What are the responsibilities and job description for the SENIOR EQUITY ANALYST position at Obermeyer Wealth Partners?

Obermeyer Wealth Partners is seeking a talented individual to join our investment team. This roles primary objective is to conduct in-depth research and rigorous fundamental analysis to support and strengthen investment theses, guided by the firms investment process and philosophy. The ideal candidate will bring a genuine passion for public equity investing, a keen intellectual curiosity about businesses, and the ability to collaborate effectively and adapt flexibly within a small, dynamic team.

Obermeyer Wealth Partners is a registered investment advisor (RIA) managing $2.6 billion in assets. We construct customized, separate-account portfolios for a diverse client base of individuals, families, and select family offices. Our public equity holdings are concentrated in large-cap companies, spanning several distinct and carefully curated strategies.

At Obermeyer, our mission is to thoughtfully steward client assets while serving as trusted partners in navigating lifes complex financial decisions. As one of Colorados largest independent advisory firms, our team has been recognized by Barrons and Forbes for serving clients across the United States. We currently operate from our offices in Aspen and Denver and are excited to expand our presence with the upcoming launch of our Vail / Avon office.

How To Apply

Submit all three (3) documents in PDF format via email to opportunities@obermeyerwealth.com.

I. Resume

II. Cover Letter : Include your personal investment philosophy

III. Written Responses to the following questions (no more than one page written)

What are your three favorite books and why? (not limited to investment books)
What is something important that you have changed your mind about?
What is one thing you believe strongly in but that most people disagree with?

Our Investment Philosophy

Obermeyer Wealth Partners employs a long-term, value-oriented approach to investing. We favor businesses with strong financial characteristics led by high-quality managers. Our focus spans a variety of industries, prioritizing companies with wide and growing moats and defensible market positions. We exercise a disciplined strategy rooted in fundamental analysis, seeking to acquire businesses at a discount to their intrinsic value that can compound earnings over time.

Responsibilities

Serve as a generalist analyst conducting rigorous business due diligence, including reviewing and summarizing findings from company filings, research reports, transcripts, and news.

Conduct primary research, including speaking with industry experts and analysts, attending conferences and tradeshows, and meeting with management teams.

Stay informed about industry developments, economic shifts, and global markets.

Communicate using effective, clear, and professional written and verbal language; present investment recommendations to the Investment Committee through well-constructed thesis presentations and memos.

Create and maintain valuation models, monitor ongoing developments in equity holdings and watchlist investments.

Collaborate with colleagues on large projects, including identifying opportunities to enhance the investment processes, create efficiencies, and deliver greater value.

Leverage technology platforms for internal efficiency and meet deadlines.

Required Qualifications

Bachelors degree in finance, accounting, business, or a related field.

5-10 years of public equity investing experience.

Self-motivated individual with excellent communication and interpersonal skills, and the ability to build rapport and trust with team members and external partners.

Strong project management and organizational abilities, proficiency at prioritization, the ability to simultaneously manage multiple projects, and the ability to operate under tight deadlines.

Team-oriented mindset, intellectual curiosity, and eagerness to engage in thoughtful debates regarding the merits of specific investments.

Solid understanding of finance and accounting topics; experience in interpreting market trends, economic indicators, and making data-driven decisions.

Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Preferred Qualifications

Relevant certifications including FINRA licenses, CFA, or an advanced degree (MBA).

Familiarity with financial data tools such as Bloomberg or FactSet.

Compensation and Benefits

Salary Bonus Retirement Contribution : $175K-$225K depending on experience.

100% employee premium healthcare coverage.

Continued learning reimbursement.

The position is in-person Monday through Friday at our Denver or Vail / Avon office.

Please reach out to opportunities@obermeyerwealth.com with any questions.

Note : In compliance with industry standards, candidates will be subject to a background, criminal, and credit check before hiring.

Salary : $175,000 - $225,000

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