Research AnalystCincinnati, OhioAbout Sycamore Capital:Sycamore Capital, a Victory Capital investment franchise, based in Cincinnati, Ohio, is a seasoned team with a long history of mid- and small-cap value investing. The investment team, led by Chief Investment Officer Gary Miller, operates in a collaborative, client-centric culture, focused on delivering above average risk-adjusted returns. The team employs a bottom-up, fundamental approach to investing that aims to identify better businesses that trade at a discount to their intrinsic value and have fundamental drivers that could narrow the valuation gap over time. Companies that exhibit all three of these attributes generally have the most compelling risk/reward profile.
General Summary and Purpose:As a Research Analyst at Sycamore Capital, your primary responsibilities will be to provide analytical and research support to the portfolio managers for the Sycamore Small Cap Value Equity and Mid Cap Value Equity strategies
You will report to the Portfolio Manager.
You Will:- Perform initial reviews on potential investment opportunities, outlining risks and opportunities.
- Perform ongoing due diligence by meeting with company management teams, both current and prospective holdings
- Engage with sell-side analysts.
- Conduct in-depth, fundamental analysis using financial, industry and other supplemental data.
- Aid in the development and communication (verbally and written) of a succinct investment thesis.
- Analyze industries and companies to contribute to new investments.
- Assess market sentiment and expectations that are discounted in a stock price/valuation.
- Participate in the ongoing maintenance of important financial screens, models, databases and spreadsheets (can maintain complex spreadsheets).
- Develop relationships with industry contacts, sources and peers.
You Have:- Bachelor's degree in Finance, Accounting, Economics, or Sciences
- 10+ years relevant experience
- CFA Charterholder
- Superior Analytical Skills
- Proficiency in building financial models
- Working knowledge of FactSet and/or Bloomberg
Our Benefits:Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:The target base salary range for this position is $125,000 - $ 200,000. Total compensation is commensurate with experience and is enhanced through a Quarterly Incentive Compensation (bonus) program. High performers have the opportunity to earn above the posted base salary range based on their individual performance
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
