Research Analyst (Value)

Who We Are 

The Firm is a global investment management firm with over $180bn in AUM spanning across a range of various equity and fixed-income investment strategies. It was founded in 1969 on the principle that doing what’s best for clients will always be right for the business. Grounded in our firm values of integrity, collaboration, and client focus, the mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make the Firm a fulfilling and rewarding place to work for all employees. 

Our Function 

The Firm's Value Group is a team of highly collaborative investment professionals who possess high levels of personal initiative. Frequent communication and interaction among analysts and portfolio managers across different strategies is strongly encouraged and welcomed.

This Analyst position will be responsible for covering the Asia & Australia/NZ industrials sector with an emphasis on 1) transportation infrastructure and 2) clean/green energy & decarbonization equipment manufacturers and/or service providers. The Analyst’s coverage will be most closely aligned with our Global Infrastructure and Carbon Solutions strategies.

Your Impact 

Your responsibilities will include, but are not limited to the following: 

• Coverage of Asia & Australia/NZ industrials with an emphasis on:
  • transportation infrastructure (toll roads, airports, seaports, railroads, etc.)
  • clean/green energy & decarbonization equipment manufacturers and/or service providers
• Analyze data to determine its impact to future earnings of a given company
• Research and recommend new stock ideas for inclusion in portfolios
• Understand, analyze, and communicate industry trends to keep overall team informed
• Advanced Financial Modeling – build and update financial models 
• Interview Management teams both in the office and at industry conferences 
• Maintain strong relationships with industry experts and sell-side analysts

Your Required Skills 

Your required skills must include:

• Proven experience covering the industrials sector and/or Asia & Australia/NZ companies (any sector)
• A minimum of 5 years of relevant experience as an Analyst/Associate 
• Demonstrate a high level of initiative; ability to work independently and take charge in the absence of detailed instructions
• Extremely strong attention to detail, intellectual curiosity and interpersonal skills
• Ability to distill investment thesis and associated risks down to most impactful factors
• Expertise working with Bloomberg and Excel
• Domestic and international travel as needed
• Deep rooted passion for stocks
• Reading and speaking Mandarin is a plus

What We Offer

The Firm offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week.

The base salary range for this role is $200,000 - $250,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to, individual and organizational performance.