EP Equity Investment Team

Core Responsibilities

Provide a unique and original perspective that will enable the firm to have more correct and differentiated investment judgments leading to superior returns for our clients.
Conduct extensive fundamental research and analysis to understand the core drivers and prospects of a business, determine whether it represents an attractive opportunity, and present the idea during investment team meetings.
Make buy/sell decisions for stocks across domestic and international products as a member of the equity investment team.
Lead meetings with executive management, industry contacts, and research analysts to identify investment opportunities and risks.
Lead quarterly presentations to clients; present results, share the firm’s investment philosophy, and discuss specific holdings at board meetings.
Support new business initiatives and interact with prospective clients.

Qualifications

• Industry expertise (e.g., consumer, energy, financial services, healthcare, …)
• Functional area(s) of expertise (e.g., Data Science, Operations, Marketing, General Management)
• Outstanding academic and professional achievements
• Curious with a strong willingness to learn
• Sharp, observant, insightful, creative, and motivated
• Independent and critical thinker with the ability to assess the ‘big picture’
• Strong desire to compete and deliver professional excellence
• Ability to leverage professional experience and network to better assess the prospects of a business
• Ability to succeed in an unstructured environment with little supervision, and work effectively in a team
• Comfortable working in a fast paced and dynamic environment
• Ability to communicate clearly, concisely, and persuasively, both verbally and in writing