Associate Fundamental Equity Analyst
Boston, MA, US, 02110
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The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.
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Overview
The Associate Fundamental Equity Analyst is responsible for conducting qualitative company, sector and industry group research in support of the International Equity strategy. The Analyst will also conduct in-depth company research, have familiarity with financial statement analysis, a strong understanding of basic statistics, the ability and willingness to collaborate in a team-centric environment and the ability to manage multiple deadlines in a fast-paced environment.
The Associate Fundamental Equity Analyst will work primarily in support of the equity portfolio management team and in conjunction with the quantitative research team.
Core Responsibilities
- Understanding the investment process and portfolio needs to produce timely and actionable investment ideas.
- Describing and analyzing a company’s competitive landscape and financial position;
- Identifying a company’s revenue sources, business model, opportunities and risks.
- Reviewing a company’s score in our proprietary quantitative model for reasonableness, data sufficiency or other potential issues.
- Producing written company-specific investment recommendations utilizing KOCAA’s company review template to convey the analyst’s opinion on the company's attractiveness as an investment
- Updating investment views of portfolio and key companies based on quarterly earnings reports and critical events
- Understanding & identifying underlying industry group structures, regulatory environments and developing trends to identify actionable investment themes.
- Working with the portfolio managers to perform ad hoc analysis or reports, as needed
- Working with the quantitative research team to identify industry group specific stock selection factors.
- Running periodic and ad hoc reports and analysis for the portfolio management team, client service and sales and marketing, as needed
- Downloading or manually gathering and analyzing data.
Skills Qualifications
- An understanding of investment performance, portfolio construction, risk management, accounting methods and/or investment operations are a plus.
- Chartered Financial Analyst (CFA) designation, or progress thereto, is a plus
- Demonstrable proficiency in Excel.
- Familiarity with Bloomberg preferred, proficiency a plus.
Education
- Bachelor's degree in finance or economics.
- Experience analyzing equity investments and/or financial statements preferred
Compensation
The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Bostont; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,600-115,000.
Physical Demands
Authorization to work in the United States is required.
This position is not eligible for visa sponsorship.
KofC Cares
Our mission is focused on family and faith, and we support our employees in seeking a balanced life.
Employee benefits include:
Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
Professional Development: Certifications, designation, and tuition reimbursement.
Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
Health and Wellness:
- Short-term disability and term life insurance fully paid for by the company;
- Up to 12 weeks of childbirth leave under STD policy.
- One week of fully paid parental leave for all new parents, including adoptive and foster parents.
- A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
- Long-term disability insurance;
- Dental insurance;
- Vision insurance;
- Health club membership reimbursement;
- Employee Assistance Program
Nearest Major Market: Boston