Job Description

Salary:

Salary based on experience, with additional performance-based bonus.

Location:

The position is located in Louisville, KY; however, remote work may be considered for the right candidate.

Summary:

The Analyst will perform fundamental industry and company analysis, with a primary focus on the consumer, healthcare, or technology sector , in order to develop and maintain sound investment opinions within their area of responsibility. The Analyst will monitor securities held in the portfolio and make purchase and sale recommendations to the Portfolio Manager.

Waycross Partners, an investment management firm specializing in Long/Short Equity and Large Cap Core Equity strategies, was founded in 2005 and offers a small office environment where we strive to bring passion and opportunity together. We believe in rewarding value creation and hard work, and we are dedicated to supporting the growth of employees who demonstrate those attributes.

Responsibilities include:

• Conduct thorough research of equities in the assigned sector to understand key drivers of performance and risk.
• Maintain sound investment opinions on the relative valuations of securities within the assigned sector.
• Monitor the performance and risk of securities within the assigned sector.
• Assist in developing tools and processes to analyze individual securities or the overall portfolio.
• Support the Portfolio Manager with sector allocation decisions based on a relative value assessment of the assigned sector.
• Maintain positive relationships with company management, sell-side analysts, and other key contacts to evaluate current and future company performance. Attend conferences as warranted.
• Serve in a backup capacity for sectors followed by other Analysts.
• Perform other duties as assigned.

Competencies:

• Management Skills: Plans, organizes, and delegates effectively to manage workload and meet deadlines while maintaining departmental quality standards.
• Adaptability: Embraces change as a necessary and desirable opportunity. Flexible when working with differing viewpoints and individuals from diverse backgrounds.
• Communication: Clearly expresses thoughts and ideas, both orally and in writing.
• Dependability: Demonstrates reliability and instills confidence in their ability to carry out job duties.
• Teamwork/Interpersonal Skills: Builds and maintains effective working relationships with colleagues and clients.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required:

• Bachelor’s degree
• CFA candidate
• 2+ years of sector-specific equity research experience
• Strong understanding of Microsoft Office 365
• Intermediate proficiency with FactSet and/or Bloomberg
• Strong analytical, quantitative, and organizational skills
• Excellent written and verbal communication skills

Preferred:

• Advanced degree and/or CFA designation
• Experience conducting primary research on companies and industry sectors
• Previous experience providing research and analytics to Long/Short equity managers

If you value working in a performance-oriented, fast-paced, team environment, Waycross Partners would like to hear from you. Please email your resume to careers@waycrosspartners.com for consideration.

Job Tags

Similar Jobs