Team Analyst – Global Focused Growth Strategy

About the role

Supports Portfolio Manager Dave Eiswert in execution of investment process and management of a complex, diversified, global strategy.
Investment research support for the Portfolio Manager Dave Eiswert within a diversified, global growth mandate.
Analytical ownership of models, time-series analyses, and company/industry fundamentals.
Generation of differentiated investment insights that influence positioning beyond pure “number crunching.”
Direct engagement with public-company executives (in-office and in-field) to inform views.

Responsibilities

• Aptitude, execution, and continuous improvement of the Global Focused Growth investment framework (historical analysis, insight development, and forward modeling).
• Leadership of scoped company/industry research projects and thematic workstreams aligned to portfolio needs.
• Building and maintaining three-statement and scenario models; synthesizing market and alternative data into forecasts.
• Partnering with the Portfolio Manager and senior analysts to prepare briefs, update views, and translate research into portfolio actions.
• Engaging CEOs/CFOs and other external experts through meetings, calls, and road visits to test and refine theses.
• Extremely detail-oriented documentation, compliance discipline, and data hygiene; contributing to reusable templates and best practices.
• Tracking ex-ante assumptions versus ex-post outcomes and participating in performance attribution reviews.
• Conducting primary diligence (filings, transcripts, channel checks, site visits) to deepen company and industry understanding.
• Developing investment recommendations over time and accepting outcome accountability as responsibilities expand if appropriate.
• Designing and applying AI-driven workflows (prompt libraries, retrieval, automation) to improve research speed and quality.

Requirements

• Bachelor’s degree and 4+ years of relevant buy-side/sell-side investment experience.
• Advanced Excel and financial modeling capability, including three-statement builds and time-series analytics.
• Strong academic foundation combining liberal-arts reasoning with quantitative training (e.g., calculus, statistics, econometrics; CFA coursework).
• Excellent written and verbal communication.
• Working knowledge of equity markets and instruments.
• Proven facility with AI tools and prompt engineering for research use cases.
• Comfort operating in a high-intensity, performance-oriented team environment.
• Willingness to travel globally.

Preferred

• CFA preferred.
• Self-directed, confident contributor who works independently and collaborates effectively.
• Demonstrated passion for equity investing and market discovery.
• Track record of converting deep research into clear, actionable insights.

FINRA Requirements

• FINRA licenses are not required and will not be supported for this role.

Work Flexibility

• This role is eligible for hybrid work, with up to one day per week from home.

Pay

• Base Salary Ranges:
  • Maryland, Colorado, Washington and remote workers: $180,000.00-$300,000.00
  • New York, California: $180,000.00-$300,000.00

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits