Investment Analyst: AI-Driven Fundamental Research

Alleghany Holdings; New Jersey; On-site; USD 90,000 - 140,000; Full time

Job summary

Alleghany Holdings seeks an Investment Analyst with a passion for evaluating long-term compounders and high-quality public companies. The role emphasizes rigorous fundamental research, financial modeling, and leveraging Python or AI tools to boost data collection, automation, and investment workflows.

Ideal candidates have 2–4 years of experience analyzing equities, a strong grasp of financial statements and SEC filings, and excellent communication and independent-thinking abilities.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• Approximately 2-4 years of relevant experience conducting bottom-up fundamental research on public companies.
• Experience with a long-term, quality-growth, compounder, or fundamental value investing approach is preferred.
• Strong understanding of financial statements, SEC filings, and key performance metrics.
• Hands-on ability with Python or AI-assisted coding for data analysis, automation, or research workflows.
• Strong Excel, communication, and independent-thinking skills.

Responsibilities

• Identify and research high-quality public companies with the potential to compound value over long periods.
• Conduct fundamental research on business models, competitive advantages, management, capital allocation, financials, and valuation.
• Build and maintain Excel-based financial models.
• Use Python, LLMs, and AI tools to collect and analyze data, automate research, and improve the investment process.
• Clearly articulate investment cases, including thesis, key drivers, upside/downside, valuation, and risks.
• Monitor existing positions, updating views as new information emerges and risks/opportunities evolve.

Skills

Python

Excel

Communication

Independent thinking

AI tooling

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Python

Excel

Job description

Alleghany Holdings seeks an Investment Analyst with a passion for evaluating long-term compounders and high-quality public companies. The role emphasizes rigorous fundamental research, financial modeling, and leveraging Python or AI tools to boost data collection, automation, and investment workflows.

Ideal candidates have 2–4 years of experience analyzing equities, a strong grasp of financial statements and SEC filings, and excellent communication and independent-thinking abilities.