Junior Fundamental Research Analyst

Boston, Massachusetts
Base Salary + Corporate Bonus Plan + Benefits
Mar 25, 2021
Apr 24, 2021
Industry Sector
Asset Management
Employment Type
Full Time

Your Opportunity

Schwab Asset Management Solutions (SAMS) is the asset management arm of the Charles Schwab Corporation.  The SAMS team is passionately committed to helping investors achieve their financial goals.  Our organization provides clients guidance and education through investment research and financial planning support.  Next, we manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds, ETFs and managed accounts. Finally, we offer advisory services, discretionary portfolio management and decision-making tools, as well as Schwab’s private wealth management offering. At SAMS, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.

The Junior Fundamental Research Analyst will join an experienced and collaborative team to assist in the fundamental, bottom-up research process and participate in the management of the ThomasPartners strategies. 

What you are good at

  • Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas
  • Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas
  • Assist the research team in ad hoc projects, research administration, and systems
  • Support client services and sales teams inquiries

What you have

  • Bachelor’s degree and CFA and/or MBA required
  • Must be able to work on-site in Boston office
  • 3+ years of relevant experience with a buy or sell side firm
  • Experience with bottom-up security analysis
  • Solid accounting and financial statement/KPI modeling abilities
  • Outstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form
  • Quick learner, comfortable dealing with ambiguous, fluid situations
  • Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data
  • Experience with Bloomberg, Factset, and other related software
  • Passion, integrity, creativity, inquisitiveness and self confidence
  • The candidate should be a self-starter, well organized, and be able to work in a collaborative, team environment
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