Equity Analyst – Adams Funds
About Adams Funds
Adams Funds is an investment manager with $3.8 billion in assets under management. Adams Diversified Equity Fund and Adams Natural Resources Fund are two of the oldest and most respected funds, approaching 100 years of providing competitive returns to shareholders. Our team of experienced research analysts are intimately familiar with the sectors they cover. Investment decisions are made by combining systematic evaluation tools with fundamental, bottom-up securities analysis to identify attractive investments, and our analysts working closely with portfolio managers in the portfolio construction process.
Role Summary We are seeking an equity analyst to cover one or more of the Energy, Basic Materials, Utilities, and Alternative Energy sectors across both our funds. The position is located either in Baltimore, MD or Palm Beach Gardens, FL.
Responsibilities
Conduct primary research of all stocks in the major industry groups within the sectors
Generate new investment ideas utilizing internal screening models and tools as well as fundamental analysis
Make recommendations in team-driven portfolio management discussions
Closely monitor existing holdings
Understand and incorporate the risk dynamics of the sector and individual stocks into the decision-making process
Requirements
Bachelor’s degree with an MBA and/or CFA preferred
A minimum of seven years of investment experience
Specific experience in Energy, Basic Materials, Utilities or Alternative Energy a plus
Ability to work effectively in a team-based environment
Compensation
Salary range of $180,000 to $220,000, depending on experience
Variable annual bonus, adjusted for fund and employee performance
Benefits include employer-provided health, vision, and life insurance coverage, long-term disability, 401(k) and deferred compensation plans, tuition reimbursement, paid vacation and sick days, and paid parking
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Adams Funds is an investment manager with $3.8 billion in assets under management. Adams Diversified Equity Fund and Adams Natural Resources Fund are two of the oldest and most respected funds, approaching 100 years of providing competitive returns to shareholders. Our team of experienced research analysts are intimately familiar with the sectors they cover. Investment decisions are made by combining systematic evaluation tools with fundamental, bottom-up securities analysis to identify attractive investments, and our analysts working closely with portfolio managers in the portfolio construction process.
Role Summary We are seeking an equity analyst to cover one or more of the Energy, Basic Materials, Utilities, and Alternative Energy sectors across both our funds. The position is located either in Baltimore, MD or Palm Beach Gardens, FL.
Responsibilities
Conduct primary research of all stocks in the major industry groups within the sectors
Generate new investment ideas utilizing internal screening models and tools as well as fundamental analysis
Make recommendations in team-driven portfolio management discussions
Closely monitor existing holdings
Understand and incorporate the risk dynamics of the sector and individual stocks into the decision-making process
Requirements
Bachelor’s degree with an MBA and/or CFA preferred
A minimum of seven years of investment experience
Specific experience in Energy, Basic Materials, Utilities or Alternative Energy a plus
Ability to work effectively in a team-based environment
Compensation
Salary range of $180,000 to $220,000, depending on experience
Variable annual bonus, adjusted for fund and employee performance
Benefits include employer-provided health, vision, and life insurance coverage, long-term disability, 401(k) and deferred compensation plans, tuition reimbursement, paid vacation and sick days, and paid parking
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