Sr. Equity Research Analyst

About Dividend Assets Capital LLC

Dividend Assets Capital LLC is an employee-owned boutique wealth and investment management firm based in the heart of South Carolinas Lowcountry. With over a 40-year history of successful dividend growth investing at our foundation and a diverse well-seasoned wealth and investment management team we deliver personalized investment strategies and comprehensive wealth management services to our growing client base. We pride ourselves on bringing clarity simplicity and devotion to our clients helping successful families advisors and institutions set and achieve their financial goals so they may preserve what is meaningful to them their families and their communities.

Position Summary

Dividend Assets Capital (DAC) is currently seeking a Senior Equity Analyst to join its growing investment team. This generalist equity research position will focus on identifying investments based on DACs proprietary investment screens and performing fundamental research across several industries. Our disciplined investment process begins with bottom-up fundamentals and requires due diligence of industry and company-specific trends company financial analysis modeling and valuation work. The Senior Analyst will then use this research to make specific investment recommendations for the client and institutional portfolios managed by DAC. The ideal candidate will be self-motivated with a high degree of personal and professional integrity. They also will value teamwork be service-focused and be able to work independently. This in-person opportunity (not remote or hybrid) is located in our Bluffton SC office.

Responsibilities

Learn and adopt DACs dividend growth investment philosophy while embracing DACs team-based culture which supports an environment of mutual respect and shared rewards.

Monitor DACs existing equity investments including posting quarterly earnings notes maintaining price targets and communicating current investment recommendations to Private Client and Institutional Asset Management teams.

Screen DACs investment universe to identify new opportunities within DACs defined investment universe.

Conduct a thorough fundamental analysis of a companys business and financial position including cash flow assessment and dividend sustainability balance sheet and income statement evaluation and be able to draw insightful conclusions from their analysis.

Responsible for all aspects of DACs fundamental research process including company research setting up remote and in-person meetings with company management writing company or industry research reports developing detailed valuation analyses and modeling financial projections.

Monitor market conditions and evaluate current economic and investment trends.

Communicate investment opportunities within DAC verbally and through written research reports.

Contribute to DACs client and institutional model portfolios as well as separate account non-model portfolios.

Perform other duties as assigned by the Chief Investment Officer

Be accountable and responsible for adhering to DACs Core Values: Know Your Stuff Devoted to Excellence Serve With Integrity and Humility Be Real and Transparent.

Qualifications

• Bachelors degree and completion or progress toward CFA Level III are required; an advanced degree in Finance or Accounting is a plus
• Minimum of 5 years of relevant experience (public or private equity investing)
• Strong understanding of finance and accounting
• Proficient with financial modeling and discounted cash flow analysis
• Proficient in Word Excel and PowerPoint
• Working knowledge of FactSet and/or Bloomberg
• Strong communication skills both written and verbal
• Flexible and team-oriented with the ability to pivot from one task to another with minimal supervision
• Self-motivated and entrepreneurial with a demonstrated passion for investing
• Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment.

If youre the right candidate and an offer is made please note that we conduct a job-relevant comprehensive background check and drug screen prior to your start date.

Required Experience:

Senior IC