Chief Compliance Officer at Clifford Swan Investment Counselors Equity Research Analyst Clifford Swan Investment Counselors Do you think about business models? Do you enjoy reading 10-Ks? Are you willing to take risks based on your own analysis? Please apply. Firm Overview Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment adviser serving high net worth individuals, families, and not-for-profit organizations. With over $4 billion in assets under management and approximately 950 high net worth and institutional clients, Clifford Swan is committed to providing investment management services and financial advice based on rigorous investment research and personalized, responsive client service. Clifford Swan embraces a culture of mutual respect among colleagues, staff and leadership who remain rooted in the clarity of our founders’ timeless values – client-first focus, highly personalized service, attention to detail, and complete commitment to our clients’ financial success. Position Overview The Equity Research Analyst will work closely with other analysts and portfolio managers on all phases of the investment process including research and analysis, financial modeling, implementation, and monitoring. Primary duties include conducting fundamental research on existing and new investment ideas, creating and maintaining models, writing internal research reports, and communicating with internal and external stakeholders. Job Responsibilities Analyze industries and individual securities for the purpose of investment Make timely and actionable stock recommendations Serve as firm’s expert on assigned securities and their industries Create and maintain company models Effectively and willingly communicate analysis with portfolio management team Contribute to internal research-related discussions Adhere to core investment philosophy and process Qualifications CFA and/or MBA preferred 5+ years experience in a fundamental equity research role Excellent written and verbal communication skills Ability to handle multiple projects Willingness to work in an entrepreneurial, small-company environment Proficiency in Microsoft Office; experience with research tools such as Bloomberg and FactSet All applications must include a resume and cover letter. Please send this information to Gretchen Lee via email at GLee@cliffordswan.com. Expected base salary for the role will generally be $85,000 - $110,000 per annum at the commencement of employment with a target annual bonus of 35% of base salary. However, the base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include other forms of compensation such as discretionary bonuses, incentive packages, and firm-sponsored benefit programs. Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance and Sales #J-18808-Ljbffr Clifford Swan Investment Counselors
...personal lives. Read more: careers.bms.com/working-with-us .**Clinical Trial Physician, Rheumatology, Cell Therapy**The Clinical Trial Physician,... .... They will be foundational in working with teams in Research, Early and Late Development, providing insights into biology...
...announcement of clinical outcomes data for its Unity Fetal Risk Screen and new advancements in cancer diagnostics.We are looking for a Bioinformatics Associate, Prenatal to join our Clinical Operations team to create computational tools to analyze groundbreaking molecule...
...Job Description Job Description We are looking for a passionate Software Engineer to design, develop and improve our core data platform and the products we build on it. We primarily use Microsoft technology stack. Our ideal candidates are familiar with the software...
...paid weeklyFacility: Pharmaceutical PlantNote: This location is not on a bus line.Are you...Dependable?Willing to go above and beyond?Polite?A hard worker?We are looking for you toClean buildings by sweeping, vacuuming, mopping floors and cleaning other surfaces...
...Job Description Job Description Painting Estimator & Sales (Residential + Commercial) About Us Carters Painting Services delivers high-quality residential and commercial painting, refinishing, and exterior maintenance across North Central Florida. Were detail...