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Equity Research Analyst

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Tocqueville Asset Management

2021-12-03 08:50:55

Job location Vero Beach, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Summary:

Tocqueville Asset Management is seeking a Research Analyst to join our office in Vero Beach, FL. You will be part of a research team that is intellectually curious, analytical, and creative about performing equity research. For more than 30 years, we have been preserving and growing our clients' wealth, providing the stewardship and experience necessary to meet today's challenges, and to prepare for the challenges facing future generations. We pursue two primary objectives for our clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve our mandate, we rely upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. We do not follow fads; we invest in companies that deliver solid returns over the long run. Learn more about us at


Job Description:

The role of the Research Analyst is to identify, analyze, and communicate equity investment ideas to Portfolio Managers in the firm. The role will focus on developing financial models, producing equity research reports, meeting with other members of our research team, and presenting ideas to the firm on a regular basis.


Responsibilities:

  • Generate investment ideas.
  • Conduct detailed research and analysis.
  • Perform due diligence on research ideas which may include calls to company executives, experts, and other analysts.
  • Build and maintain financial models.
  • Write reports on investment ideas and share those ideas with the firm.
  • Communicate with Portfolio Managers and members of the research team.
  • Develop strong industry and company knowledge.
  • Interpret data and perform analysis on market, economic, and industry trends.
  • Update and maintain investment ideas and models in the internal investment research management software.
  • Respond to ad hoc requests from Portfolio Managers.
  • Travel occasionally for company visits and conference participation.
  • Monitor news flow.


Preferred Qualifications:

  • Bachelor's degree.
  • 0-3 years of work experience in relevant area.
  • Understand company valuation concepts such as comparable multiples, DCF, and LBO.
  • Experience with modelling and financial statements analysis.
  • Comfortable taking initiative and being resourceful.
  • Excellent verbal and written communication skills.
  • Ability to multi-task and work with Portfolio Managers and other members of the research team.
  • Attention to detail and strong organizational skills.
  • Proficient to advanced skills with MS Office (Excel, Teams, Outlook, Word, PowerPoint).


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