At Cabot Wealth Management, our employees are one of our most valuable assets. We offer career opportunities for financial service professionals as well as talented individuals seeking a career in financial services. Our team takes education and professional growth very seriously, having attained professional designations, including CFP®, CFA, CHFC, and CRPS. We recognized that it takes many different skill sets to serve our clients at the highest level. As such, we take a team approach in meeting – and exceeding – our clients’ needs.
We currently have the following position open:
Associate Equity Analyst
Cabot is seeking a capable equity analyst to assist a four-person Portfolio Management team managing approximately $700 million high-net-worth client base.
Seeking a well-educated and trained analyst to perform investment analysis and assist an experienced team of Growth-Oriented Portfolio Managers. Ideal candidate will have at least one year of hands-on analyst experience with a proven ability to perform basic investment analysis.
Highly proficient writing skills and extensive Excel skills are a must. Looking for a team-oriented individual who can communicate well, who has strong interpersonal skills and can work independently on specific assignments. This is an outstanding opportunity for an analyst to work with Chief Investment Officer and firm founder Rob Lutts and three individuals with extraordinary experience and abilities. See the biographies of the portfolio management team under the “Meet the Team” section of our website.
Ideal candidate will have solid education in business management with a track record of excellence. MBA not required but would be a valuable asset. CFA candidate is a plus though not mandatory. Must have samples of written analysis and have demonstrated ability to review and analyze a wide range of industries and have an excellent understanding of valuation and an understanding of new, emerging industries and markets. The firm has a global focus with an interest in Emerging Markets and Global Opportunities, therefore skills in this area would be appreciated. Position will manage customized research projects, company analysis, and investment themes or country specific analysis.
This candidate will also assist in portfolio management duties including trade order management implementation and portfolio review and assorted other administrative duties to assist in the portfolio management function. Cabot Wealth Management, Inc. has a global growth focus with securities exposure in China, India, Singapore, Brazil, and Malaysia in addition to traditional US, Canada and Europe exposure.
Salary: Competitive Base salary plus performance bonus related to quality and quantity of research performed.
Please submit sample research along with your resume and work history to firstname.lastname@example.org.