Equity Research Analyst
Clifford Swan Investment Counselors
Pasadena, California
Firm Overview
Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment adviser serving high net worth individuals, families, and not-for-profit organizations. With over $4 billion in assets under management and approximately 950 high net worth and institutional clients, Clifford Swan is committed to providing investment management services and financial advice based on rigorous investment research and personalized, responsive client service. Clifford Swan embraces a culture of mutual respect among colleagues, staff and leadership who remain rooted in the clarity of our founders’ timeless values – client-first focus, highly personalized service, attention to detail, and complete commitment to our clients’ financial success.
Position Overview
The Equity Research Analyst will work closely with other analysts and portfolio managers on all phases of the investment process including research and analysis, financial modeling, implementation, and monitoring. Primary duties include conducting fundamental research on existing and new investment ideas, creating and maintaining models, writing internal research reports, and communicating with internal and external stakeholders.
Job Responsibilities
- Analyze industries and individual securities for the purpose of investment
- Make timely and actionable stock recommendations
- Serve as firm’s expert on assigned securities and their industries
- Create and maintain company models
- Effectively and willingly communicate analysis with portfolio management team
- Contribute to internal research-related discussions
- Adhere to core investment philosophy and process
Qualifications
- Bachelor’s degree required
- CFA and/or MBA preferred
- 5+ years experience in a fundamental equity research role
- Excellent written and verbal communication skills
- Ability to handle multiple projects
- Willingness to work in an entrepreneurial, small-company environment
- Proficiency in Microsoft Office; experience with research tools such as Bloomberg and FactSet
Do you think about business models? Do you enjoy reading 10-Ks? Are you willing to take risks based on your own analysis? Please apply.
Expected base salary for the role will generally be $85,000 – $110,000 per annum at the commencement of employment with a target annual bonus of 35% of base salary. However, the base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as discretionary bonuses, incentive packages, and firm-sponsored benefit programs.
All applications must include a resume and cover letter. Please send this information to Gretchen Lee via email at GLee@cliffordswan.com.
Posted February 2025