Equity Research Analyst
- Employer
- Grassi Investment Management
- Location
- Santa Clara, California
- Salary
- Salary Determined on Experience, Medical, 401K, Vacation & Sick Pay
- Closing date
- Dec 12, 2020
View more
- Job Function
- Equities Research: Buy Side, Equities Research: Sell Side, Fixed Income Research: Buy Side, Fixed Income Research: Sell Side, Trading, Wealth Management, Other
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I
- Employment Type
- Full Time
- Education
- Bachelors
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Job Details
Grassi Investment Management, LLC - Equity Research Analyst - Santa Clara, CA
Grassi Investment Management was founded in 1984. We are an independent investment advisory company that serves both institutions and high net-worth individuals.
Job Summary:
The research analyst will be expected to assume coverage of the firm’s existing equity holdings in defined sector(s) and to generate new investment ideas for portfolio managers.
Duties and Responsibilities:
- On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe.
- The analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world.
- Identify key trends and value and risk drivers.
- Building, maintaining and analyzing financial models of companies and industries.
- Identifying investment opportunities with respect to stocks.
Qualifications:
- A minimum of 2-5 years’ experience as an Equity Analyst analyzing public equities.
- Highly effective written and verbal communication skills.
- Bachelor’s degree from an accredited college or university; CFA® Level 1 (preferred).
- An ability to multi-task in a fast-paced environment.
- Knowledge in technical analysis a plus.
- Desire/ability to work successfully in a small company environment.
Salary Determined on Experience
Medical
401K
Vacation and Sick Pay
Company
Our company provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client’s investment objectives regarding growth, income and volatility. We enjoy helping clients to establish goals for retirement and financial independence and working with clients to ensure success.
Company info
- Location
-
2350 Mission College Blvd.
Suite 190
Santa Clara
CA
95054
US
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