What are the responsibilities and job description for the Equity Analyst position at Clark Capital Group?
Equity Analyst
Clark Capital is seeking a motivated individual with deep knowledge and proven expertise directly related to equity investing. This individual will have responsibilities for identifying the key long and intermediate-term investment trends in both the Consumer Durable and Consumer Non-Durables sectors critical for achieving competitive long-term investment returns. This individual will have responsibility for individual company research and for making investment recommendation decisions (buy/sell securities) within these specific sectors for the portfolios managed by the equity team.
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful and selfless in the execution of all tasks.
Duties and Responsibilities
- Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models.
- Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management.
- Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector.
- Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within their specific investing sector.
- Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction.
- Keep abreast of industry and academic research and identify new research ideas.
- Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm’s investment philosophy and process.
- Maintain database of investment models and recommendations and rationale for each.
- Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
- Work closely with portfolio managers in shaping and executing Clark’s Quantitative and Fundamental Equity Strategies.
- Provide input on and assistance with the preparation of communications materials and presentations for internal/external uses.
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Competencies for Success:
- Ability to work both independently and as part of a focused team
- Minimum of 4 years investment industry experience as a fundamental equity research analyst with specific sector expertise
- Strong financial statement analysis, valuation and modeling skills
- Bachelor’s degree
- CFA Charterholder
- Bloomberg and/or Factset proficiency
- Microsoft Office proficiency required. Python, SQL and or programming proficiency a plus
- Strong work ethic, high integrity and strong values
- Sound communication and interpersonal skills
- Exceptional quantitative, verbal and writing skills
- Ability to learn and adapt to new technologies
About Clark Capital
Clark Capital is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.
Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.
We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attracts high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.
Please visit our website at www.ccmg.com for more information.
