Investment Analyst

 

Investment analyst will assist in the identification and vetting of new investment opportunities. Daily activities will include but are not limited to:

 

  • conducting due diligence on companies and industries by researching, reading financial statements and market data, and visiting companies and speaking with member of senior management;

  • analyzing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements;

  • keeping up to date with market and economic developments and considering how they might affect the performance of companies/industries;

  • monitoring the financial news using various sources;

  • financial modeling and database management/creation;

  • drafting and writing research reports for internal and client use;

  • making investment recommendations and articulating the thesis and risk/reward dynamics.

Required education/experience:

 

  • Undergraduate degree;

  • 1-3 years experience.

 

Must possess the following qualities/skills:

 

  • passion for investing;

  • unquestionable integrity and ethics;

  • desire to succeed;

  • willing to question conventional wisdom;

  • exceptional work ethic;

  • strong Excel skills.

 

For consideration please send cover letter, resume, and best current investing idea to info@midwest-advisors.com.  No phone calls.