Equity Research Analyst

$120,000 - $150,000/Yr

F&M Investments - Saint Louis, MO

Full-time - Mid Level

Remote - Saint Louis, MO

Real Estate

About the position

F/M Investments is seeking an Equity Research Analyst for its St. Louis, MO office. The role focuses on the Healthcare sector and involves a bottom-up, fundamental approach to investing, managing $1B in small capitalization strategies for institutional and retail clients. The successful candidate will demonstrate a passion for investing, curiosity about company operations, and a strong work ethic to contribute to the team's success.

Responsibilities

• Perform initial reviews on potential investment opportunities, outlining risks and opportunities
• Provide comprehensive income statement, balance sheet and cash flow analysis via CFROI approach to measure a company's operations and financial management
• Generate the estimated fair value of a company utilizing CFROI framework with support from traditional measures of valuation
• Perform ongoing due diligence by meeting with current and prospective company management teams
• Understand the business fundamentals of 25-35 companies intimately while having a general knowledge of 200 or more companies
• Conduct in-depth, fundamental analysis using financial, industry and other supplemental data
• Identify, understand, and articulate the key fundamental drivers of a company's stock performance
• Lead in the development and communication (verbally and written) of a succinct long term investment thesis which minimizes portfolio turnover
• Assess market sentiment and expectations that are discounted in a stock price/valuation
• Develop strong relationships with industry contacts, sources and peers
• Gain proficiency in the use of Factset, HOLT, Microsoft Excel, and Microsoft Word as tools for research and/or reporting purposes
• Programming skills in languages such as Visual Basic, R, C++, Javascript, Python, etc. is a plus
• Share objective perspectives and assessments on new and existing investments, position sizing, and execution timing with the portfolio management team
• Demonstrate the ability to work well in a collaborative culture and maintain a positive attitude

Requirements

• BA/BS degree, preferably in finance or accounting related discipline
• Minimum of three years of analyst experience and proven success in stock analysis and selection of Healthcare companies in the US, preferably in small and mid cap markets

Nice-to-haves

• Programming skills in languages such as Visual Basic, R, C++, Javascript, Python, etc.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance