Financials Analyst

Verition; Dallas (TX); On-site; USD 150,000 - 200,000; Full time

Job summary

Verition Fund Management LLC is seeking an Investment Analyst to join the Financials Long/Short team in Dallas. The role requires 1-3 years of experience in Investment Banking, Private Equity, Equity Research, or Consulting, with a strong foundation in analytics and modeling.

You will build financial models, monitor sector trends, and assist in portfolio construction and risk management while engaging with management teams and sell-side analysts.

Qualifications

• 1-3 years of relevant experience in Investment Banking, Private Equity, Equity Research and or Consulting.
• Strong analytical and quantitative skills with a solid understanding of financial statements, modeling, and valuation techniques.
• Excellent written and verbal communication skills.
• High level of intellectual curiosity, strong work ethic, and a keen attention to detail.
• Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.

Responsibilities

• Conduct in-depth fundamental research and analysis.
• Develop and maintain detailed financial models and valuation analyses.
• Monitor industry trends, competitive dynamics, and macroeconomic factors impacting the sector.
• Support portfolio manager in portfolio construction and risk management.
• Participate in meetings with company management teams, industry experts, and sell-side analysts.
• Continuously update and improve investment theses based on new information and market developments.

Skills

Analytical skills

Financial modeling

Valuation techniques

Communication skills

Team collaboration

Job description

Position: Investment Analyst Financials Equity Long/Short

Team: Financials Equity Long/Short

Location: Dallas

Firm Overview

Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.

Role Overview

We are seeking a highly motivated and detail-oriented Investment Analyst to join a Financials Long/Short team. The candidate must have 1-3 years of experience in Investment Banking, Private Equity, Equity Research, and or Consulting with a strong academic background and a proven track record of excellence.

Responsibilities

• Conduct in-depth fundamental research and analysis.
• Develop and maintain detailed financial models and valuation analyses.
• Monitor industry trends, competitive dynamics, and macroeconomic factors impacting the sector.
• Support portfolio manager in portfolio construction and risk management.
• Participate in meetings with company management teams, industry experts, and sell-side analysts.
• Continuously update and improve investment theses based on new information and market developments.

Qualifications

• 1-3 years of relevant experience in Investment Banking, Private Equity, Equity Research and or Consulting.
• Strong analytical and quantitative skills with a solid understanding of financial statements, modeling, and valuation techniques.
• Excellent written and verbal communication skills.
• High level of intellectual curiosity, strong work ethic, and a keen attention to detail.
• Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.

The annual base salary range for this position is $150,000 to $200,000 (USD). In addition to base salary, this position is eligible for a discretionary performance bonus and a comprehensive benefits package. Actual compensation offered to the successful candidate will be determined based on a variety of factors such as geographic location, work experience, qualifications, and skill level.