Senior Analyst

Description:

Reporting to the Senior Director, the Senior Analyst/Associate, Fundamental Research Platform, will play an active role in conducting in-depth sector analysis and recommending publicly listed equities to include in the Active Equities Internally Managed Portfolios. This role will be a support role to the more senior FRP sector-based investors.

Please note that we have multiple openings across the following coverage areas: Consumer, Healthcare, Industrials and Materials, and Technology, Media and Telecommunications.

About Your Role

As a Senior Analyst/Associate, Fundamental Research Platform, you’ll work on:

Sector analysis & directed stock due diligence
 

• Assist the team with the following responsibilities:
  • Diligence thematic research and assist senior team members in regular sector reviews
  • Conduct targeted due diligence on identified investment opportunities
  • Establish a network of external resources (sell-side, consultants, experts)
  • Develop relationships with company managements
  • As directed by Senior Director, review analysis on selected stocks
  • Build and maintain financial models and forecasts of the Sector Investible list
  • Attend conferences and meet with companies to develop investment theses
  • Report back on diligence items as needed; pitch bear bull theses to sector team
  • Automate team processes and act as liaison with POI team
• As required, provide analytical capabilities to Alpha Alts and Private Asset classes
• Monitor the development of investee companies against their investment thesis
• Make recommendations on stock actions as risk reward profile changes