The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful and selfless in the execution of all tasks.
- Minimum of three years of experience, CFA preferred
- Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models.
- Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management.
- Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector.
- Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials and/or utilities sector.
- Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction.
- Keep abreast of industry and academic research and identify new research ideas.
- Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm’s investment philosophy and process.
- Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy.
- Work closely with portfolio managers in shaping and executing Clark’s Quantitative and Fundamental Equity Strategies.
