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Associate Equity Research Analyst

Position: Associate Equity Research Analyst

Location: Louisville, KY

Status: Full-time

Reports To: Director of Research

Job Description: Provides insightful equity securities analysis across multiple industries under River Road’s Absolute Value® investing philosophy.  Collaborates efficiently with all River Road Investment Business Groups (IBGs) in evaluating current and prospective portfolio holdings to identify attractive risk and reward investment potential.  Applies the appropriate research and modeling techniques to effect sound investment decisions.

Primary Responsibilities:

  • Produces timely, accurate, and insightful research summaries of new ideas for portfolio managers
  • Builds detailed financial models and performs thorough due diligence on business strategy, management, customers, competitors, suppliers, and industry dynamics
  • Formulates and maintains forward looking investment recommendations (buy/sell/hold) and develops strategy for securities held in the portfolio
  • Initiates timely discussions with portfolio managers on current or potential holdings
  • Maintains a watchlist
  • Contributes to investment team meetings and process discussions

Experience & Qualifications:

  • Bachelor’s degree required; major in finance, economics, accounting, or related field strongly preferred
  • Masters of Business Administration (MBA) and/or progress towards Chartered Financial Analyst (CFA) designation and/or Certified Public Accountant (CPA) is preferred
  • Must have 2+ years of demonstrated experience in business analysis
  • Must be ready to build a career in Louisville, KY
  • Proficient with MS Office applications/exceptional Excel skills
  • Must have a demonstrated affinity for investing
  • Must exhibit a strong passion for the industry
  • Must be committed to River Road’s organizational beliefs
  • Understanding of valuation, accounting, and economic principles across many industries
  • Understanding of the strengths, weaknesses, and nuances of different valuation and investing methodologies in the context of River Road’s Absolute Value® investment approach
  • Fundamental knowledge of River Road’s IBG investment strategies and individual department functions
  • Fundamental knowledge of SEC company filing structures as related to public equity investing
  • Fundamental knowledge of the asset management industry, including client types, communication aspects, customer service, and reporting standards
  • Passion and commitment for Absolute Value® investing
  • Aptitude for translating valuation subject matter into pragmatic investment discussions
  • Shows the ability to take a contrarian view
  • Devoted to reading financial statements, industry reports, policy papers, and trade journals
  • Ability to complete core modeling and analysis techniques of both corporate and securities finance
  • Strong verbal and written communication skills
  • Operates with a sense of urgency
  • Professionally mature and intellectually honest


Applicants are asked to include a cover letter with their application.

To apply, please email careers@riverroadam.com

River Road Asset Management is an equal opportunity employer and a drug free workplace.