Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field. MBA or CFA designation preferred. 2-4 years of experience in equity research, investment banking, private equity, or a related field. Strong analytical skills with the ability to interpret complex financial data and identify key investment opportunities. Excellent communication and presentation skills, with the ability to articulate investment ideas and strategies clearly and persuasively. Proficiency in financial modeling and valuation techniques. Knowledge of corporate governance principles and experience with shareholder activism is a plus. Ability to work independently and as part of a team in a fast-paced, dynamic environment. High level of integrity, professionalism, and attention to detail. Responsibilities: Conduct in-depth research and analysis of potential investment targets, focusing on identifying undervalued companies with opportunities for strategic improvement. Monitor and analyze financial statements, market trends, and industry developments to support investment decisions. Develop detailed financial models to evaluate the impact of proposed strategic initiatives on company performance and shareholder value. Collaborate with senior analysts and portfolio managers to formulate investment theses and activist strategies. Prepare comprehensive investment reports and presentations for internal and external stakeholders. Engage with company management teams, board members, and other stakeholders to advocate for strategic changes and improvements. Track and report on the performance of activist investments, providing regular updates to the investment team. Stay informed about regulatory developments and best practices in corporate governance and shareholder activism.
