Investment Analyst jobs in United States
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Titan America · 8 hours ago

Investment Analyst

Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. As an Equity Investment Analyst, you will play a decision-making role in equity-based investment strategies, conducting research, building financial models, and proposing investment recommendations.

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Responsibilities

Conduct fundamental primary research involving business/industry breakdowns, expert calls (customers, suppliers, competitors), and more
Build financial and operating models for new and existing portfolio holdings (income statement, balance sheet, cash flow statement, KPI build, summary financials & valuation math)
Propose portfolio construction (e.g., holdings, weightings, sizing up/down) rooted in rigorous quantitative and fundamental research
Monitor daily events, news flow, competitive dynamics, risk metrics (e.g., beta, factor exposures, asset allocation tilts) across investment strategies
Create and contribute to investment communications, including quarterly and annual letters, trade updates, and other written materials for client distribution

Qualification

Investment experienceFinancial modelingValuation skillsFinancial analysis toolsIntellectual curiosityWritten communicationVerbal communicationAttention to detail

Required

3+ years of investment experience in experience in public, private equity, and/or other relevant work experience
Demonstrated track record of prolific investment idea generation, creative research, and rigorous quantitative and fundamental analysis
Demonstrated understanding and awareness of public market investing and key value drivers
Strong financial modeling, valuation, and accounting skills
Intellectual curiosity, high integrity, and a passion for investing
Proficiency with financial analysis tools (e.g., Sentieo, Koyfin, Bloomberg)
Exceptional written and communication skills with acute attention to detail
Passion for simplifying / demystifying complex topics and situations for consumers / retail investors
Bachelors degree in Economics / Finance or similar discipline

Benefits

Competitive cash compensation
Well-above-market equity packages

Company

Titan America

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Titan America is a manufacturing and materials company that produces a broad range of construction aggregates and heavy building materials.

Funding

Current Stage
Public Company
Total Funding
unknown
2025-02-07IPO

Leadership Team

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Bill Zarkalis
President & Chief Executive Officer, Titan America LLC
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Company data provided by crunchbase