Energy & MLP Analyst
Investments Reports to: Chief Investment Officer Exempt
The Opportunity
DAC is seeking a talented and experienced Energy & MLP Analyst to play a visible high-impact role within our investment team. This position offers the opportunity to serve as a firmwide expert in energy energy infrastructure and Master Limited Partnerships (MLPs) contributing meaningful research insight and thought leadership that directly supports investment decisions and client outcomes.
If you enjoy rigorous analysis thoughtful collaboration and translating complex investment and tax concepts into clear actionable insights this role offers both challenge and influence. While there are no direct portfolio management responsibilities your work will shape portfolio construction advisor education and DACs voice in the energy investment space.
Key Responsibilities
Energy Infrastructure & MLP Research (60%)
- Conduct in-depth fundamental research across DACs Energy and MLP investment universe using proprietary investment screens.
- Participate in earnings calls and meetings with company management.
- Build maintain and enhance financial models projections valuation analyses and price targets.
- Prepare company-level and industry research reports.
- Provide model-weighting recommendations grounded in disciplined analysis.
Thought Leadership & Content Development (15%)
- Produce industry-specific energy and MLP commentary for DACs Energy Monthly and other internal and external publications.
- Contribute to marketing and COI materials aligned with DACs investment philosophy.
K-1 & Publicly Traded Partnership Expertise (10%)
- Serve as DACs internal subject matter expert on Schedule K-1 issuers.
- Support advisors clients and tax professionals by clearly explaining partnership-related tax considerations.
- Act as the primary internal contact for complex partnership-related questions.
Additional Research & Special Projects (15%)
- Support additional research initiatives and special projects as directed by senior leadership.
Qualifications
Education & Credentials
- Bachelors degree from an accredited institution (required).
- Advanced degree in Finance Economics Business or related field (preferred).
- CFP CFA CIMA or similar designations preferred and may be required.
- Series 65 required.
- Demonstrated experience with K-1 issuers and partnership taxation (required).
Experience & Technical Skills
- Minimum 4 years of relevant industry experience analyzing Energy and MLP investments.
- Strong ability to evaluate cash flows and the sustainability of dividends or partnership distributions.
- Advanced proficiency in Microsoft Office.
- Experience with FactSet Bloomberg Orion/Eclipse or similar platforms is a plus.
What Makes You a Strong Fit
- Analytical disciplined and intellectually curious
- Clear and confident communicator (written and verbal)
- Highly organized self-directed and accountable
- Collaborative team player with strong professional judgment
- Committed to integrity excellence and continuous learning
DAC Core Values
- Know Your Stuff
- Be Devoted to Excellence
- Serve with Integrity and Humility
- Be Real and Transparent
If youre an experienced analyst who values precision depth and meaningful contribution this role offers the opportunity to do serious work in a supportive high-performing investment environment.