Investment Analyst, Associate, or Senior Associate

Investment Analyst, Associate, or Senior Associate

At the Larry H. Miller Company, our vision to be the best and our mission to enrich lives propels our strategic growth in operations, investments, and philanthropic efforts. Our combination of business acumen paired with our values — hard work, service, integrity, and stewardship — is what sets us apart; it’s who we are.

Our founders, Larry and Gail, built our reputation with this unique perspective. It is the  foundation of our legacy and our future. A future that promises transformational change through visionary leadership as we navigate an unprecedented landscape. 

By expanding our influence over an increasingly diverse portfolio of operating companies and investments, we embrace opportunities and obligations. Because, as we grow, so does our stewardship and ability to do good — for our employees, partners, and communities. 

Headquartered in Sandy, Utah, the Larry H. Miller Company is a privately-owned business, with operations located mainly across the western United States. LHM’s focus falls within the primary categories of real estate, health care, finance, entertainment, sports, and long term strategy and investments, as well as philanthropy. For more information about LHM, visit www.lhm.com. 

Reports to: Portfolio Manager / Managing Director (Family & Foundation Investments team)

Primary Responsibilities:

• Become a high-performing and contributing member of a small investment team that manages investment portfolios for the Family & Foundation Investment team inside of the Larry H. Miller Company.
• Report to the Portfolio Manager of our internal US all-cap public equity portfolio.
• Primary job responsibilities are equity research, company/industry analysis, financial modeling, and valuation.
• Other responsibilities include reporting, operational workflows, trade execution, and oversight of external public managers (international equity managers and long/short managers).

Job Qualifications:

• Title and compensation of Investment Analyst, Associate, or Senior Associate depends on level of experience and education.
• 2-10 years of experience in equity research.
• Proficient with Excel, 3-statement financial models, and valuation methods.
• Bachelor’s degree required with high academic
• Strong quantitative, analytical, and modeling skills.
• Characteristics that will help lead to success in this role include intellectual honesty, stewardship mindset, entrepreneurial spirit, ability to clearly communicate ideas and articulate trade-offs, strategic vision, balancing long-term orientation with current market opportunities, data-driven approach, willing to challenge conventional thinking, integrity and transparency in all decisions, continuous learning, and collaborative personality with a desire to help build something special.

To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.

Cultivates Innovation & Strategy: Create new and better ways for the organization to be successful.

• Come up with useful ideas that are new, better, or unique.
• Introduce new ways of looking at problems.
• Encourage diverse thinking to promote and nurture innovation.

Communicate Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.

• Attentively listens to others.
• Adjust to fit the audience and the message.
• Provide timely and helpful information to others across the organization.
• Encourage the open expression of diverse ideas and opinions.

Collaborate: Builds partnerships and works collaboratively with others to meet shared objectives. 

• Work cooperatively with others across the organization to achieve shared objectives.
• Represent own interests while being fair to others and their areas.
• Partner with others to get work done.
• Credit others for their contributions and accomplishments.
• Gain trust and support of others.

Operate with Integrity: Demand the highest ethical standards from self and others by setting an example of positive attitude and professionalism.

• Demonstrate ethical and followership behaviors which promotes Larry H. Miller standards
• Show stewardship in providing a neat, orderly, and safe work environment.
• Follow LHMCO policy and procedures when conducting business with customers, other employees, vendors and Government officials.
• Observe safety and security procedures and uses equipment and materials properly.

Physical Requirements:

• Work performed in an office setting.
• Regularly required to sit, stand, bend, reach and move about facilities.
• To perform other duties as required.

Note: The need may arise to revise, supplement, or rescind portions of this job description, and The Larry H. Miller Company reserves the right to do so at any time. Employee shall be required to meet the qualifications and perform the duties of any revised job description.