Quantitative Equity Research Associate

Hotchkis & Wiley

$110K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree with strong academic credentials; CFA designation is a plus.
  • 1-3 years of relevant experience in finance (pension fund consulting, investment banking, or accounting).
  • Strong analytical and quantitative skills, proficient in Excel, understanding of accounting and finance; Bloomberg experience desirable.
  • Strong written communication skills.
  • Passion for equity investing with creativity and integrity.
  • Client-first mentality with a positive and responsive attitude.
  • Team player willing to take initiative and accept increased responsibility.

Responsibilities

  • Develop and maintain proprietary analytical models and databases.
  • Collaborate with investment team on research projects and streamline investment processes.
  • Manage Bloomberg financial data infrastructure.
  • Prepare investment update memos and contribute to the fundamental research process.
  • Analyze economic and industry trends for investment insights.
  • Support colleagues with portfolio analytics and reporting.
  • Provide analytical support for client service needs.

Benefits

  • Hybrid work model offering flexibility between in-office and remote work.
  • Opportunity to extend the position beyond two years for further exposure to company analysis.
  • Participation in a program initially designed for pre-MBA candidates, enhancing professional development.
  • Exposure to both fundamental and quantitative research methodologies.|
Full Job Description
About the Position

Hotchkis & Wiley is seeking a highly motivated individual to become part of our Research Associate Program. The Research Associates support our Investment Team, which currently consists of 24 members. The Quantitative Equity Research Associate is a two-year opportunity, but the company may extend the position to four years to incorporate increased exposure to fundamental company analysis.

The Quantitative Equity Research Associate will work together with our equity analysts/portfolio managers in conducting in-depth fundamental and quantitative research for our clients, including financial modeling and the development and maintenance of our financial data infrastructure. The position is located in Los Angeles and offers a hybrid of in-office and work from home flexibility.

While this program was originally designed to give pre-MBA candidates the unique opportunity to experience the asset management business prior to Business School, we may consider MFin or Master's level candidates whom we believe would derive benefit from our program. Note that the applicant must be able to legally work in the U.S. without sponsorship.

Specific Responsibilities Include
  • Develop and maintain proprietary analytical models and databases
  • Collaborate with the investment team on research projects, including building tools to streamline the investment process
  • Develop and maintain our Bloomberg financial data infrastructure
  • Prepare investment update memos and participate in the fundamental research process
  • Understand and incorporate relevant economic and industry trends
  • Support colleagues on projects including portfolio analytics, portfolio reporting, and client service
  • Provide analysis for client service as needed


Skills & Experience Required
  • Bachelor's Degree (CFA a plus) with excellent academic credentials
  • 1-3 years of relevant experience in pension fund consulting, investment banking, accounting, or related financial services
  • Strong analytical and quantitative skills, including intermediate knowledge of Excel, accounting and finance. Experience with Bloomberg a plus. Knowledge of Python programming also a plus
  • Good communication skills, particularly written
  • A passion for equity investing combined with creativity, integrity, and intellectual honesty
  • Clients first mentality: a positive, energetic, and responsive attitude
  • Team oriented individual who is willing to take the initiative and accept increasing responsibility


The expected base salary range for this position is generally between $110,000 to $140,000 per year. This position is eligible for a discretionary bonus as part of a total compensation package which also includes our company sponsored benefit programs. Base salary is determined on an individualized basis and may vary based on factors including but not limited to education, training, experience, and market factors.

Link to apply: https://hwcm.bamboohr.com/careers/65

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