Director, Research Analyst

$200,000 - $200,000/Yr

The Colony Group - Chicago, IL

Full-time - Senior

Hybrid - Chicago, IL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Director, Research Analyst at The Colony Group is a senior-level position focused on performing in-depth security analysis and providing investment recommendations for high-net-worth clients. The role emphasizes collaboration, ethical standards, and a commitment to lifelong learning and diversity within a hybrid working environment. The successful candidate will leverage their expertise in equity research to influence portfolio construction and educate clients and team members.

Responsibilities

• Perform traditional, fundamental security analysis of companies and their markets through analysis of financial statements, review of outside research, and interaction with company and industry contacts.
• Develop and maintain a thorough knowledge of assigned sectors.
• Develop an understanding of relevant companies within assigned sectors.
• Develop and maintain a recommended list within assigned sectors and actively offer recommendations for client portfolios.
• Educate and influence others through frequent written and oral communication.
• Provide input and guidance on macroeconomic environment and portfolio construction.

Requirements

• 5 years of experience in equity/investment research.
• CFA designation (or current progress towards completion) is strongly preferred.
• Bachelor's degree in finance, economics, or accounting preferred.
• Strong understanding of equity markets, security analysis, financial modeling, asset allocation, and portfolio strategy.
• Advanced Excel proficiency.
• Excellent communication skills.
• Proficiency for presenting arguments under pressure.

Benefits

• Hybrid working environment
• Focus on physical and mental wellness
• Career development opportunities
• Collaborative culture
• Commitment to diversity and inclusion