Global Investment Analyst & Assistant Portfolio Manager

Boutique Recruiting; Scottsdale (AZ); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid time off

Parental leave

Educational support

Hybrid flexibility

Mentorship

Career development

Job summary

Boutique Recruiting is seeking a Global Investment Analyst & Assistant Portfolio Manager in Scottsdale to perform global equity research and support portfolio construction for high-net-worth and institutional clients.

You will build financial models, conduct company analyses, and contribute to investment theses while interacting with senior leadership and Investment Committee discussions. Hybrid work flexibility offered with opportunities for growth in investment management.

Qualifications

• Approximately 3–4 years of relevant professional experience in fundamental public-equity research, individual-stock investing, portfolio management, or related role.
• Strong financial modeling, valuation, quantitative and qualitative investment analysis skills.
• Demonstrated ability to evaluate individual companies and translate financial analysis into a clear investment thesis.
• Experience with portfolio monitoring, rebalancing, trading, or other investment management responsibilities.
• Advanced proficiency with Excel and working proficiency with FactSet and PowerPoint.
• Strong written and verbal communication skills to discuss investment ideas with colleagues, clients, and prospects.
• Bachelor’s degree or higher and ability to work primarily in the Scottsdale office, with occasional travel.

Responsibilities

• Conduct deep fundamental research on public companies across U.S., international developed and emerging markets.
• Build scenario-based five-year financial models incorporating income statements, balance sheets, cash flow statements and DCF analysis.
• Perform valuation analysis using methods such as DCF, NPV, DDM, SOTP and private market value.
• Develop clear investment theses evaluating profitability, ROIC, competitive positioning, management quality, balance-sheet strength, risks and opportunities.
• Support portfolio management activities for high-net-worth and institutional accounts, including monitoring, rebalancing and trading across equities, fixed income and alternatives.
• Participate in Investment Committee discussions and provide independent, well-supported perspectives on securities and risk.
• Assist with investment reporting, fact sheets, board presentations, marketing materials and client/prospect meetings.

Skills

Fundamental research

Financial modeling

Valuation

Portfolio management

Stock picking

Communication

Education

Bachelor’s degree or higher

Tools

Excel

FactSet

PowerPoint

Job description

Position Title: Global Investment Analyst & Assistant Portfolio Manager

Build your investment career doing real stock-picking work, not sitting on the sidelines. We are seeking a Global Investment Analyst & Assistant Portfolio Manager to join a growing investment management firm and work directly with a Senior Portfolio Manager on global equity research, portfolio construction and private-client investment management.

This role will focus primarily on fundamental research supporting an actively managed global equity strategy, including financial modeling, valuation, company analysis and the development of complete investment theses. The position will also provide exposure to high-net-worth and institutional portfolio management, trading, Investment Committee discussions and occasional client and prospect presentations.

The ideal candidate is intellectually curious, analytical and genuinely passionate about investing and individual stock selection. They will bring a strong foundation in fundamental equity research and financial modeling while remaining eager to learn, challenge assumptions and develop into a well-rounded investor.

Salary Range: $75,000 - $120,000 / Year DOE

Responsibilities

• Conduct deep fundamental research on public companies across U.S., international developed and emerging markets
• Build scenario-based five-year financial models incorporating income statements, balance sheets, cash flow statements and discounted cash flow analysis
• Perform valuation analysis using methodologies such as DCF, NPV, DDM, SOTP and private market value
• Develop clear investment theses evaluating profitability, normalized ROIC, competitive positioning, management quality, balance-sheet strength, risks and long-term opportunities
• Support portfolio management activities for high-net-worth and institutional accounts, including account monitoring, rebalancing and trading across equities, fixed income and alternative investments
• Participate in Investment Committee discussions and contribute independent, well-supported perspectives on securities, portfolio construction, performance and risk
• Assist with investment reporting, fact sheets, board presentations, marketing materials and occasional client and prospect meetings

Requirements

• Approximately 3–4 years of relevant professional experience in fundamental public-equity research, individual-stock investing, portfolio management, or a closely related investment role
• Strong financial modeling, valuation, quantitative and qualitative investment analysis skills
• Demonstrated ability to evaluate individual companies and translate financial analysis into a clear, defensible investment thesis
• Experience with portfolio monitoring, rebalancing, trading, or other investment management responsibilities
• Advanced proficiency with Excel and working proficiency with FactSet and PowerPoint
• Strong written and verbal communication skills with the confidence to discuss investment ideas with colleagues, clients, and prospects
• Bachelor’s degree or higher and the ability to work primarily in the Scottsdale office, with occasional travel

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan
• Paid time off and company holidays
• Paid parental leave
• Financial support for professional accreditation and continuing education
• Hybrid flexibility with occasional work-from-home opportunities
• Direct mentorship and long-term professional development
• Opportunity to grow from investment research and assistant portfolio management into broader portfolio management responsibilities

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