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Equity Analyst

The Bahnsen Group

Equity Analyst

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Equity Research Analyst – Newport Beach, CA

    ABOUT

    The Bahnsen Group has built a strong reputation delivering investment strategies and wealth management experiences. We have a passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs.  The Bahnsen Group began managing client assets based on the foundational idea that investors should focus on owning essential service companies with strong free cash flows, and the willingness to share those cash flows with shareholders in the form of a dividend. These virtues combined create one of the most prudent approaches to long-term investing.

     

    OPPORTUNITY:

    We are seeking an equity analyst that will focus their research on idea generation driven by well conducted bottom-up fundamental analysis. The Analyst will be conducting bottom-up fundamental research with a focus on companies that are paying and growing their dividend over time.

    RESPONSIBILITIES:

    ·        Drafts digestible notes on sell-side analyst reports & earnings calls

    ·        Cash flow analysis along with ad hoc data analysis

    ·        Comprehensive analysis of business models and accounting statements

    ·        Assessing financial strength and earning power

    ·        Provide written research and valuation analysis

    ·        Ongoing monitoring of portfolio companies

     

    QUALIFICATION:

    ·        Strong verbal and written communication skills

    ·        Strong analytical and critical thinking

    ·        Passion for bottom-up research

    ·        Ability to work and make decisions independently

    ·        Factset/Bloomberg Terminal experience

    ·        Desire to think and act as a long-term investor

    ·        Ability to work collaboratively.

     

    DESIRED EXPERIENCE

    ·        Strong academic record. CFA is a plus.

    ·        Minimum 2-years experience covering stocks.