Investment Analyst

About the Role

We are a family office that invests in long-term compounders: high-quality public companies with durable competitive advantages, aligned management, attractive reinvestment opportunities, and the ability to compound intrinsic value over many years.

We are looking to add an Investment Analyst to the team, ideally with approximately 2-4 years of experience conducting fundamental research on publicly traded companies.

We increasingly use Python, LLMs and other AI tools to enhance and accelerate the investment research process. The ideal candidate combines strong fundamental investing skills with hands-on experience using Python or AI-assisted coding for data collection, automation, and investment-research workflow.

This role is well suited for someone early in their investing career who has “caught the investing bug”. We value independent thinking, intellectual curiosity, and enthusiasm for discovering exceptional businesses across industries and geographies.

Key Responsibilities

• Identify and research high-quality public companies with the potential to compound value over long periods.
• Conduct fundamental research on business models, competitive advantages, management, capital allocation, financials, and valuation.
• Build and maintain Excel-based financial models.
• Use Python, LLMs, and AI tools to collect and analyze data, automate research, and improve the investment process.
• Clearly articulate investment cases, including thesis, key drivers, upside/downside, valuation, and risks.
• Monitor existing positions, updating views as new information emerges and risks/opportunities evolve.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (or equivalent professional experience).
• Approximately 2-4 years of relevant experience conducting bottom-up fundamental research on public companies.
• Experience with a long-term, quality-growth, compounder, or fundamental value investing approach is preferred.
• Strong understanding of financial statements, SEC filings, and key performance metrics.
• Hands-on ability with Python or AI-assisted coding for data analysis, automation, or research workflows.
• Strong Excel, communication, and independent-thinking skills.

Additional Considerations

We place a premium on genuine, demonstrated interest in long-term investing and compounders—whether through personal investing, prior research, or contributions to platforms such as SumZero, VIC, Seeking Alpha, or Substack.