What are the responsibilities and job description for the Equity Research Associate position at Opportunities?
Victory Capital
San Francisco, CA
About Victory Capital:
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.
Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.
General Summary and Purpose:
RS Investments (an investment franchise of Victory Capital) Growth Team in San Francisco is hiring for an Equity Research Associate. The Research Associate program is a 2-year role with potential for a third year.
In this role, you will provide support to the fundamental investment process collaborating with senior analysts and portfolio managers who manage growth-oriented equity mutual funds. This position requires regular interaction with Portfolio Managers and other associates as a valued contributor within an environment where initiative, teamwork, technical capabilities, and effective communication skills will be essential to your success. You will be well-prepared to develop stock coverage after 2 years.
You will report to the Portfolio Manager.
You Will:
- Collaborate with our senior analysts to generate proprietary fundamental analysis of the sector, the industry, and the companies within scope of coverage.
- Engage with top management of companies, industry experts, sell-side analysts, and experienced colleagues.
- Participate in third party research calls and perform channel checks.
- Analyze financial statements and develop projections.
- Prepare comparable company analysis.
- Write stock recommendation summaries.
- Assist in stock coverage (earnings calls and updating models).
- Monitor daily research news flow and industries.
You Have:
- A bachelor’s degree.
- At least 2 years of full-time experience in either investment banking or equity research, post college.
- Experience with financial concepts, accounting, and strong financial modeling skills.
- Passion for investing and the stock market.
- Mastery of Excel (can perform complex functions) and proficiency with Factset and PowerPoint.
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Target Compensation:
The target base salary range for this position is $106,250 - $125,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
Salary : $106,250 - $125,000
