Investment Strategy Analyst — Long-Term Research & AI

Growth Equity Interview Guide; West Windsor (NJ); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Long-term growth

Independent research

Intellectual curiosity

Tech-enabled research

Job summary

Alleghany Holdings in Bergen County, NJ is seeking an Investment Analyst to join their team. This role is ideal for someone with 2-4 years of experience in fundamental research on public companies, with a focus on long-term investment decisions and data-driven analysis.

You will build financial models in Excel, apply Python and AI tools to research, and clearly articulate investment cases, including risks and opportunities, while monitoring existing investments and updating views as needed.

Qualifications

• 2-4 years of experience in fundamental research on public companies.
• Experience with long-term investing strategies is a plus.
• Strong understanding of financial statements and key performance metrics.
• Hands-on experience with Python or AI tools for data analysis.
• Excellent Excel and communication skills.
• Independent thinking and intellectual curiosity are essential.

Responsibilities

• Research high-quality public companies for long-term investment.
• Conduct in-depth analysis of business models and financials.
• Build and maintain financial models in Excel.
• Utilize Python and AI tools to enhance research efficiency.
• Articulate investment cases clearly, including risks and opportunities.
• Monitor existing investments and update views as needed.

Skills

Financial modeling

Analytical thinking

Communication

Independent thinking

Team collaboration

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Python

Excel

AI tools

Job description

Alleghany Holdings in Bergen County, NJ is seeking an Investment Analyst to join their team. This role is ideal for someone with 2-4 years of experience in fundamental research on public companies, with a focus on long-term investment decisions and data-driven analysis.

You will build financial models in Excel, apply Python and AI tools to research, and clearly articulate investment cases, including risks and opportunities, while monitoring existing investments and updating views as needed.