High Yield Junior Research AssociatePositionThe High Yield Junior Research Associate will have the opportunity to gain financial skills as well as learn the intricacies of fundamental research. Working directly with experienced Research Analysts, this individual will be responsible for creating and maintaining financial models, conducting due diligence on potential investment opportunities, and completing ad hoc tasks (e.g., creating client presentations) related to the investment and portfolio management process.
A successful Junior Research Associate will become increasingly responsible for the sourcing, analysis, diligence, and maintenance of investments in an increasingly independent manner.
Responsibilities- Partner with and support senior research professionals in all aspects of due diligence processes for current and prospective investments
- Conduct due diligence on company and industry trends through reviewing SEC filings, quarterly calls, industry conferences and other industry-specific resources
- Analyze, build, and update financial and valuation models
- Maintain deep knowledge of the industries and companies being followed and make or change recommendations as necessary
- Effectively generate and communicate investment ideas to senior investment personnel
- Write research reports, synthesize data, and share findings (relevant investment themes, events, and breaking news) to senior management
- Search for new investment ideas through internal screens, industry reports, industry conferences and other relevant sources
- Present during team meetings, solicit feedback, and seek continuous improvement of presentation skills
Qualifications- Bachelor's degree
- 0-2 years' research and valuation experience working in high yield investments
- Knowledge of accounting, valuation, and the fixed income market
- Exceptional oral and written communication skills including the ability to explain complex information succinctly and efficiently
- Ability to work well under pressure and handle tight deadlines
- Purpose-Driven: Starts with Why - in service of our communities, our clients, and each other
- Accountable: Operates with autonomy and drives towards results
- Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
- Grit: Persists in the face of adversity
- Lifelong Learner: Employs a growth mindset and strives to become more
Additional Information- Full-time Employee
- Location: Waltham, MA
- Less than 5% travel required
- Salary Range: $75,000 - $125,000
- Polen Capital is ROWE (Results-Only Work Environment,) offers competitive health benefits, paid parental leave, and annual individual learning budgets
Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.
Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: [redacted]
