Equity Analyst II or III

Summary of Job Responsibilities

This position is responsible for coordinating and providing fundamental stock research, economic research and strategy, and performance analysis and attribution related to the Global Equity investments portfolio. Makes buy, sell, and hold stock recommendations based on research and analysis conducted.

Essential Duties and Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

• Independently conducts equity research, company modeling, and analytical functions to support the internal management of the public equity asset class which contains global stocks across the market capitalization spectrum
• Engages in industry and sector analysis and makes purchase and sale stock recommendations
• Sources and recommends potential investments while maintaining coverage of existing holdings within a given sector; may cover two or more global sectors
• Collaborates with sector and portfolio management teams to drive performance
• Reviews macroeconomics analyses and contributes to the formulation of timely and appropriate investment strategies for the equity funds in assigned portfolio area
• Leads due diligence meetings with company management and sell-side professionals
• Assists in selection, evaluation, and ongoing monitoring of external investment managers
• Participates in training and educational opportunities for ongoing professional development
• May provide direction and training to more junior staff
• Maintains regular and prompt attendance in the workplace
• Carries out other duties as assigned

Job Qualifications

• Bachelor’s degree in finance, business administration, or economics; 7 to 10+ years of investment industry experience; CFA and/or MBA in progress; or equivalent combination of education and experience
• Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or FactSet is preferred
• Quantitative aptitude, as evidenced by academic achievement and/or work experience
• Demonstrated analytical, problem-solving, and decision-making skills
• Effective oral and written communication, presentation, and negotiation skills
• Thorough understanding of financial markets, concepts, principles and theories
• Knowledge of macroeconomics and its influence on investments
• Extensive knowledge of fundamental, technical and quantitative stock analysis and valuation techniques
• Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements
• Ability to work effectively both independently and with others in a team environment
• Interpersonal skills including leadership, training, and conflict resolution
• Ability to travel both domestically and internationally as necessary for business purposes

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.
• Occasional moving and positioning supplies in excess of 20 pounds
• All employees are expected to present themselves in a professional manner in alignment with the financial services industry
• Ability to sit for prolonged periods of time
• Ability to operate standard PC equipment
• Ability to manage frequent deadlines and tight schedules

Hybrid Work Option

• Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.