This would be an excellent opportunity for someone with a passion for value investing looking to break into the investment industry or someone already at a fund that would like greater responsibility and coverage. The fund focuses on high-quality businesses and as a result, recruits people with an eye for the strengths and weaknesses of business models and management teams. Therefore, an understanding of the concepts of competitive moats and barriers to entry is a big plus.
Responsibilities:
* Work alongside the CIO to assess companies based on the strength of their business model
* Perform fundamental analysis of these investment candidates, including on-site visits and calls to management and other stakeholders (competitors, suppliers, former employees).
* Maintain and improve financial tools for screening and back-testing purposes
* Perform portfolio analytics and keep abreast of news, events, earnings affecting portfolio positions
* Collaborate with COO to assist in optimizing internal systems and processes
