Analyst, Equity Research

ABOUTAt the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Investment Solutions Team at the Bahnsen Group is an integral part of achieving this vision. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 90 employees. The firm manages over $8.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over 29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.OPPORTUNITYThe Bahnsen Group (TBG) is looking for an Analyst to join their Equity Research group within their Investment Solutions Department. This role is a full-time, in-office position for our Newport Beach, CA office. The position is focused on TBG's Core Dividend portfolio and providing equity research coverage. The Analyst will conduct bottoms-up fundamental research with a focus on companies that are paying and growing their dividend over time. The Analyst will work with experienced portfolio management professionals, including Co-CIOs David Bahnsen and Brian Szytel. RESPONSIBILITIESConduct fundamental driven research on portfolio companies & prospect pipeline Monitoring of portfolio holdings, attend earnings calls, & cover sell-side analyst reportsAnalyze financial statements, track key catalysts, news, and market movementsPrepare investment reports to communicate research with analyst team & portfolio managersBuild and maintain financial modelsQUALIFICATIONS 3 years experience -- relevant experience analyzing equities (value/dividend focused preferred)Experience with FactSet or Bloomberg (preferred)Bachelor's degree in Math, Economics, Finance, Engineering, or related (preferred)Passion for bottom-up research & long-term investingStrong Excel skills CONSIDERATIONSalary commensurate with experienceFull benefits package including medical, dental, vision, and disability401(k) plan with TBG contribution of 3% of compensationDiscretionary annual bonus

Salary : $85,000 - $115,000