Equity Research Associate Analyst (Year-Round Recruiting)

About Us

Wasatch Global Investors is a 100% employee-owned firm exclusively focused on active investment management. We use a collaborative, bottom-up fundamental approach to identify exceptional companies we believe are high-quality and have the potential to grow earnings for long periods of time. Following our early success investing in domestic small cap stocks, Wasatch has evolved thoughtfully and organically over four decades.

Today, with nearly $20 billion in assets under management, and 19 strategies spanning the United States, international, and emerging markets, Wasatch provides comprehensive research of small, micro, and mid cap companies across the globe. Our investment team of 33 investment professionals includes 17 portfolio managers with an average of 22 years of research experience and 15 years at Wasatch.

Wasatch’s investment process is anchored in our core culture principles: long-term perspective, learning organization, teamwork, ownership, integrity, and gratitude. These principles drive how we conduct our research, analyze, and manage investments, work with our portfolio companies, and ultimately, serve our clients. We believe in a team approach to investment management, where all decisions are conducted in a highly collaborative environment, with all team members contributing equally to the process.

About the Role

The Associate Analyst role is a 3-year opportunity for associates to work directly with one of Wasatch’s investment teams (Domestic, Emerging Markets, International Developed Markets). Our research process is highly focused on analyzing industries and businesses to find high-quality companies that offer long-term compounding returns. Associates are involved in all aspects of the investment process, from screening for new stocks to analyzing companies and monitoring the progress of portfolio companies.

Responsibilities

• Develop a deep understanding of business strategy, competitive positioning, industry dynamics, near- and long-term growth drivers, and operating and financial metrics of various companies.
• Research companies through a variety of sources, including company filings, interviews with management teams and industry experts, and channel checks with suppliers, customers, and competitors.
• Build financial models and projections for companies to determine how changes in business trends and operating assumptions may impact long-term return profiles.
• Track the financial results and projections of current and prospective portfolio companies.
• Identify growth themes across industries and the companies most likely to benefit from those themes.
• Contribute to all aspects of the firm’s research efforts—no task is too small or too large.

Qualifications

• Undergraduate and/or graduate degree with academic work reflecting a high level of rigor, independent thought, self-directed study, and creativity.
• 2+ years of relevant full-time, part-time, and/or summer professional experience.
• Intellectual curiosity and demonstrated ability to deeply research and think about a range of topics (beyond the obvious, generally-accepted thinking).
• Demonstrated ability to explore a range of data and perspectives and form independent opinions.
• Demonstrated interest in fundamental business analysis and equity research.
• Demonstrated research skills and the ability to develop and communicate conclusions.
• Commitment to a 3-year position; post-program offers will be determined based on the firm’s needs and the individual’s performance.

Wasatch will assist Associates with post-program job placement or graduate school recommendations and ongoing support of our network.

Application Materials

• Resume
• Academic transcripts (unofficial is acceptable)
• Relevant test scores (SAT, ACT, GMAT, etc.)
• Answers to the following questions:
  1. Why equity research?
  2. Why our Associate Analyst Program?
  3. Why Wasatch?
  4. What questions would you like to ask our CEO?