Value Investment - Equities Specialist
Key Responsibilities:
- Portfolio Management: Oversee and manage a diversified portfolio of public equities, ensuring alignment with the family office's investment strategy and objectives.
- Research and Analysis: Conduct in-depth fundamental analysis of potential investment opportunities, including financial statement analysis, industry research, and competitive positioning.
- Value Investing: Apply the principles of value investing to identify undervalued stocks with strong potential for long-term growth.
- Investment Decisions: Make informed investment decisions based on rigorous analysis and a thorough understanding of market trends and economic conditions.
- Risk Management: Monitor and manage portfolio risk, ensuring a balanced approach to risk and return.
- Reporting: Prepare regular reports and presentations on portfolio performance, investment strategy, and market outlook for the family office stakeholders.
- Collaboration: Work closely with other members of the investment team to share insights, strategies, and best practices.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, or a related field. CFA or MBA preferred.
- Experience: Minimum of 5 years of experience in investment management, with a focus on public equities and value investing.
- Skills: Strong analytical skills, excellent communication abilities, and proficiency in financial modeling and analysis.
- Knowledge: Deep understanding of value investing principles, market dynamics, and economic indicators.
- Attributes: Detail-oriented, proactive, and able to work independently while contributing to a team environment.
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