Senior Research Analyst

Job Description

Summary/Function:
Provide research support to the Investment Team, assisting in the portfolio construction and administration of all investment strategies. Work directly with portfolio management of an equity investment strategy as well as assist in marketing and client service.

Experience and Skills

Qualifications/Requirements:
* Minimum of a bachelor’s degree, and MBA and/or CFA® designation.
* Five or more years of equity research experience, preferably in asset management, with broad industry and sector knowledge.
* Strong communication skills, both oral and written.
* Ability to identify and explain investment rationale.
* Strong analytical and organizational skills.
* Ability to multi-task and meet tight deadlines consistently.
* Ability and desire to assume a Portfolio Manager role.
* Proficiency with portfolio management research tools (Bloomberg preferred)

Locations:
* Seattle, WA or Carlsbad, CA

Duties:
* Screen the investible universe to discover companies whose securities may be candidates for inclusion in portfolios in accordance with investment strategy policies and tenets.
* Conduct initial and ongoing due diligence of companies owned in the strategies as well as companies that are candidates for ownership. Due diligence consists of, but is not limited to, analyzing a company’s SEC filings, understanding business drivers and risks, assessing valuation, and performing scenario analysis.
* Proactively communicate with multiple sources of information inside and outside of the firm to assist in the investment strategy research process. This process may at times require travel that would entail face-to-face meetings and/or telephone conversations with sell-side analysts, company management, customers, suppliers, and competitors.
* Collaborate with all members of the firm’s investment team by providing one’s own insights on the economy, financial markets, and investments currently held and/or under consideration.
* Assist in the management of investment strategies as needed. This includes understanding portfolio construction, risk management, and trading.
* Participate in all scheduled daily and weekly investment meetings.
* Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
o Curiosity (avoid becoming defensive and remaining open to learning)
o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
o Candor (engaging in courageous truth-telling to increase power and speed in decisions)
o Awareness (tapping every emotional and intuitional resource for decisions)
o Passion (discovering and allowing people to do what they do best)
o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
* Medical, Dental and Vision
* Company 401(k)and ESOP contribution
* Generous sick, vacation, and maternity/parental leave
* Paid holidays
* Professional Development Opportunities
* Tuition Reimbursement ($15,000 lifetime cap)
* Charitable gift-matching program
* Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

The potential pay range for this role is $150,000 - $200,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. Additional incentive compensation may be earned based on performance.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.