Small-Cap Equities Analyst

Location: Madison, WI

Industry: Finance & Investment

Company: Institutional Investor View company name

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Job Description

Company is seeking an Equities Analyst to join its highly regarded U.S. equities coverage team on its multibillion dollar actively managed equities portfolio. The new Analyst will play a critical role on the team in gathering and analyzing the market, company, industry and product information that shapes the team’s investment recommendations and decisions for over $1 billion in U.S. small-cap equity holdings.

Responsibilities will include:
• Recommending appropriate strategies for U.S. small-cap investments, including rating individual stocks on whether they will underperform or outperform their sector benchmark, and assigning relative weights to industry subsectors.
• Monitoring, analyzing, and evaluating industry developments, risks, and opportunities from conferences, web casts, analyst meetings, company meetings, quarterly conference calls, etc.
• Identifying and recommending new outperform and/or underperform ideas and communicating these ideas with the team.
• Continuously expanding knowledge within the U.S. small-cap institutions; focusing on key investment drivers/risks and valuation methods.
• Producing and maintaining company DCF models and quantitative models on an ongoing basis, as appropriate.

Ideal candidates will have:
• A Master’s in business or similar degree.
• CFA or progress toward the CFA certification strongly preferred.
• Experience in equity research and stock selection.
• Excellent analytical/quantitative skills, particularly DCF, accounting and Excel financial/quantitative modeling skills.
• Strong writing and communication skills, with the ability to clearly and quickly communicate ideas and recommendations verbally and in writing.
• Comfort taking initiative, being resourceful, performing within a team environment, and making investment recommendations.
• Maturity, judgment and poise.
• Superb work ethic, attention to detail, team orientation, and commitment to excellence.
• Ability to multitask and thrive in a fast-paced environment.
• Strong intellectual curiosity.