This position plays a direct role in driving investment decisions through rigorous research and analysis. This includes building financial models, evaluating current industry and market conditions, and delivering insights that determine portfolio strategy. Working closely with company leadership in a team environment, this individual will contribute to a research-driven investment process.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Construct and analyze financial models on public companies.
- Maintain communication with sell-side analysts.
- Meet with company management teams, in order to gain insight into their business models and form opinions about growth prospects.
- Assist other analysts and portfolio managers as needed with fundamental research.
- Monitor economic conditions and data, and contribute to the portfolio management team’s analysis of the economy.
- Meet with clients and consultants of SIMG, in order to be able to convey current portfolio positioning, performance, and market conditions.
- Performs other duties as assigned by management.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree in a related field.
- 2+ years of related experience and/or training.
- Equivalent combination of education and experience.
KNOWLEDGE, SKILLS, AND ABILITIES
- Excellent verbal, written and organizational skills and strong attention to detail.
- Self-motivated with the ability to work independently in a fast-paced environment.
- Ability to prioritize and handle multiple tasks simultaneously.
- Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
- Process management skills.
- Establish and maintain effective working relationships at all levels of the organization.
- Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
- Ability to maintain confidentiality.
- Demonstrated reliability in attendance and work performance.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
- Chartered Financial Analyst (CFA) preferred.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in a related field
- 2+ years of related experience and/or training
- Excellent verbal, written, and organizational skills
- Strong analytical, critical thinking, and problem-solving skills
- Proficiency in Microsoft Office Suite or similar software
- Chartered Financial Analyst (CFA) certification
Stephens Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stephens and has not been reviewed or approved by Stephens.
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Healthcare Strength — Health coverage includes medical, dental, vision, and prescription benefits plus telemedicine, with employer‑paid life, AD&D, and long‑term disability and optional short‑term disability. Wellness incentives and an Employee Assistance Program extend support beyond core medical coverage.
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Retirement Support — A 401(k) profit‑sharing plan provides employer‑supported retirement savings. The benefit is positioned as a core component of the total package.
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Leave & Time Off Breadth — Paid vacation, sick leave, and holidays are provided alongside paid parental leave. Paid maternity leave for disability related to pregnancy and childbirth further expands time‑off coverage.
Stephens Insights
What We Do
Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.
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