Equity Analyst
Location: Philadelphia – 1650 Market Street Floor 53 Time type: Full timeJob Description Summary
Analyze and interpret economic data, do research and give advice on economic issues which impact on the business. Conduct research studies of existing and potential investments in selected areas and develop recommendations. Depending on the research approach, analysis may focus on an individual security, sector, or country. Identify and investigate pertinent factors influencing investment decisions. Quantify and interpret potential risks and rewards. Recommend acquiring, holding, or disposing of investments. Monitor designated investments to identify trends and conditions. Assist in the development of policy guidelines. Monitor the market for anomaly switches to take advantage of these.Job Description
Clark Capital is seeking a motivated individual with deep knowledge and proven expertise directly related to equity investing. The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
Essential Functions- Minimum of three years of experience, CFA preferred
- Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
- Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
- Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
- Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
- Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
- Keep abreast of industry and academic research and identify new research ideas
- Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm’s investment philosophy and process
- Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
- Work closely with portfolio managers in shaping and executing Clark’s Quantitative and Fundamental Equity Strategies
- Ability to work independently and as part of a team
- Strong financial statement analysis, valuation, and modeling skills
- Bachelor’s degree in finance, business, economics, math, or business administration
- Bloomberg and or Factset proficiency
- Microsoft office proficiency
- Python, SQL and or programming proficiency a plus
- Strong work ethic, high integrity and aligned with the company’s core values
- Strong communication and interpersonal skills
- Exceptional quantitative, verbal, and written communication skills
- Ability to adapt to and learn new technologies
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance
Work Experience
General Experience – 3 to 6 years
Certifications
Travel
Work Style
Hybrid