Equities Investment Associate | Ashler Capital, Global Equities, Surveyor Capital at Citadel

Job Description

Investment Associates work closely with Investment Analysts and Portfolio Managers to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst Role.

Key Responsibilities:

Conduct differentiated, bottoms-up fundamental analysis of companies, business models, relevant industry metrics and industries, becoming a go-to expert on a sub-sector of companies
Perform detailed valuation, and construct in-depth company financial models in Excel
Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager
Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage
Attend industry conferences and management meetings (includes travel)
Identify and analyze relevant industry metrics
Evaluate new coverage opportunities

Skillset Requirements:

Prior investment banking, private equity, long-only and/or sell-side research experience
Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering and/or computer science
Passion for fundamental analysis and public markets investing
Advanced understanding of accounting/financial statements
Valuation experience and excellent Excel modeling skills
Excellent analytical and quantitative skills, with strong attention to detail
Strong written and oral communication skills

Opportunities available in New York, Chicago, San Francisco, Greenwich, Boston, Dallas, Miami

In accordance with New York City’s Pay Transparency Law, the base salary range for this role is $125,000 to $150,000. Base salary does not include other forms of compensation or benefits.