Global Analyst-Infrastructure

Company: CFA Institute
Location: Chicago
Posted on: November 8, 2024

Job Description:

SUMMARY: This position's responsibility is to participate as a research analyst within the Infrastructure/Utilities team. The analyst will take ownership of a primary coverage list and actively contribute to the overall investment process. The analyst is expected to work closely with the senior portfolio managers and the rest of the Infrastructure/Utilities team and consistently generate risk-adjusted, excess-return ideas supported by thorough, bottom-up research.
DUTIES AND RESPONSIBILITIES: (List in order of importance; include any supervisory or management responsibilities)

• Independently conducts necessary sector and individual security research for applicable product.
  
• Generates write-ups and valuation models for assigned companies.
  
• Challenges consensus assumptions with own research findings.
  
• Makes buy, sell, and hold recommendations.
  
• Actively communicates with senior portfolio manager and other members of the Infrastructure team.
  
• Maintains relationships and proactively communicates with senior management of covered companies and industry contacts.
  
• Helps support the generation of marketing and board materials.
  
• Exchanges complex information effectively to reach agreements in ambiguous or difficult situations.
  
• Performs other duties as required by the department's group head or other senior management.
  
  MINIMUM QUALIFICATIONS: (education, experience, certifications, licenses & skills required)
  
  
• BA/BS degree and 4+ years of investment experience or an equivalent combination of education and experience.
  
• Applies expertise and knowledge or in-depth experience of several areas within a function.
  
• Previous work experience in infrastructure, utilities, or alternative energy sector required.
  
• Advanced degree (MBA and/or CFA designation) preferred.
  
• Foreign language proficiency/fluency, cultural knowledge and travel experience preferred.
  
• Proven ability to have delivered consistently strong performance and judgment in the field.
  
• Good communication (verbal and written), interpersonal and presentation skills.
  
• Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.
  
  PHYSICAL REQUIREMENTS:
  
  
• Ability to work flexible hours, travel globally, attend conferences, and meet with company management.
  
• Willingness to work in a hybrid work environment (i.e., combination of in-office and remote work). Ability to operate a computer and perform repetitive motion activities. Ability to remain in a stationary position at least 50 percent of the time.
  
  Base Salary Range: $138,000 to $153,000/annually
  The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
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Keywords: CFA Institute, Bartlett , Global Analyst-Infrastructure, Professions , Chicago, Illinois