L/S Financials Analyst
Investment Analyst - Financials & Consumer Finance
A leading alternative asset manager is seeking an Investment Analyst to join a high-performing investment team focused on long/short investing across the financial services landscape. This individual will work closely with senior investors to identify and evaluate investment opportunities across sectors including specialty finance, mortgage finance, housing-related businesses, insurance, fintech, consumer lending, and banking.
This role is ideal for a fundamentally driven investor looking to build deep sector expertise while contributing directly to investment decisions and portfolio performance.
Key Responsibilities:
- Generate differentiated long and short investment ideas across a variety of financial and consumer finance subsectors.
- Perform in-depth company research, including financial modeling, valuation analysis, industry research, and competitive assessments.
- Evaluate the impact of macroeconomic factors such as interest rates, housing activity, credit cycles, and consumer trends on company fundamentals.
- Monitor earnings releases, regulatory developments, industry news, and market data to identify investment opportunities and risks.
- Prepare investment recommendations and present findings to senior members of the investment team.
- Assist with portfolio construction, risk management, and position monitoring.
- Track market developments and trading activity relevant to portfolio holdings.
- Develop and enhance research processes, analytical tools, and reporting capabilities.
Qualifications
- 2-5 years of experience in investing, equity research, or fundamental company analysis.
- Prior buy-side experience is preferred but not required.
- Experience covering one or more of the following sectors: banks, insurance, mortgage finance, housing-related companies, specialty finance, consumer lending, fintech, or other diversified financial services businesses.
- Strong financial modeling and valuation skills.
- Thorough understanding of financial statements and public markets.
- High attention to detail with strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to work effectively in a fast-paced, performance-driven environment.
- Demonstrated passion for investing and intellectual curiosity.
Education
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field.
Location
- Flexible U.S. location with a preference for candidates interested in a hybrid work environment. Exceptional remote candidates will also be considered.
FAQs
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