Job Summary
We are seeking an experienced public and private equity/debt analyst to work closely with the principals in managing our onshore and offshore security portfolio.
Unlike most investment managers, we invest primarily our own capital. We believe successful investors should be capable of generating attractive long-term returns in both favorable and challenging markets. Our investment philosophy is highly concentrated, opportunistic, and disciplined. We approach the markets as long-term investors, not short-term traders. Nevertheless, when exceptional opportunities arise, we are prepared to act decisively.
We are looking for a broadly educated generalist rather than a narrow specialist. The successful candidate will possess intellectual curiosity, sound judgment, and the ability to synthesize information from many disciplines into thoughtful decisions.
Responsibilities
- Research and evaluate public and private equity and debt investment opportunities.
- Perform rigorous qualitative and quantitative analysis.
- Develop well-supported investment recommendations.
- Monitor existing investments and identify opportunities to increase or reduce positions.
- If appropriate, prepare concise written reports and investment memoranda.
- Present investment ideas and recommendations to the principals and Board of Advisors.
- Assist with portfolio strategy, asset allocation, and risk management.
- Contribute to special projects.
Desired Attributes
The successful candidate will demonstrate:
- The ability to analyze both qualitative and quantitative information and reach sound, well-reasoned conclusions.
- A successful record of investment analysis or portfolio management.
- Excellent judgment and disciplined decision-making.
- Intellectual curiosity and a commitment to continuous learning.
- Broad interests extending beyond finance, including economics, politics, technology, and business.
- A stable and successful employment history.
- The desire to work as a trusted partner with the principals rather than simply as an employee.
- Excellent verbal, written, and presentation skills.
- The ability to communicate complex ideas clearly and persuasively.
- The ability to work independently in a fast-paced environment with minimal supervision.
- The willingness to work closely with our Board of Advisors.
- A strong understanding of U.S. equity and fixed-income markets.
- Exceptional attention to detail, accuracy, and integrity.
Required Qualifications
- Minimum of 10 years of experience in equity and/or debt investing or investment analysis.
- Demonstrated success in identifying, evaluating, and monitoring investments.
- Advanced proficiency in Microsoft Office, particularly Excel.
Preferred Qualifications
While not required, the following qualifications would be viewed favorably:
- MBA.
- CFA designation.
- CPA designation.
- Knowledge of international equity and fixed-income markets.
- Familiarity with U.S. tax considerations affecting investments.
- The financial capacity and desire to invest alongside the principals.
Location of Administrative Office
· Phoenix, Arizona
Candidate’s Office Location
· Preferably Phoenix Metropolitan Area
Compensation/Time Spent/Committment
· This is not a full time position, as such compensation will be commensurate to experience and agreed upon time commitment. We recognize the candidate will have other business interests, we would expect our business needs to come first.
Pay: From $75,000.00 per year
Benefits:
- Flexible schedule
- Relocation assistance
Experience:
- Investment management: 10 years (Required)
Work Location: Hybrid remote in Paradise Valley, AZ 85253
