Sector Specialist - REIT's

About the Role

Our Equity Relative Value ("EqRV") strategy relies on Sector Specialists who manage a dollar-neutral, pairs portfolio within their respective sector of expertise. We are seeking a Sector Specialist in the REIT’s sector to join our EqRV team. You will conduct thorough research, build financial models, and identify potential large-cap equity pair trades for our funds. Your fundamental research will be enhanced by our proprietary pairs analysis process to validate profitable opportunities. Supported by a world-class trading desk, you will report directly to the CIO, playing a critical role in shaping investment decisions.

Responsibilities

• Generate pair trades for inclusion in the EqRV strategy
• Conduct research and analysis of the REIT sector to identify investment opportunities
• Evaluate financial statements, market trends, and economic data to assess potential investments
• Collaborate with the CIO and other Sector Specialists to develop investment ideas
• Monitor and report on the performance of sector investments
• Stay updated on industry news and trends, incorporating Carlson analytics into trading decisions

Qualifications

• Bachelor's degree in finance, economics, or a related field
• 4+ years of experience analyzing large-cap public equity companies within the REIT sector at a Wall Street institution
• Direct investment experience with REIT names
• Demonstrated financial modeling and empirical research skills
• Ability to work independently and collaborate across teams

Preferred Qualifications

• Master's degree in finance, economics, or a related field
• CFA or other relevant certifications
• Experience with custom data analysis software
• Strong track record of successful investment recommendations
• Passion for the REIT sector and natural curiosity
• Excellent communication and interpersonal skills

Skills

• Passion for investments with demonstrated sector expertise
• Strong analytical and quantitative skills
• Experience with financial modeling and data analysis software
• Proven track record of successful investment recommendations

Preference will be given to candidates who submit a cover letter detailing REIT sector expertise. This is a full-time, in-office position in Dallas, Texas.