Analyst, Equity Research jobs in United States
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The Bahnsen Group · 14 hours ago

Analyst, Equity Research

position520 Newport Center Drive, Newport Beach, CA, USA
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

The Bahnsen Group is a private wealth management firm focused on extraordinary client impact. They are seeking an Analyst to join their Equity Research group, responsible for conducting fundamental research on portfolio companies and providing coverage for TBG's Core Dividend portfolio.

AdviceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Conduct fundamental driven research on portfolio companies & prospect pipeline
Monitoring of portfolio holdings, attend earnings calls, & cover sell-side analyst reports
Analyze financial statements, track key catalysts, news, and market movements
Prepare investment reports to communicate research with analyst team & portfolio managers
Build and maintain financial models

Qualification

Equity analysisFinancial modelingFactSetBloombergExcelPassion for researchLong-term investing

Required

3+ years experience -- relevant experience analyzing equities (value/dividend focused preferred)
Passion for bottom-up research & long-term investing
Strong Excel skills

Preferred

Experience with FactSet or Bloomberg
Bachelor's degree in Math, Economics, Finance, Engineering, or related

Benefits

Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
Discretionary annual bonus

Company

The Bahnsen Group

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The Bahnsen Group offers investment strategies and wealth management services.
dateFounded in 2015
location
Newport Beach, California, USA
people-size51-200 employees
web-link
https://thebahnsengroup.com

H1B Sponsorship

The Bahnsen Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Joseph Klein, CFP®, CEP®
Chief Operating Officer
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David L. Bahnsen
Chief Investment Officer, Managing Partner
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