Job Title: Analyst Department: Manager Research Reports To: Managing Director Position Overview Canterbury is seeking candidates with excellent quantitative, qualitative, communication, and interpersonal skills for an Analyst position on Canterbury’s Research Team. The position’s primary role will be to engage broadly in all areas of Long Only and Private Capital research. The individual will need to excel in a team environment while also being comfortable working independently at times. The individual is expected to exhibit high ethical standards. Analyst, Canterbury Consulting The successful Research Analyst has the following characteristics:
- Internship experience or one year of experience in investment, consulting, corporate finance, or other relevant areas; Private Capital experience within these functions strongly preferred but not required
- Excellent written and verbal communication skills, with the ability to construct clear, effective arguments in support of an investment thesis
- Ability to work independently, demonstrate attention to detail, and manage multiple tasks/deadlines effectively
- Intellectual curiosity and developing investment judgment
- Ability to work effectively in a collaborative, collegial team environment
- Strong problem-solving and analytical skills
- High proficiency in Microsoft applications; experience with Preqin, Pitchbook, the Morningstar Direct platform, Factset, and Bloomberg Terminal a plus The primary responsibilities of a Research Analyst is to:
- Participate in conference calls and meetings with prospective and existing managers
- Support the Vice President on managing the inflow of investment opportunities
- Contribute to the due diligence of new managers, e.g., reference calls, investment memorandums, and closing process
- Maintain quantitative and qualitative manager information within the firm’s internal database
- Monitor and update internal reports on manager performance, activity, and holdings
- Work closely with the Vice President and other senior Canterbury professionals across all aspects of research
- Travel – not required but there may be the opportunity to travel. Education:
- A degree in finance, economics, or a related field
- Enrollment in the CFA, CAIA programs are highly preferred At Canterbury, we expect our Research Analyst to learn at a fast pace in a demanding environment, and demonstrate excellent problem solving and interpersonal skills. From your first day on the job, you will be an integral part of the process in helping our clients achieve investment success. Please send cover letter, relevant work samples, and resume to [email protected] and reference the position “Analyst, Manager Research” in the subject line. Extra effort and personal touches will be looked upon favorably. All submissions will be kept strictly confidential.
Job description provided by Canterbury Consulting.
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