What are the responsibilities and job description for the Investment Analyst position at Twin Lions Management LLC?
Firm Overview:
Founded in 2018, Twin Lions is a Connecticut-based investment partnership focused primarily on publicly traded equity securities. The firm takes a long-term, fundamental, value-oriented approach to investing in the public markets. It seeks to identify high-quality businesses run by talented and trustworthy managers, and to buy into such businesses when they are out of favor with the market and therefore undervalued. Opportunities meeting these criteria are rare, so the firm concentrates its capital in a relatively small number of high-conviction investments with low turnover from year to year.
Position Description:
Twin Lions is seeking to hire a highly motivated individual to work closely with its Founder on sourcing, researching, and monitoring investments for its portfolio. This role presents an exciting opportunity to join a growing firm as its first full-time Analyst, take on significant investment responsibilities, and contribute meaningfully to the firm’s evolving culture.
Job Responsibilities:
The Analyst will collaborate closely with the firm’s Founder on all aspects of the investment process. Specific responsibilities will include:
- Sourcing potential investment ideas
- Building, updating and maintaining financial models
- Conducting in-depth primary research with competitors, customers, suppliers, and former employees of target companies
- Composing and presenting investment memoranda
- Summarizing earnings releases and other news on portfolio companies
- Providing input into portfolio management decisions (e.g. buy/sell and position sizing recommendations)
- Supporting a lean and collegial senior team with episodic projects
Skills and Qualifications:
- Bachelor’s (or higher) degree from a top-tier college or university with evidence of academic excellence
- One to three years of experience in investment banking and/or private equity, although role is open to more recent graduates, who have demonstrated a passion for investing
- Excellent quantitative, logical reasoning, and organizational skills
- Ability to community clearly in written and oral formats
- Experience building and maintaining financial models
- Strong work ethic, positive attitude and desire to learn
- Entrepreneurial mindset and willingness to wear multiple hats
Other Notes:
- Role will be based in Stamford, CT. Analyst will work four days in the office and one day remotely.
- Compensation will be competitive with market standards and will include significant upside potential for strong performance. Base salary and bonus will depend on Analyst’s experience level.
- A high-performing Analyst will be given significant autonomy and ample opportunities for internal advancement, including possible promotion to Partner over the medium term.
- Candidates must be legally authorized to work in the United States for at least two years without requiring sponsorship.
- Interested candidates should submit a resume. Only those candidates most closely aligned with the firm’s requirements will be contacted. We thank all applicants for their interest and wish them success in their respective job searches.