Research Fellow Full-time

The Research Associate will help FBB’s investment team execute its research and portfolio management process. The Research Associate will generate data, analysis, and insights and periodically contribute to group meetings with senior members of FBB’s Investment Committee. The role will include undertaking financial research and reporting on existing and potential investments. The successful candidate will be able to initiate new proposals and provide maintenance research on existing holdings across some or all of the following asset classes: equities, fixed income, ETFs and mutual funds (third-party investment manager research), commodities, and private markets. The associate will gain experience in the fundamentals of financial modeling, capital markets and manager research.

Duties and Responsibilities

Assist with weekly meeting prep, quarterly rebalancing charts, monthly attribution, and other ad-hoc financial analysis projects

Work with other research team members to create and / or update investment summary reports on equity holdings

Create similar summary reports for various asset classes and strategies

Evaluate the performance of and process behind historical investments with risk management in mind

Create and update annual reports for equity strategies

Use artificial intelligence (AI) tools to streamline all relevant tasks

Work towards unassisted equity research responsibilities including evaluating macroeconomic data, analyzing financial statements, and utilizing press releases, earnings conference calls, company presentations, and financial filings (10Qs, 10Ks, etc.) to evaluate corporate strategy

Work with senior research analysts to create financial statement pro-formas, construct valuation models, and assist in making informed recommendations

Qualifications

Proven full-time or internship experience in financial analysis, with a preference for investment research and analysis (0 - 3 years preferred)

Solid understanding of financial modeling, statistics, and economics

Strong use of Excel, and other financial analysis software. Experience with Claude or ChatGPT is preferred

Excellent quantitative and qualitative analytical skills

Familiarity with and experience in the use of risk models and portfolio management techniques

Experience working in a team environment where they have developed and honed problem solving and communication skills

Strong, relevant academic credentials (BA/BS) in quantitative analysis (economics, accounting, finance, math, engineering, etc.) or qualitative analysis (psychology, journalism, or related field)

Progress toward the Chartered Financial Analyst (CFA) designation highly preferred

Interest and/or experience in a particular industry (technology, energy, utilities, etc.) also a plus

Participation in college-level investment clubs or organizations is a plus

Compensation and benefits

Salary and bonus will be commensurate with experience, within a general range of $60,000 to $80,000 per year

Benefits include dental, vision, health care, 401(k), life and disability insurance

Partial and/or full financial support for professional accreditation/continuing education requirements and other professional/leadership development opportunities available

FBB Capital Partners is an Equal Opportunity Employer

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