Financials Analyst New Dallas, Texas, United States

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

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Verition Fund Management LLC in Dallas is seeking an Investment Analyst to join the Financials Long/Short team. The role focuses on fundamental research, modeling, and collaboration with portfolio managers.

Candidates typically have 1–3 years in IB, PE, equity research or consulting, strong quantitative skills, and excellent communication. A discretionary bonus and comprehensive benefits accompany the base salary of $150k–$200k.

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

Investment analysis

Financial modeling

Valuation techniques

Communication skills

Team player

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.