Job Statement
Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970.
Sterling Capital Management LLC seeks an equity analyst to be based in our King of Prussia, Pennsylvania office. The analyst's primary responsibilities will be in support of the team's Small Cap Value, Mid Cap Value, and Real Estate products. A successful candidate would face a broad array of duties and assignments, including, but not limited to: universe screening, analyzing company fundamentals on new investment ideas and current holdings, proposing new investment ideas, maintaining various spreadsheets and databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added administrative tasks.
The successful candidate will perform security analysis and valuation of equity securities for potential inclusion in clients' investment portfolios for Sterling Capital Management.
Essential Duties and Responsibilities
- Act as a main point of contact for client and prospect inquiries and requests
- Construct financial models on subject companies
- Analyze and understand company financial statements, public filings, and various forms of investment research.
- Interview company managements and Wall Street contacts.
- Prepare written reports on companies under coverage.
- Recommend securities to be included in client portfolios.
- Review and provide feedback on other analysts' investment recommendations.
- Effectively communicate with institutional clients and consultants regarding Sterling's investment management process.
Required Qualifications
- Bachelor's Degree or equivalent education and related training
- 3-5 years of equity analysis experience
- Thorough knowledge of equity securities and their attributes
- High level of technological competence
- Strong communications skills
- Advanced analytical abilities
- Demonstrated proficiency in basic computer applications such as Microsoft Office Software products
- Ability to travel, occasionally overnight
Preferred Qualifications
- CFA Designation or progress toward designation
- MBA
Compensation
- Commensurate with experience