Technology Equity Analyst

barrowhanleyglobal; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Barrow Hanley Global Investors seeks a mid-senior U.S. Equity Analyst focused on the technology sector.

You will source, research, and propose investment ideas for long-only institutional products, building rigorous analyses and presenting actionable recommendations to portfolio managers. The ideal candidate has at least three years of alpha-generating experience in technology, advanced financial modeling, and strong communication skills to convey insights to internal and client audiences.

Qualifications

• 3+ years of experience in equity research, investment banking, or buyside with focus on technology.
• Proven ability to generate alpha in the technology sector.
• Strong analytical and modeling skills; excellent communication and presentation abilities.

Responsibilities

• Equity and market analysis.
• Screen and source potential investment ideas.
• Perform due diligence including building financial models and interviewing management.
• Monitor portfolio holdings and communicate recommendations clearly.

Skills

Equity research

Investment analysis

Financial modeling

Communication

Education

MBA

CFA

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 Hanley is 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 sectorDemonstrated 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*

Agency Notice

We are recruiting for this role internally and are not engaging external recruiting agencies at this time. We will not pay fees for submissions made without a written agreement approved in advance.

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].