Address
Form of workESSENTIAL DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
CERTIFICATIONS, LICENSES, REGISTRATIONS
Required to obtain registrations within 6 months of employment
- Construct and analyze financial models on public companies.
- Maintain communication with sell-side analysts.
- Meet with company management teams, in order to gain insight into their business models and form opinions about growth prospects.
- Assist other analysts and portfolio managers as needed with fundamental research.
- Monitor economic conditions and data, and contribute to the portfolio management team's analysis of the economy.
- Meet with clients and consultants of SIMG, in order to be able to convey current portfolio positioning, performance, and market conditions.
- Performs other duties as assigned by management.
EDUCATION AND/OR EXPERIENCE
- Bachelor's Degree in Finance, Economics, Math, Statistics or other business related field
- 2+ years of related experience
- Equivalent combination of education and experience
CERTIFICATIONS, LICENSES, REGISTRATIONS
Required to obtain registrations within 6 months of employment
- SIE - Securities Industry Essentials
- Series 7 - General Securities Representative
- Chartered Financial Analyst (CFA) preferred
