Senior Equity Analyst

Senior Equity Analyst

Join our firm! Our firm values your skills your growth is encouraged and your work truly makes a difference! If you thrive in a professional yet welcoming environment and want to be part of a boutique employee-owned wealth management firm with a 40-year track record of success this is your moment!

Why Youll Love This Role

You will help us grow! This 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. TheSenior Analyst will then use this research to make specific investment recommendations for the client and institutional portfolios managed by DAC.

What Youll Do

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.

Dividend Assets Capital offers a comprehensive benefits package to support your health wealth and overall well-being.