West Financial Services Equity Analyst

Profile

West Financial Services Equity Analyst
About Us
At West Financial Services, we have spent over
30 years building a firm dedicated to taking a conservative and ethical
approach to growing and protecting our clients' wealth and prosperity. Since
our inception in 1982, we have provided financial services on a fee-only basis,
acting as a fiduciary for our clients. Each member of our team fully embraces
the importance of this role and what it means for our clients. We bring
planning excellence, investment discipline and personal service to everything
we do. We are seeking competent, motivated employees who share our commitment
to being remarkable. To attract and retain these quality individuals, we
provide a market driven salary administration program and a comprehensive
benefits package. We take pride in offering a broad benefits program to its
most valuable asset....our staff.
About The Job
West Financial Services is
currently recruiting for an Equity Analyst. If you are the chosen candidate,
you will be responsible for performing research and analysis on market trends
and investment options. This role also provides information and makes
recommendations to the Chief Investment Officer (CIO), Investment Committee and
Research Group of West Financial Services (WFS) on advisory service products
and investment selection.
Areas of focus:
General Research:
Works with
Chief Investment Officer in the development of
the investment philosophy and strategy. Maintains
a continuous study of financial news, reports, digests, and financial services
to keep informed of economic and financial conditions affecting markets. Provides Portfolio Managers and Team Leaders
with research for client-specific requests and special research projects as
assigned. Facilitates the Investment
Committee and Research Group meetings. Records
changes of approved securities by the Investment Committee for compliance
purposes. Attend industry conferences
and seminars.
Individual Stocks:
Perform fundamental
equity analysis and valuation. Develop
and maintain the stock buy list, which includes monitoring each company's
earnings and major events; maintaining periodic reports on each company's
fundamentals and performance; and identifying stocks to consider for sale or
purchase. Work with CIO and Portfolio
Managers to assign weights and ranks to approved stocks. In addition, evaluate sector performance and
recommend changes on a periodic basis.
Mutual Funds:
Develop
and utilize a standardized process for analyzing mutual fund managers and
performance. Perform due diligence on
outside mutual fund managers, which includes but is not limited to, conducting
mutual fund manager searches, identifying and monitoring appropriate indexes
and benchmarks for mutual fund managers, reviewing mutual fund manager
performance, and identifying changes to the buy list. Develop and maintain the WFS mutual fund approved
list. Construct quarterly mutual fund
review.
Portfolio Management:
Implements
the investment strategy; monitors the accounts to ensure the asset allocation
is maintained within the parameters set forth; monitors portfolio performance
and recognizes gains and losses; assists in ongoing portfolio communication
with clients; submits portfolio changes to trader; and prepares for and
conducts periodic investment reviews with clients.
Required Skills:
Position requires a bachelor degree and a thorough knowledge of U.S. Treasuries, agencies, municipal bonds, stocks, and mutual funds. Also requires a CFA designation or significant progress toward the designation is preferred. A minimum of three years work related experience is required, including experience in equity investments and asset allocation principles.
Contact involves a variety of internal and external contacts; and requires interpersonal skills to effectively deal with all types of people.
Ability to effectively express ideas orally and in writing, prepare business correspondence, summarize complex reports, write procedures, and interpret complicated policies. Also involves making verbal presentations and recommendations.
High level problem-solving skills are required; problems are technically complex and require the collection, interpretation, and analysis of data from diverse sources.
Excellent computer skills including Microsoft Excel and Word. Experience with Tamarac, Bloomberg and Morningstar Advisor Workstation a plus.
**MEMBERS ONLY**SIGN UP NOW***. requires COVID-19
vaccination(s) as a condition of employment for all employees. Submission
of Covid-19 Vaccination Card is required if hired. Accommodations may be
available for those who are unable to be vaccinated for medical or religious
reasons.

West Financial Services, a subsidiary of **MEMBERS ONLY**SIGN UP NOW***., is an
equal employment opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, disability status,
protected veteran status, or any other characteristic protected by law. We
maintain a drug-**** and select option
5. Requests are considered on a case-by-case basis.
**MEMBERS ONLY**SIGN UP NOW***. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability, gender identity, veteran status, or any other characteristic protected by law. We maintain a drug-free workplace.

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