Technology Equity Analyst

TOIGO Foundation; Dallas (TX); On-site; USD 100,000 - 160,000; Full time

Job summary

Barrow Hanley Global Investors is recruiting a mid-senior level U.S. Equity Analyst to join a team focused on US market long-only institutional products, covering the technology sector.

You will source, research, and recommend investment ideas, with a track record of alpha in tech. Requirements include 3+ years in equity research or related fields, MBA or CFA preferred, and strong analytical and communication skills.

Qualifications

• 3+ years in equity research, investment banking, or buyside focusing on tech.
• 3+ years domestic markets with proven alpha in technology.
• MBA or CFA preferred; strong analytical skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.

Responsibilities

• Perform equity and market analysis.
• Screen and source potential technology investments.
• Build financial models and interview management teams.
• Monitor portfolio holdings and performance.
• Clearly communicate recommendations in written and oral form.

Skills

Equity research

Financial modeling

Communication

Team collaboration

Independent work

Education

MBA or CFA preferred

Tools

Excel

Job description

About Barrow Hanley Global Investors

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.

Job Description

Barrow Hanleyis recruiting for a mid-senior level U.S. Equity Analyst that will be part of a team focused on US Market's long-only institutional investment products. This role will be covering the technology sector. The analyst will be responsible for sourcing, researching, and recommending investment ideas. Eligible candidates should have a passion for investing with a provable record (at least three years) of generating alpha covering the technology sector.

Responsibilities

• Equity and market analysis
• Screen and source potential investment ideas
• Performing due diligence on potential investments – build financial models, interview management teams and industry participants
• Monitor portfolio holdings
• Clearly communicate recommendations written and orally

Qualifications

• 3+ overall work experience – equity research, investment banking and/or buyside - not including internships focusing on the technology sector
• 3+ years relevant work experience in domestic markets with proven and demonstrated record of generating alpha in the technology sector
• Demonstrated passion for investing
• MBA and/or CFA heavily preferred
• Excellent analytical skills
• Strong communication, presentation, and organization skills
• Must work well independently and as a team

*This job is not eligible for visa sponsorship*

Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.

Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at [e-mail].