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Institutional Sales

Quo Vadis Capital, Inc.
Garden, OR Full Time
POSTED ON 7/20/2026 CLOSED ON 8/10/2026

What are the responsibilities and job description for the Institutional Sales position at Quo Vadis Capital, Inc.?

We need help building out financial models for companies to follow. In this role, you will work closely with the senior analyst and learn our approach to analyzing and forecasting companies. You will use data from FactSet or Bloomberg and enter historical financial information into financial model templates that form the basis of our forecasting tool. Special attention will need to be paid to one time or non-recurring items in historicals and we will solve for anomalies in performance. This role involves heavy use of excel, including the ability to chart, and requires the ability to read and understand 10Q and 10K filings and to interpret management guidance found in press releases and transcripts from earnings calls and presentations. This is a paid on a per-project basis and is not a full time role. You will work from home (or wherever) and receive assignments based on demand and upon completion of past projects. The ideal candidate is someone with an understanding of financial models and forecasting, facility with excel and ability to learn quickly and work independently. A finance degree or progress towards a CFA is a plus. There is some possibility that this role could evolve into a more permanent position with expanded responsibilities.

Salary.com Estimation for Institutional Sales in Garden, OR
$74,645 to $90,032
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