Emerging Portfolio Manager & Research Analyst

Level-Four-Group; Dallas (TX); Vor Ort; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

And More…

Zusammenfassung

Level Four Capital Management is seeking an Associate Portfolio Manager / Research Analyst in Dallas to support fundamental research, portfolio analysis, and client communications. You will work closely with the CIO and investment team across equity strategies and grow into broader responsibilities over time.

The role emphasizes research quality, judgment, and clear communication with clients, advisors, and prospects. Travel may be required as the business expands.

Qualifikationen

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 2–5 years of experience in equity research, portfolio management, or related investment role.
• CFA charterholder or active candidate (Passed Level I or higher preferred).
• Strong financial modeling and valuation skills.
• Advanced Excel proficiency.
• Excellent written and verbal communication skills.

Aufgaben

• Research current holdings and new candidates with financial modeling and intrinsic value analysis.
• Write and present investment theses and recommendations.
• Monitor sector/holding coverage, earnings guidance, and thesis developments.
• Screen for new ideas and maintain the firm’s watchlist.
• Support portfolio construction, sizing, and rebalancing.
• Contribute to investment process improvements and tools.
• Prepare market commentary and client communications; travel as needed.
• Progress toward Portfolio Manager responsibilities.

Kenntnisse

Bachelor’s degree in finance, economy,

2–5 years experience in equity研究

CFA charterholder or active candidate

Financial modeling

Advanced Excel

Written and verbal communication

Ausbildung

Bachelor’s degree in finance, accounting, economics, or a related field

Tools

Bloomberg Terminal

GIPS knowledge

VBA/Python programming

Jobbeschreibung

Level Four Capital Management is seeking an Associate Portfolio Manager / Research Analyst in Dallas to support fundamental research, portfolio analysis, and client communications. You will work closely with the CIO and investment team across equity strategies and grow into broader responsibilities over time.

The role emphasizes research quality, judgment, and clear communication with clients, advisors, and prospects. Travel may be required as the business expands.