Equity Analyst - Remote
Company: CFA Institute
Location: San Francisco
Posted on: November 14, 2024
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Job Description:
Remote equity analyst needed. Part time (hourly) to start,
building into full time in 90 days based on success.
Why is most investment research so bad? We produce superior
investment research and outcomes through unique strength of
process.
Minimum Qualifications:
Your initial work product will be 1-3 page "intro investment memo"
quick snapshot summaries of potential investment opportunities
based on fact pattern setups sent to you by our idea generation
analysts. Investment memos will concisely diligence the key points
raised by idea generation analysts. Role is analogous to a hitter
standing in front of a pitching machine swinging at fat pitches
over and over. Every memo will be professionally formatted by you
and visually appealing. Expectation is for 1-2 memos per week with
8-16 hours per week to start. Writing and overall business
understanding skills are paramount. Very minimal modeling
necessary. Generalists preferred over narrow industry experts.
Unique opportunity to work with a top fund manager and a high
quality, hard-charging, entrepreneurial team.
Position will start as hourly compensation, ideally evolving into
full time work after first 90 days. Fluency with MS Excel, MS Word,
and CapIQ is required.
What's next?
Email us a one-page investment writeup, or any 1-page display of
your impressive investment writing ability and why this opportunity
interests you. Also send your resume along with your suggested
starting hourly rate. After this, we will schedule a phone call.
All candidates who apply properly will receive responses.
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Keywords: CFA Institute, Pleasanton , Equity Analyst - Remote, Accounting, Auditing , San Francisco, California
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