Investment Analyst
Research mid-small cap equity and fixed income investment opportunities to provide analysis and recommendation for Chief Investment Officer and clients• Conduct qualitative and quantitative analysis on various companies, industries, and asset classes. Research global economic topics• Meet 1-on-1 with senior management including CEO/CFOs and street analysts to ask questions and gather information• Gather data through financial filings, press releases, and onsite visits to business locations• Make recommendations on current and prospective investments. Write data gathering and valuation reports for securities• Hold quarterly earnings calls with management