qualifications:

  • Must have passed CFA level one.
  • 1-3+ years of sell side research experience preferred, but exceptional writing skills and a standout one-page writeup can compensate for lack of experience.
  • Must be American and based in the USA.

    Your initial work product will be 1-3 page "intro investment memo" quick snapshot summaries of potential investment opportunities based on fact pattern setups sent to you by our idea generation analysts. Investment memos will concisely diligence the key points raised by idea generation analysts. Role is analogous to a hitter standing in front of a pitching machine swinging at fat pitches over and over. Every memo will be professionally formatted by you and visually appealing. Expectation is for 1-2 memos per week with 8-16 hours per week to start. Writing and overall business understanding skills are paramount. Very minimal modeling necessary. Generalists preferred over narrow industry experts.
    Unique opportunity to work with a top fund manager and a high quality, hard-charging, entrepreneurial team.
    Position will start as hourly compensation, ideally evolving into full time work after first 90 days. Fluency with MS Excel, MS Word, and CapIQ is required.
    What's next?
    Email us a one-page investment writeup, or any 1-page display of your impressive investment writing ability and why this opportunity interests you. Also send your resume along with your suggested starting hourly rate. After this, we will schedule a phone call. All candidates who apply properly will receive responses.
    #J-18808-Ljbffr

Keywords: CFA Institute, Pittsburg , Equity Analyst - Remote, Accounting, Auditing , San Francisco, California

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