Topic: Securities Research

Subject: Job Opportunity / Chicago area - mid to high $100s / energy company valuations, etc
Brian Lee
Member: 2018
Submitted on 09-24-18 5:58 pm

From Brian Lee, CFA, Atlanta Chapter, Brian writes:


Qualified members only may use my name in responding to the recruiter below. Note from recruiter follows.


Sr. Research Analyst–Infrastructure (1-411)

Compensation commensurate with experience

The base salary range from the mid to the high 100’s.
This position’s responsibility is to act as a senior research analyst providing coverage of domestic and global electric, natural gas, and infrastructure companies.  Must take ownership of a primary coverage list and actively contribute to the overall investment process.  Needs to communicate closely with the senior portfolio managers and the rest of the Infrastructure team, and consistently generate risk-adjusted, excess-return ideas supported by thorough bottom-up research.  Reports to EMD/Sr. Portfolio Manager–Infrastructure.
Independently conducts necessary research studies for applicable product
Generates write-ups, and valuation models for assigned companies
Makes buy, sell, and hold recommendations to portfolio managers
Actively communicates with senior portfolio manager and other members of Infrastructure team
Helps support the generation of marketing and board materials
Works to support fund or strategy objectives
Provides feedback and input upon receiving strategic directives from senior leaders within the firm, further enhancing their directives
Exchanges complex information effectively to reach agreements in ambiguous or difficult situations
Performs other duties as required by the EMD-Infrastructure or other senior management
BA/BS degree required (Advanced degree (MBA and/or CFA designation) preferred)
5-10 years of investment experience or an equivalent combination of education and experience
Background in infrastructure or utilities strongly preferred
Some supervisory experience preferred
Proven ability to have delivered consistently strong performance and judgment in the field
Good communication (verbal and written), interpersonal and presentation skills
Excellent PC skills with proficiency using MS software and internet research capabilities
Detail-oriented with the ability to: manage multiple projects simultaneously, establish priorities, work independently, handle interruptions, and proceed with objectives without supervision
Thank you,
Tanya Kornilovich | Recruiter | BCI
10 S. Wacker Drive, Suite 1250 | Chicago, IL 60606
312.460.8222 Main | 312.460.8395 Direct" target="_blank" data-saferedirecturl=""> | [email protected]com



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