Equity Research Analyst - On-Site Dallas, Flexible Hours

Level Four Group; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

And More…

Job summary

Level Four Group is seeking an Equity Research Analyst to join its Dallas, TX office. The role focuses on quantitative and fundamental research to support proprietary investment strategies and client solutions.

You will analyze financial statements, build models, and communicate investment theses to the Investment Committee and portfolio managers. The position requires strong analytical skills, familiarity with Bloomberg and Salesforce, and a Bachelor's degree; MBA/CFA is a plus.

Qualifications

• Strong analytical and quantitative skills for evaluating investments.
• Ability to build and critique financial models and valuation.
• Effective communication of investment theses to varied audiences.

Responsibilities

• Support investment committee with discretionary equity SMA models and asset allocation portfolios.
• Conduct fundamental research on existing and potential investments using financial statements and valuation.
• Perform company financial analysis and projections to enhance investment process.
• Dissect and project financials to generate investment ideas and actions.
• Synthesize data and present key findings with clear investment theses.

Skills

Quantitative analysis

Financial modeling

Investment analysis

Analytical thinking

Communication skills

Independent work

Education

Bachelor's degree

MBA/CFA (or in progress)

Tools

Bloomberg

Salesforce

Job description

Level Four Group is seeking an Equity Research Analyst to join its Dallas, TX office. The role focuses on quantitative and fundamental research to support proprietary investment strategies and client solutions.

You will analyze financial statements, build models, and communicate investment theses to the Investment Committee and portfolio managers. The position requires strong analytical skills, familiarity with Bloomberg and Salesforce, and a Bachelor's degree; MBA/CFA is a plus.