Investment Research Analyst

About Bridges Trust

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

About the role

As an Investment Research Analyst, you will play a key role in our ability to provide internally managed equity solutions for our institutional and individual clients as you consistently deliver valuable research and insights that drive strong investment performance. This includes generating new investment ideas, making sound recommendations, and actively participating on the Investment Committee and Internal Strategies team working collaboratively across the firm.


What you'll do

• Proactively Research and Identify Investments consistent with the firm's philosophy and maintain a deep understanding of coverage area providing an opportunity for value creation and competitive advantage. This involves conducting a rigorous assessment of fundamentals, management, growth drivers and valuation metrics following the firm's investment equity process:

• • The quality of the business and the durability of the franchise

• • The opportunity for growth in business value at an attractive rate over time

• • Establishing a fair value estimate

• Through contextualizing your recommendations within existing portfolios and demonstrating an understanding of current market trends and valuations, you will Generate Differentiated Ideas that produce strong investment returns. While the firm's investment horizon is long, an ability to work quickly, nimbly, and decisively in turbulent market conditions is essential.

• Demonstrate curiosity, combined with a deep understanding of a range of industries, sectors and companies that will provide Value-Added Decision-Making Support to the Internal Strategies team and the firm's portfolio managers as they deploy capital. Strong analytical skills, communication skills and an ability to work well in a team-oriented, collaborative culture will contribute to your success.

• Your knowledge, skills, and experience will benefit others as you actively model the way in support of firm culture, values, and business philosophy. With self-awareness and a growth mindset, you will work to continuously improve your skills as an analyst, investor, and teammate.

Qualifications

• Bachelor's Degree in Business or equivalent experience in the financial services industry is required.

• A Graduate degree or progress towards CFA, preferred.

• Minimum of 2+ years of relevant work experience.

• Demonstrated proficiency in analyzing and valuing public companies consistent with Bridges Trust's investment philosophy.

• Proficiency in Excel, Bloomberg and FactSet.

• Strong written and verbal communication skills.

• Ability to add value in a team-oriented environment.

• Personal values that are consistent with Bridges Trust's culture.

Why Join Us?
You'll be part of a collaborative, client-centered team dedicated to delivering exceptional service. We offer a supportive culture, opportunities for professional growth, and a meaningful career path in the financial services industry.