Job Description
Job Description
- Investment Research & Security Selection Conduct in-depth fundamental research across global equity markets, including company analysis, financial modeling, valuation, and risk assessment; generate high-conviction investment ideas aligned with Leith Wheeler’s long‑term, bottom‑up investment philosophy; maintain deep coverage of assigned sectors and companies, with a generalist mandate rather than narrow specialization; monitor existing holdings and investment theses, recommending buy, hold, or sell decisions as appropriate.
- Portfolio Management Support Contribute to portfolio construction, position sizing, and risk management discussions for Global Equity and U.S. SMID portfolios; support ongoing portfolio reviews, performance attribution, and risk analysis; exercise independent judgment while collaborating closely with portfolio managers on investment decisions.
- Collaboration & Communication Work closely wi...