Equity & Credit Research·Confirmed live in the last 24 hours·
Full-timeDallas, TX, USANo salary listed
About the Job
Requirements
Exceptional analytical skills and the ability to dissect financial statements.
Competency assessing business models.
Ability to evaluate investment opportunities in a timely fashion and effectively communicate conclusions.
Quantitative, verbal, and written communication skills, including the ability to provide a concise investment thesis to audiences ranging from portfolio managers to clients.
Ability to collaborate and work independently.
Bachelor's degree.
General computer and software knowledge, including Bloomberg and Salesforce.
Responsibilities
Work with and support the investment committee in the discretionary management of proprietary equity separately managed account model portfolios, exchange-traded fund and mutual-fund-based asset allocation model portfolios, and alternative investments.
Conduct research on existing and potential investments, including fundamental analysis, financial modeling, valuation, and performance analysis to enhance the investment process.
Conduct fundamental research within the firm's proprietary investment process.
Dissect and project company financials and perform valuation analysis.
Synthesize data to generate investment ideas and recommend investment actions.
Communicate key findings and recommendations to investment committee members to help drive portfolio alpha.
Monitor financial-market developments and assess current and anticipated trends and their potential effects on client portfolios.
Support the investment committee in developing research tools and completing special projects.
Communicate market technical moves and provide insight on markets relating to firm holdings.
Serve as a central resource for investment management research, compile research as needed, and leverage industry relationships to obtain research reports.
Speak with analysts and arrange calls with portfolio managers to discuss new and existing portfolio ideas.
Work on firm-wide special projects related to operational efficiencies and process improvements.
Perform additional duties as required.
Desired Qualifications
MBA or CFA, or working toward either.
FINRA securities licenses.
Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…
Come take your career path to the next level!
The Equity Research Analyst is a key member of the capital management team and provides quantitative and fundamental research to support the Level Four Capital Management (LFCM) investment process. The LFCM research process focuses on using bottom-up fundamental analysis to identify securities through due diligence on industry and company specific trends, analysis of company reported financials as well as extensive modeling and valuation work. This professional works in the corporate home office and directly supports the management of proprietary investment strategies and custom client solutions.
This position works on-site Monday through Friday at our Dallas, TX office.
Essential responsibilities and tasks of the Equity Research Analyst are:
Work with, and support, the investment committee on the discretionary management of proprietary equity SMA model portfolios, ETF/Mutual Fund based asset allocation model portfolios, and alternative investments.
Primary responsibility will be to conduct research on existing and potential investments. This includes, but is not limited to, fundamental analysis, financial modeling, valuation, and performance analysis to enhance the investment process.
Conduct fundamental research within the confines of the Firm’s proprietary investment process.
Dissect and project company financials; perform valuation analysis.
Synthesize data to generate new investment ideas and/or recommend investment action.
Communicate key findings and recommendations to Investment Committee (IC) members to help drive portfolio alpha.
Monitor developments in the financial markets to maintain an understanding of current and anticipated trends and how they may affect client portfolios.
Support IC in the development of research tools and special projects.
Communicate market technical moves and provide insight on markets relating to firm holdings.
Serve as a central resource for investment management research while compiling research as needed and leverage industry relationships to obtain research reports.
Speak with analysts and setup calls along with portfolio managers to discuss new and existing ideas for portfolios.
Work on firm-wide special projects related to operational efficiencies and process improvements.
Additional duties as required
Successful Equity Research Analyst candidates will have:
Required:
Exceptional analytical skills and proven ability to dissect financial statements.
Competency assessing business models.
Ability to evaluate investment opportunities in a timely fashion and effectively communicate conclusions.
Excellent quantitative, verbal and written communication skills—must be able to provide a concise investment thesis for a range of audiences (from portfolio manager to client)
Ability to collaborate as well as work independently
Bachelor's degree required; MBA / CFA (or working towards) a plus
General computer and software knowledge:
Bloomberg
Salesforce
Preferred:
FINRA Securities Licenses: Not required but a plus