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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;

  • traveling to visit companies and attend industry conferences;

  • ensuring that all compliance regulations are met;

  • various ad-hoc projects.

Required education/experience:


  • Undergraduate degree;

  • 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  No phone calls. 


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