Cercano Portfolio Manager/Investment Analyst Full-time Job
Apply by February 23, 2024
– Location: Bellevue, WA
– $220K-325K per year
– US work authorization required
RESPONSIBILITIES (see external posting for all)
– Generate strong, insightful investment ideas based on independent research
– Ability to conduct face-to-face interviews with executive management teams, suppliers, and customers and conduct industry and competitive due diligence
– Collect and synthesize investment data on a macro and micro level while developing appropriate analytical processes to track and record changes to team and CIO
– Understand thoroughly the dynamic consumer environment at a macro and micro level and be able to share economic and behavioral consumer data with the broader investments teams
– Support opportunities to early-stage venture capital and private-equity investments
– Utilize fundamental and/or technical research to arrive at sound and timely investment decisions
– Demonstrate honesty, responsibility, integrity, and fulfillment of commitments
– Ability to clearly communicate both in written form and verbally
– Geographic presence in Seattle is strongly preferred. Full relocation services would be offered
REQUIREMENTS
– Relevant educational and work experience in buy-side and/or sell-side research, and investment banking in the Consumer sector.
– Demonstrated excellent analytical skills, a strong grounding in economic fundamentals and the ability to effectively communicate ideas.
– Intellectually curious, and engender a strong sense of commitment and integrity.
– Excellent analytical skills including financial modeling and independent research
– Knowledge and understanding of investment valuation methodologies
– Experience with investment due diligence processes
– Strong communication skills (writing, verbal, and presentations)
– Self-sufficient but team oriented
– MS Office (Word, Excel, PowerPoint, and Outlook); Bloomberg
– Strong academic credentials, including a bachelor’s degree. Advanced degree(s) or CFA charter holders will be given favorable consideration.
– Minimum of 3-5 years’ experience with researching, collection and analyzing information related to global Consumer sector to help investment managers to make effective and profitable decisions on behalf of clients while building a profitable investment portfolio required.
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