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Research Analyst

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Hey there! Are you an analytical wizard who loves working with numbers and presenting them in creative ways? Do you have a passion for investing and exploring new and disruptive innovations? If so, we might have just the role for you!

We are a dynamic and innovative wealth advisory firm that wants to shake up the industry while restoring trust and integrity. That's why we're looking for a Research Analyst to join our team and help us provide top-notch investment management and financial planning services.
 

In this role, you'll be responsible for gathering and organizing data, analyzing historical results, making forecasts and projections, and generating reports and presentations. But that's not all! We want someone who is always curious and willing to ask questions, challenge the status quo, and stay on top of the latest trends and business models.
 

If you're a team player with a "we first, not me first" attitude, who thrives in a fast-paced and flexible environment, we want to hear from you! Although this is a challenging and dynamic role, we're committed to helping you learn and grow in the business. You'll have plenty of opportunities to collaborate with other team members, engage with company management, and develop your own client base down the road.
 

So, if you have 3-5 years of experience in fundamental equity research, a record of outstanding academic and professional success, and clear and concise communication skills, you might be right for this role.

ESSENTIAL JOB FUNCTIONS:

In this role, you will be responsible for gathering data, organizing information, analyzing historical results, making forecasts and projections, making recommendations, and generating Excel models, presentations, and reports.

EXPERIENCE:

  • A strong interest in investing, with a particular interest in exploring thematic investing and disruptive innovation

  • Strong intellectual curiosity and flexibility a must. Ability to research and understand mega trends, themes and identify successful industries and business models benefiting from such trends.

  • Demonstrate ability to conduct differentiated fundamental research based on industry structures, competitive advantages, company strategies and key success factors for a broad range of businesses across industries.

  • Ability and willingness to always ask questions and challenge what is considered “status quo” and comfortable balancing intellectual rigor with the ability to make recommendations with somewhat imperfect information in a dynamic environment.

  • Clear and concise written and verbal communication skills.

  • Comfortable and enjoy engagement company management and conduct meetings.

  • Strong quantitative skills and experience working on complex projects with Excel. Accounting and Finance knowledge must include the ability to create an integrated income statement, cash flow and balance sheet model, along with a corresponding upside downside valuation.

  • The ability to work as a member of a team in a dynamic, collaborative, informal and fast-changing environment. We encourage vigorous and open debate among members of our team in an atmosphere of mutual respect.

  • 3-5 years of experience in fundamental equity research is required; prior buyside experience preferred

  • A record of outstanding academic and professional success.

Please send resume to Careers@precisionplanningfg.com (Do not call the office to apply.)