Research Associate - Hybrid

This position is responsible for providing effective, efficient support to Analysts and Senior Analysts in all steps of the equity research process. It is important to note that Brandes operates in a hybrid work environment and you will be required to be in office at least 3 days per week. This program is designed to provide a four-year opportunity in a privately held buy-side value firm. Employment beyond the completion of the program may be considered for exceptional employees.

 

    • San Diego, CA
    • Investments

Description

 

About Brandes

Founded in 1974, we are an independent employee owed global value investor with a 100-year vision.  We manage portfolios and our business with that in mind.  Part of this focus means investing significantly in our business and our people.  We recognize investing in our people is critical to our ongoing success.  

Salary

The base salary range for this position is $87,500 - $92,500.  Research Associates also participate in a generous bonus program.  Brandes offers comprehensive health, wellness and retirement benefits as well as workplace and offsite social gatherings.  

Summary

This position is responsible for providing effective, efficient support to Analysts and Senior Analysts in all steps of the equity research process. It is important to note that Brandes operates in a hybrid work environment and you will be required to be in office at least 3 days per week. This program is designed to provide a four-year opportunity in a privately held buy-side value firm. Employment beyond the completion of the program may be considered for exceptional employees.

 

Responsibilities

  • Security Analysis and Evaluation – Conduct historical financial analysis, build and maintain valuation models, and assist in the valuation process of individual equities. Participate in meetings with senior management teams from around the globe and interact extensively with sell side research analysts.
  • Report Writing – Clearly and concisely present the conclusions of the research process in written form, including drafting company descriptions, industry analyses, and valuation discussions.
  • Presentations – Verbally communicate and present company specific research in group settings, including fielding questions from internal investment professionals.
  • Information Collection – Collect, organize, and distill industry data from a wide variety of sources including company financial reports, presentations, third-party research, trade journals, periodicals, books, databases, and newswire services.
  • Idea Generation – Create, maintain, and evaluate equity screens with the purpose of finding potential new investment ideas.
  • Other – Provide periodic support for client retention and marketing activities.  Assist in maintenance of the firm’s statistical databases. Maintain ongoing knowledge of departmental procedures. Perform special projects as needed. Maintain confidentiality of client information. Attend and participate in staff meetings.

Job Requirements

Skills and experience critical to success

  • College graduate with up to 2 years of experience
  • Ability to think quantitatively and analytically
  • Business writing aptitude
  • Foreign language skills are valued, especially Japanese and Mandarin
  • Passion for investing
  • Accounting and corporate finance skills a plus

Values and Characteristics critical to success

  • Faultless integrity
  • Long-term value oriented perspective
  • Commitment to excellence
  • Self-Motivated
  • Disciplined
  • Strong work ethic
  • Humility
  • Belief in the firm’s mission

Be an exceptional firm which provides superior investment advisory services in an atmosphere of accomplishment and enjoyment.

Qualifications

The level of pay within the range will depend on a variety of job-related factors.