Equity Analyst

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.

• At least three years of relevant 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

Competencies for Success: 

• 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

Equal Opportunity Employer
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