Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field. MBA or CFA designation preferred.
- 2-4 years of experience in equity research, investment banking, private equity, or a related field.
- Strong analytical skills with the ability to interpret complex financial data and identify key investment opportunities.
- Excellent communication and presentation skills, with the ability to articulate investment ideas and strategies clearly and persuasively.
- Proficiency in financial modeling and valuation techniques.
- Knowledge of corporate governance principles and experience with shareholder activism is a plus.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- High level of integrity, professionalism, and attention to detail.
Responsibilities:
- Conduct in-depth research and analysis of potential investment targets, focusing on identifying undervalued companies with opportunities for strategic improvement.
- Monitor and analyze financial statements, market trends, and industry developments to support investment decisions.
- Develop detailed financial models to evaluate the impact of proposed strategic initiatives on company performance and shareholder value.
- Collaborate with senior analysts and portfolio managers to formulate investment theses and activist strategies.
- Prepare comprehensive investment reports and presentations for internal and external stakeholders.
- Engage with company management teams, board members, and other stakeholders to advocate for strategic changes and improvements.
- Track and report on the performance of activist investments, providing regular updates to the investment team.
- Stay informed about regulatory developments and best practices in corporate governance and shareholder activism.
