Job Description: Barrow Hanley is recruiting for a mid-senior level U.S. Equity Analyst that will be part of a team focused on US Market's long-only institutional investment products. This role will be covering the technology sector. The analyst will be responsible for sourcing, researching, and recommending investment ideas. Eligible candidates should have a passion for investing with a provable record (at least three years) of generating alpha covering the technology sector.
Responsibilities
- Equity and market analysis
- Screen and source potential investment ideas
- Performing due diligence on potential investments – build financial models, interview management teams and industry participants
- Monitor portfolio holdings
- Clearly communicate recommendations written and orally
Qualifications
- 3+ overall work experience – equity research, investment banking and/or buyside - not including internships focusing on the technology sector
- 3+ years relevant work experience in domestic markets with proven and demonstrated record of generating alpha in the technology sector
- Demonstrated passion for investing
- MBA and/or CFA heavily preferred
- Excellent analytical skills
- Strong communication, presentation, and organization skills
- Must work well independently and as a team
*This job is not eligible for visa sponsorship*
Agency Notice: We are recruiting for this role internally and are not engaging external recruiting agencies at this time. We will not pay fees for submissions made without a written agreement approved in advance.
Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.
Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at [email protected].
Skills Required
- At least 3 years of overall work experience in equity research, investment banking, and/or buy-side investing, excluding internships, focused on the technology sector
- At least 3 years of relevant domestic-market experience with a proven record of generating alpha in the technology sector
- Demonstrated passion for investing
- Excellent analytical skills
- Strong communication, presentation, and organizational skills
- Ability to work independently and as part of a team
- MBA and/or CFA
What We Do
Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds
