Equity Research Analyst

Level-Four-Group; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Level Four Capital Management in Dallas, TX seeks an Equity Research Analyst to support discretionary and model portfolios through bottom-up fundamental analysis, financial modeling, and valuation work.

You will work on-site with the investment team, prepare research reports, and communicate findings to the Investment Committee to help drive portfolio alpha.

Requirements include a Bachelor's degree; MBA or CFA is a plus; proficiency with Bloomberg and Salesforce is expected.

Qualifications

• Exceptional analytical skills and proven ability to dissect financial statements.
• Competency assessing business models.
• Ability to evaluate investment opportunities promptly and effectively communicate conclusions.
• Excellent written and verbal communication—concise investment theses for diverse audiences.
• Ability to collaborate as well as work independently.
• Bachelor's degree required; MBA / CFA (or working towards) a plus.
• General computer knowledge: Bloomberg, Salesforce.

Responsibilities

• Research existing and potential investments using fundamental analysis, financial modeling, valuation, and performance analysis.
• Dissect and project company financials; perform valuation analyses.
• Synthesize data to generate investment ideas and recommendations for portfolios.
• Communicate key findings to Investment Committee and help drive portfolio alpha.
• Support development of research tools and firm-wide projects.

Skills

Analytical skills

Financial modeling

Valuation analysis

Communication skills

Collaboration

Research ability

Education

Bachelor's degree

MBA or CFA (preferred)

Tools

Bloomberg

Salesforce

Job description

About this position

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

• Casual Work Environment
• Generous Paid Time Off
• Flexible Work Schedule
• Great Benefits
• And More…

Come take your career path to the next level!

The Equity Research Analyst is a key member of the capital management team and provides quantitative and fundamental research to support the Level Four Capital Management (LFCM) investment process. The LFCM research process focuses on using bottom-up fundamental analysis to identify securities through due diligence on industry and company specific trends, analysis of company reported financials as well as extensive modeling and valuation work. This professional works in the corporate home office and directly supports the management of proprietary investment strategies and custom client solutions.

This position works on-site Monday through Friday at our Dallas, TX office.

Essential responsibilities and tasks of the Equity Research Analyst are:

• Work with, and support, the investment committee on the discretionary management of proprietary equity SMA model portfolios, ETF/Mutual Fund based asset allocation model portfolios, and alternative investments.
• Primary responsibility will be to conduct research on existing and potential investments. This includes, but is not limited to, fundamental analysis, financial modeling, valuation, and performance analysis to enhance the investment process.
• Conduct fundamental research within the confines of the Firm’s proprietary investment process.
• Dissect and project company financials; perform valuation analysis.
• Synthesize data to generate new investment ideas and/or recommend investment action.
• Communicate key findings and recommendations to Investment Committee (IC) members to help drive portfolio alpha.
• Monitor developments in the financial markets to maintain an understanding of current and anticipated trends and how they may affect client portfolios.
• Support IC in the development of research tools and special projects.
• Communicate market technical moves and provide insight on markets relating to firm holdings.
• Serve as a central resource for investment management research while compiling research as needed and leverage industry relationships to obtain research reports.
• Speak with analysts and setup calls along with portfolio managers to discuss new and existing ideas for portfolios.
• Work on firm-wide special projects related to operational efficiencies and process improvements.
• Additional duties as required

Successful EquityResearch Analyst candidates will have:

Required:

• Exceptional analytical skills and proven ability to dissect financial statements.
• Competency assessing business models.
• Ability to evaluate investment opportunities in a timely fashion and effectively communicate conclusions.
• Excellent quantitative, verbal and written communication skills—must be able to provide a concise investment thesis for a range of audiences (from portfolio manager to client)
• Ability to collaborate as well as work independently
• Bachelor's degree required; MBA / CFA (or working towards) a plus
• General computer and software knowledge:
  • Bloomberg
  • Salesforce

Preferred:

• FINRA Securities Licenses: Not required but a plus