Future Portfolio Manager & Research Analyst

Level Four Group; Dallas (TX); Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

And More…

Descripción de la vacante

Level Four Capital Management seeks an Associate Portfolio Manager / Research Analyst to support the management of proprietary investment strategies through fundamental research, portfolio analysis, and client communication. You will work closely with the CIO and investment team across equity strategies, with a path toward a Portfolio Manager role.

The role emphasizes research quality, judgment, and clear communication, with increasing responsibility for coverage, buy/sell input, and client

Formación

• Bachelor's degree in finance, accounting, economics, or related field.
• 2–5 years of experience in equity research, portfolio management, or related investment role.
• CFA charterholder or active candidate (Passed Level I or higher preferred).
• Strong financial modeling and valuation skills.
• Advanced Excel proficiency.
• Excellent written and verbal communication skills.

Responsabilidades

• Conduct fundamental research on holdings and new candidates, including financial modeling and intrinsic value analysis.
• Write and present investment theses and recommendations to the investment team.
• Maintain ongoing coverage of sectors and holdings, monitoring earnings and thesis-relevant developments.
• Support portfolio construction, position sizing analysis, and rebalancing.
• Analyze market trends and prepare market commentary for clients.

Conocimientos

Financial modeling

Equity research

Advanced Excel

Investment analysis

Communication

Portfolio management

Educación

Bachelor's degree in finance, accounting, economics, or related field

Herramientas

Bloomberg Terminal

VBA

Python

Descripción del empleo

Level Four Capital Management seeks an Associate Portfolio Manager / Research Analyst to support the management of proprietary investment strategies through fundamental research, portfolio analysis, and client communication. You will work closely with the CIO and investment team across equity strategies, with a path toward a Portfolio Manager role.

The role emphasizes research quality, judgment, and clear communication, with increasing responsibility for coverage, buy/sell input, and client