Industrials Investment Analyst (Single Manager)
Investment Analyst - Texas | Generalist with Industrials Experience
About the Firm:
A concentrated Single Manager long/short investment firm with a deep research focus and a contrarian, value-oriented investing is looking to bring on their next Analyst. Their strategy centers on identifying misunderstood, underfollowed companies that require time and conviction to unfold. Their long book is concentrated, while their short book is more diversified and designed to generate alpha independently. They have sticky, long-term capital and a multi-year investment horizon, with core longs held for 4-5 years. On the short side, targeting companies with structural flaws or questionable integrity, often holding positions for over a year.
Role Overview:
They're seeking an Industrials Focused Generalist to join their tight-knit team. You'll take ownership of research projects, contribute across sectors, and play a key role in both long and short idea generation. The ideal candidate is intellectually curious, independent, and thrives in a high-accountability environment.
Key Responsibilities:
- Conduct deep, fundamental research on both long and short ideas.
- Focus on special situations and companies with complexity or controversy.
- Collaborate closely with the PM and analysts, contributing across sectors while bringing a unique perspective.
- Develop and defend contrarian theses, especially in industrials and adjacent areas.
Qualifications:
- 2+ years of buyside experience with a proven track record of stock picking and thesis development.
- Strong analytical and investigative skills; able to work independently and challenge consensus views.
- Experience in industrials is a strong plus, specifically in building products and transports.
- Hungry, sharp, and intellectually rigorous.
- Comfortable in a fast-paced, entrepreneurial environment with high expectations.
- Preference for candidates based in Texas or willing to relocate.
- Sellside candidates will not be considered.
Why Join Us?
- High-impact role with significant ownership and visibility.
- Deep research culture with long-term capital and patient investing.
- Collaborative, intellectually curious team with a flat structure.
- Opportunity to shape both the long and short books and contribute directly to performance.
If you're a generalist with a sharp eye for value and a passion for deep research, we'd love to hear from you. Apply now to join a team where your insights drive real results.
FAQs
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