Equity Research Associate Analyst (Year-Round Recruiting)

The Associate Analyst Role and Responsibilities

Our Associate Analyst role is a 3-year opportunity for associates work directly with one of Wasatch’s investment teams (Domestic, Emerging Markets, International Developed Markets).Our research process is highly focused on analyzing industries and businesses and finding high quality companies that offer long-term compounding returns.  Associates are involved in all aspects of the investment process from screening for new stocks to analyzing companies to monitoring the progress of portfolio companies. Responsibilities may include:

• Developing a deep understanding of the business strategy, competitive positioning, industry dynamics, near-and long-term growth drivers, and operating and financial metrics of various companies
• Researching companies through a variety of sources including company filings, interviews of company management teams and industry experts and channel checks with suppliers, customers, and competitors
• Building financial models and projections for companies to determine how changes in business trends and operating assumptions may impact the long-term return profiles
• Tracking the financial results and projections of current and prospective portfolio companies
• Identifying growth themes across industries and the companies most likely to benefit from those themes
• Contributing to all aspects of the firm’s research efforts–not ask is too small nor too large

Preferred Qualifications

•     Undergraduate and/or graduate degree with academic work reflecting a high level of rigor, independent thought, self-directed study, and creativity
•     2+years of relevant full-time, part-time and/or summer professional experience
•     Intellectual curiosity and demonstrated ability to deeply research and think about a range of topics (beyond the obvious, generally-accepted thinking)
•     Demonstrated ability to explore a range of data and perspectives and form independent opinions
•     Demonstrated interest in fundamental business analysis and equity research
•     Demonstrated research skills and the ability to develop and communicate conclusions
•     Commitment to a 3-year position; post program offers will be determined based on the firm’s needs and the individual’s performance
•     Wasatch will assist Associates with post-program job placement or graduate school recommendations and ongoing support of our network

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