Investment Associates work closely with Investment Analysts and Portfolio Managers to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst Role.
Opportunities may be available from time to time in any location in which the business is based for suitable candidates. If you are interested in a career with Citadel, please share your details and we will contact you if there is a vacancy available.
Key Responsibilities:
- Conduct differentiated, bottoms-up fundamental analysis of companies, business models, relevant industry metrics and industries, becoming a go-to expert on a sub-sector of companies.
- Perform detailed valuation, and construct in-depth company financial models in Excel.
- Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager.
- Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage.
- Attend industry conferences and management meetings (includes travel).
- Identify and analyze relevant industry metrics.
- Evaluate new coverage opportunities.
Skillset Requirements:
- Prior investment banking, private equity, long-only and/or sell-side research experience.
- Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering and/or computer science.
- Passion for fundamental analysis and public markets investing.
- Advanced understanding of accounting/financial statements.
- Valuation experience and excellent Excel modeling skills.
- Excellent analytical and quantitative skills, with strong attention to detail.
- Strong written and oral communication skills.
In accordance with applicable law, the base salary range for this role is $125,000 to $150,000.
In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs.
