| Location | Denver, CO |
Summary of Job Responsibilities
This position is responsible for coordinating and providing fundamental stock research, economic research and strategy, and performance analysis and attribution related to the Global Equity investments portfolio. Makes buy, sell, and hold stock recommendations based on research and analysis conducted.
Essential Duties and Responsibilities
Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.
Independently conducts equity research, company modeling, and analytical functions to support the internal management of the public equity asset class which contains global stocks across the market capitalization spectrum
Engages in industry and sector analysis and makes purchase and sale stock recommendations
Sources and recommends potential investments while maintaining coverage of existing holdings within a given sector; may cover two or more global sectors
Collaborates with sector and portfolio management teams to drive performance
Reviews macroeconomics analyses and contributes to the formulation of timely and appropriate investment strategies for the equity funds in assigned portfolio area
Leads due diligence meetings with company management and sell-side professionals
Assists in selection, evaluation, and ongoing monitoring of external investment managers
Participates in training and educational opportunities for ongoing professional development
May provide direction and training to more junior staff
Maintains regular and prompt attendance in the workplace
Carries out other duties as assigned
Job Qualifications
Bachelor's degree in finance, business administration, or economics; 7 to 10+ years of investment industry experience; CFA and/or MBA in progress; or equivalent combination of education and experience
Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or FactSet is preferred
Quantitative aptitude, as evidenced by academic achievement and/or work experience
Demonstrated analytical, problem solving, and decision making skills
Effective oral and written communication, presentation, and negotiation skills
Thorough understanding of financial markets, concepts, principles and theories
Knowledge of macroeconomics and its influence on investments
Extensive knowledge of fundamental, technical and quantitative stock analysis and valuation techniques
Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements
Ability to work effectively both independently and with others in a team environment
Interpersonal skills including leadership, training, and conflict resolution
Ability to travel both domestically and internationally as necessary for business purposes
Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.
Occasional moving and positioning supplies in excess of 20 pounds
All employees are expected to present themselves in a professional manner in alignment with the financial services industry
Ability to sit for prolonged periods of time
Ability to operate standard PC equipment
Ability to manage frequent deadlines and tight schedules
Hybrid Work Option