What are the responsibilities and job description for the Equity Research Associate position at The Ithaka Group, LLC?
About Us
The Ithaka Group is an independent investment boutique specializing in managing high-quality, concentrated growth equity portfolios. Our team of dedicated investment professionals conducts in-depth research and analysis to identify compelling investment opportunities across the four classic growth sectors. We pride ourselves on fostering a collaborative and intellectually curious environment.
Position Overview
We are seeking a highly motivated and detail-oriented Equity Research Associate to join our team. This role offers a unique opportunity to work closely with senior investment professionals in analyzing equities and contributing to the firm's investment decision-making process. The position is a full-time role with a commitment of 2-4 years , providing a foundation for future career advancement in investment management or related fields.
Key Responsibilities
- Build and maintain detailed financial models to forecast company and investment performance and valuation.
- Prepare investment memos, presentations, and reports to support investment team recommendations for current portfolio holdings.
- Monitor industry trends, macroeconomic developments, and competitive dynamics impacting investment theses.
- Conduct deep fundamental research and analysis on publicly traded large-cap companies across the Technology, Health Care, Financial, and Consumer Discretionary sectors.
- After an initial training period of 9-18 months, collaborate with portfolio managers and other team members to identify and evaluate investment opportunities outside of the portfolio.
Qualifications
Compensation
This position offers a competitive base salary and a performance-based bonus. Total compensation will be commensurate with experience and qualifications.
Firm Location
The Ithaka Group is headquartered in the Washington DC metropolitan area. The role requires on-site employment, and defers to the U.S. stock market holiday schedule for closures.