Equity Research Analyst — Flexible Hours & Generous PTO

Level-Four-Group; Dallas (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Financial modeling

Valuation analysis

Communication skills

Collaboration

Research ability

Educación

Bachelor's degree

MBA or CFA (preferred)

Herramientas

Bloomberg

Salesforce

Descripción del empleo

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.