Description

Salary: Salary based upon experience in addition to performance-based bonus.

Location: The position is located in Louisville, KY; however, remote work may be considered for the right candidate.

Summary: The Analyst will perform fundamental industry and company analysis with a primary focus on the technology sector to develop and maintain sound investment opinions concerning areas of responsibility. The Analyst will monitor securities held in the portfolio and make purchase and sale recommendations to the Portfolio Manager.  Prior buyside experience is required.

Waycross Partners, an investment management firm that specializes in Large Cap Core Equity and Long/Short Equity strategies, was founded in 2005 and offers a small office environment where we strive to bring passion and opportunity together. We believe in rewarding value creation and hard work and providing growth to employees that demonstrate those attributes.

Responsibilities of the position include the following:
        Conduct thorough research of equities in the assigned sector to understand key drivers of performance and risk.

        Maintain sound investment opinions of relative valuations of securities within the assigned sector.

        Monitor performance and risk of securities within the assigned sector.

        Assist in the development of tools and processes to analyze individual securities or portfolio.

        Assist the Portfolio Manager with sector allocation decisions based on relative value assessment of the assigned sector.

        Maintain positive relationships with company management, sell-side analysts, and other key contacts to evaluate current and future company performance. Attend conferences, if warranted.

        Build and maintain working relationships with other investment professionals on the portfolio team to share ideas and information on industries and companies jointly covered.

        Serve in a back-up capacity for sectors followed by other Analysts.

        Other duties as assigned

To perform the job successfully, an individual needs to demonstrate the following competencies:
        Management Skills: Manages workload and resources by planning, organizing and delegating to meet deadlines and accomplishes objectives while maintaining department quality standards.

        Adaptability: Ability to embrace change as a necessary and desirable opportunity. Flexible in dealing with different viewpoints and people with diverse backgrounds.

        Communication: Ability to express thoughts and ideas to others, both orally and in writing.

        Dependability: Demonstrates reliability and instills confidence in the ability to carry out job duties.

        Teamwork/Interpersonal Skills: Builds and maintains working relationships with other employees and customers.

Requirements

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required:
        Bachelor’s Degree

        CFA candidate

        2 – 3 years of sector-specific equity research

        Strong understanding of MS Office 365

        Intermediate understanding of FactSet and/or Bloomberg

        Strong analytical, quantitative, and organizational skills

        Excellent written and verbal communication skills

Preferred:
        Advanced Degree and/or CFA

        Experience conducting primary research for companies and industry sectors

        Previous experience providing research/analytics to Long/Short equity managers