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Clark Capital Management Group · 7 hours ago

Equity Analyst

United States

Full-time

Remote

Mid Level

3+ years exp

Clark Capital Management Group is seeking an Equity Analyst to contribute to a dynamic team responsible for implementing a proven investment process. The role involves performing quantitative research, analyzing economic trends, and proposing investment recommendations based on qualitative and quantitative analysis.

Financial ServicesInsurance

Growth Opportunities

Responsibilities

Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models

Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management

Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector

Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector

Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction

Keep abreast of industry and academic research and identify new research ideas

Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm’s investment philosophy and process

Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy

Work closely with portfolio managers in shaping and executing Clark’s Quantitative and Fundamental Equity Strategies

Qualification

CFAQuantitative analysisFinancial statement analysisBloomberg proficiencyFactset proficiencyPythonSQLMicrosoft OfficeTeamworkCommunication skillsAdaptability

Required

At least three years of relevant experience

Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models

Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management

Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector

Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector

Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction

Keep abreast of industry and academic research and identify new research ideas

Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process

Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy

Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies

Ability to work independently and as part of a team

Strong financial statement analysis, valuation, and modeling skills

Bachelor's degree in finance, business, economics, math, or business administration

Bloomberg and or Factset proficiency

Microsoft office proficiency

Strong work ethic, high integrity and aligned with the company's core values

Strong communication and interpersonal skills

Exceptional quantitative, verbal, and written communication skills

Ability to adapt to and learn new technologies