Role Summary

• Role provides fundamental equity research support for our technology team
• 3-5 year structured program offering extensive training and mentoring, designed to develop future fundamental investment analysts
• Daily opportunity to learn directly from our senior investment professionals, providing fundamental equity research support while learning the necessary skills to become a successful institutional investor
• Exceptional performers have potential to be promoted to Equity Research Analyst
• Competitive compensation with significant upside potential for high performers

Responsibilities

• Diverse responsibilities including company/industry related research projects, building/updating financial models, assisting in quarterly earnings analysis, attending conferences and meetings with management teams, preliminary work on new ideas.
• Expect to collaboration with the entire investment platform including analysts, portfolio managers, and directors of research.
• Work includes providing investment insight and impacting the investment process, not just number crunching

Qualifications

Required:

• Bachelor's Degree required AND
• 1-4 years relevant work experience (technology equity research preferred)
• Strong Excel and financial modelling skills including previous experience building three-statement models
• Creativity and ability to imagine

Preferred:

• Strong academic background and intellectual curiosity
• Highly motivated, confident self-starter with ability to work independently and with others
• Effective communication skills (verbal and written)
• Demonstrated ability to conduct in-depth thematic research across a broad spectrum of topics which can be additive to the investment process
• Completion of at least level 1 of the CFA preferred
• Demonstrated ability to derive meaningful insights from in-depth research and analysis

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 20-30 minutes

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$110,000.00-$160,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$110,000.00-$160,000.00 for the location of: Washington, D.C.
$110,000.00-$160,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.