IFM Sr Analyst - Sr Associate Equity Research

The Internal Fundamental Management (IFM) Sr Analyst Sr Associate Equity Research is responsible for assisting with equity market investment research The incumbent will assist with financial modeling monitor industry and stock dynamics and assist with providing recommendations on the position of securities to portfolio managers and senior staff. This position will work proactively with the IFM team IMD management and IMD staff. This position reports to the Director of IFM Research.

This vacancy will be filled at one of three levels. Sr Analyst Associate or Sr applicant will be offered the position that most closely matches their education and experience.


WHAT YOU WILL DO:

Financial Modeling / Dynamics
Assists in evaluating investment strategy for assigned portfolio or sector in accordance with investment policy objectives and department guidelines.
Performs investment analysis of securities in assigned industries or sectors including basic investment computations (those involved in valuation calculation) using contact with company management industry sources outside investment firms printed or electronic media and other relevant reliable sources.
Assists with the performance of assigned individual equities industries or sectors in conjunction with senior staff.
Assists with analyzing and evaluating long and short term national and international macro/micro economic and business trends that directly affect assigned equity security groupings and develops recommendations for adjustments to holdings.
Ensures that TRS Ethics Policy is adhered to in relationships with brokers research suppliers and other vendors.


Investment Recommendations
Assists with communicating analysis of investment opportunities results and recommendations with the relevant portfolio managers and/or other senior staff via verbal and written reports and communications.
Assists with and prepares qualitative and quantitative reports memoranda and spreadsheets.
Assists with providing equity security investment recommendations relative to specific industries or sectors to assist in equity portfolio construction.
Assists with weekly forecast updates on pitch recommendations

WHAT YOU WILL BRING:

Required Education
Bachelors degree from an accredited college or university in business administration finance
accounting operations research math information technology liberal arts or a closely related field.
A Masters degree in a related area may substitute for one (1) year of the required experience.

Required Experience
One (1) year of fulltime directly related progressively responsible experience in investment management or related experience (Sr Analyst).
Three (3) years of fulltime directly related progressively responsible experience in investment management or related experience (Associate).
Five (5) years of fulltime directly related progressively responsible experience in investment management or related experience (Sr Associate).
Previous coverage of global equities including but not limited to the developed markets (US Canada Europe Australia and Japan).

Required Registration Certification Licensure
None

Preferred Qualifications
Master of Business Administration (MBA) or Masters degree related to finance.
Experience working on a portfolio with 6080 holdings or less.
Prior experience as a generalist analyst covering multiple unrelated sectors and/or industries.
Experience conducting primary research activities including industry/user conferences and interviews with appropriate company stakeholders.
Skill in using a wide variety of mainstream portfolio analytic software products such as Bloomberg and FactSet.
Certification as a Chartered Financial Analyst (CFA) or working towards CFA.

Knowledge of:
Investment concepts terminology styles models strategies and fundamental investment factors.
Statistical concepts methods and models and their application to investments.

Skills in:
Strong written and verbal communication skills with the ability to convey complex ideas in a simple clear manner.
Using a computer in a Windows environment with word processing spreadsheet presentation database and other business software to prepare correspondence spreadsheets charts and reports.
Conducting data searches and evaluations of large amounts of information performing complex statistical analysis of the data and preparing concise and accurate reports and written/oral recommendations.
Planning organizing and prioritizing work assignments to manage a highvolume workload in a fastpaced and changing environment.
Completing detailed work with a high degree of accuracy.
Verbal and/or written communication of complex information that is accurate timely and based on sound judgment.
Making presentations to groups with varied levels of investment knowledge.

Ability to:
Work on multiple portfolios across different philosophies geographies and market caps.
Navigate and work with large amounts of data. Establish and maintain harmonious working relationships with coworkers agency staff and external contacts.
Work effectively in a professional team environment.