Industrials/Materials Equities Research Analyst

Company Description

Soros Fund Management LLC (SFM) is a family office with approximately $28 billion in net assets under management. The majority of the assets are managed on behalf of the Open Society Foundations (OSF), which was founded by George Soros and is one of the largest charitable foundations in the world. OSF supports civil society groups across the world and promotes justice, human rights, democracy, education, public health, and independent media. SFM has approximately 220 employees and is headquartered in New York with offices in London, Dublin and Hong Kong. The majority of the assets are managed internally, and SFM can invest globally in a wide range of investment strategies and asset classes, including equities, credit, fixed income, macro and private equity.                  

Position Overview

SFM is looking to add a research analyst to an internal investment team that manages a concentrated, longer duration public equity long/short portfolio with a focus on industrials, materials, and consumer discretionary.  The ideal candidate will have 5+ years of relevant experience within public markets, with at least 2+ years of experience on the buy-side.

In addition to engaging in the day-to-day responsibilities of an analyst, a successful candidate must be able to represent SFM externally without significant involvement from the Portfolio Manager. The candidate must be comfortable conducting analysis for a concentrated portfolio with low turnover and a high bar for new investments. 

Key Relationships

Reports to: L/S Equity Portfolio Manager

Other Key Relationships: SFM Investment Professionals, Risk, Trade Support and IT           

Major Responsibilities

• Provide expert guidance to the Portfolio Manager and other members of the investment team in evaluating investment opportunities for the portfolio
• Lead coverage on specific sub-sectors across industrials, materials, and consumer discretionary
• Conduct independent research, valuation, and industry analyses
• Lead due diligence efforts on potential investments including company fundamentals, industry backdrop, market considerations, and catalysts
• Analyze news and events, attend industry conferences, conduct expert due diligence
• Develop and maintain detailed corporate financial models to inform investment decisions
• Cultivate and maintain relationships with company management teams, advisors and sell side trading and research counterparties
• Provide ongoing oversight on new and existing investments, including:
  • Maintaining models, performing data analytics, evaluating risk/reward
  • Conducting company meetings independently
  • Sourcing and analyzing third-party research
  • Interacting with internal and external subject-matter experts

Requirements

• Minimum of 5+ years of relevant experience within public markets with at least 2+ years of experience on the buy-side required.
• Demonstrated industry knowledge/expertise
• Ability to conduct public equity research independently, identify and assess key opportunities and risks, and summarize results
• Ability to distill complex situations into succinct takeaways
• Excellent problem-solving and analytical skills
• Excellent written and oral communication
• Ability to manage multiple projects simultaneously and expeditiously
• Ability to work effectively with a team
• Able to take direction and show initiative as appropriate
• High proficiency in Microsoft Excel

Core Values

In all respects, needs to reflect the following SFM core values:

• Integrity
• Teamwork
• Smart risk-taking
• Owner’s Mindset
• Humility

 

Anticipated Salary Range

We anticipate the base salary for this role will be in the range of $175k – $200k

In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus, as well as other benefits. 

 

 

 

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