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Senior Equity Research & Portfolio Analyst

CFA Institute, Milwaukee, WI, United States


A boutique investment management firm in Milwaukee, Wisconsin is looking for an experienced equity analyst to join their investment team. The successful candidate will conduct independent research on equity holdings and enhance the firm's collaborative decision-making process. This role requires a minimum of 7 years of experience in equity analysis, particularly in Large Cap Growth, and a strong focus on personal integrity and teamwork. A CFA or MBA is preferred, with proficiency in S&P Global Capital IQ and Advent Axys required for success. #J-18808-Ljbffr