What are the responsibilities and job description for the Equity Research Associate position at Johnson Investment Counsel?
Company Description
Johnson Investment Counsel is one of the largest independent Registered Investment Advisors (RIAs) in the United States, proudly serving clients across all 50 states. Established in 1965, the firm is dedicated to its fiduciary duty, prioritizing clients' interests above all else. Through its divisions, including Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, the firm offers comprehensive wealth management to a diverse client base of individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel is a privately owned company where employees are also stakeholders, ensuring personal commitment to client success and fostering long-term relationships.
Summary / objective of position:
To provide equity research support to the Research Department, collecting relevant financial information and assisting product managers and analysts in security selection and portfolio management.
Essential functions of position:
• Provide support to equity research analysts and product managers
• Monitor daily news reports relevant to fund holdings and monitor list stocks
• Maintain spreadsheets of key fundamental data and portfolio characteristics
• Analyze performance attribution, evaluate return/risk characteristics, perform peer comparisons
• Assist research analysts in expanding their coverage list and provide analytical support
• Produce introductory reports that describe companies, basic fundamental and valuation data
• Perform project work collecting third-party information and conducting data analysis
• Help to produce research presentations and publications for internal and external use
• Promote and maintain frequent interaction with product managers and analysts
• Work on special projects as directed by the Director of Research
• Develop skill set and experience necessary to become a research analyst
• Leverage AI tools to accelerate and improve research processes
Preferred education and experience
• Four-year degree in Finance/Economics or related field
• 0-3 years of investment research or related experience
• Demonstrate commitment to achieving CFA designation
• Strong analytical skills
• Excellent communication skills, both written and oral
• Good organizational skills
• Demonstrates initiative and ability to work both independently and in a team environment
• Proficient in Microsoft Office
• Prior experience with FactSet, Bloomberg, or Advent a plus
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8 hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.