KM6
Role Summary
Perform fundamental analysis for our European Small cap fund across multiple sectors, to identify key trends and the best-positioned companies.
Conduct interviews with company personnel at all levels, competitors, suppliers, industry experts, and analysts; and communicate recommendations within the firm.
Responsibilities
Conducts primary research on companies and industry by researching, reading financial statements and market data, interviewing management team meetings, and visiting companies to gain a deep understanding companies within the sector. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.
Qualifications
Academic excellence.
Demonstrated passion for investing with strong and proven performance over time.
A minimum of 5+ years of experience in a similar role.
The maturity and judgment necessary to inspire confidence in high-pressure situations.
A growth mindset with commitment to ongoing learning of AI-augmented platforms.
Competitive nature.
Strong quantitative skills.
Exceptional communication and writing skills.
Preferred:
MBA and/or CFA.
Ability to evaluate and cover both public and private companies.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.