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The Bahnsen Group · 6 hours ago

Analyst, Equity Research

Newport Beach, CA

Full-time

Onsite

Mid Level

$85K/yr - $115K/yr

3+ years exp

The Bahnsen Group is a private wealth management firm dedicated to providing exceptional services to its clients. They are seeking an Analyst to join their Equity Research group, focusing on fundamental research for their Core Dividend portfolio.

AdviceFinancial ServicesWealth Management

H1B Sponsor Likely

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 modelingFactSetBloombergExcel

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

The Bahnsen Group offers investment strategies and wealth management services.

Founded in 2015

Newport Beach, California, USA

51-200 employees

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)

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2024 (1)