Investment Associates analyze companies and industries for investment opportunities, conducting valuations and financial modeling, and participating in investor communications.
Job Description
Investment Associates work closely with Investment Analysts and Portfolio Managers to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst Role.
Opportunities may be available from time to time in any location in which the business is based for suitable candidates. If you are interested in a career with Citadel, please share your details and we will contact you if there is a vacancy available.
Key Responsibilities:
Skillset Requirements:
In accordance with applicable law, the base salary range for this role is $150,000 to $175,000.
In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs.
About Citadel
Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.
Investment Associates work closely with Investment Analysts and Portfolio Managers to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst Role.
Opportunities may be available from time to time in any location in which the business is based for suitable candidates. If you are interested in a career with Citadel, please share your details and we will contact you if there is a vacancy available.
Key Responsibilities:
- Conduct differentiated, bottoms-up fundamental analysis of companies, business models, relevant industry metrics and industries, becoming a go-to expert on a sub-sector of companies
- Perform detailed valuation, and construct in-depth company financial models in Excel
- Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager
- Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage
- Attend industry conferences and management meetings (includes travel)
- Identify and analyze relevant industry metrics
- Evaluate new coverage opportunities
Skillset Requirements:
- Prior investment banking, private equity, long-only and/or sell-side research experience
- Bachelor's degree or equivalent experience, preferably in finance, economics, engineering and/or computer science
- Passion for fundamental analysis and public markets investing
- Advanced understanding of accounting/financial statements
- Valuation experience and excellent Excel modeling skills
- Excellent analytical and quantitative skills, with strong attention to detail
- Strong written and oral communication skills
In accordance with applicable law, the base salary range for this role is $150,000 to $175,000.
In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs.
About Citadel
Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.
Similar Jobs at Citadel
Information Technology • Software • Financial Services • Big Data Analytics
Leads strategy, roadmap, design, launch, and scaling of data-driven health and human performance programs. Evaluates care models and digital health technologies, develops business cases and product requirements, manages vendors and cross-functional stakeholders, tracks outcomes, and drives program iteration. Partners with the Chief Medical Officer and Benefits team on health services, analytics, healthcare navigation, and employee health initiatives.
Top Skills:
Analytics PlatformsDigital Health Technologies
Information Technology • Software • Financial Services • Big Data Analytics
Optimize and manage portfolio-level trading strategies by translating quantitative research into production. Tune allocators and risk, minimize trading costs and market impact, monitor performance in real time, and conduct statistical research to improve risk-adjusted returns.
Information Technology • Software • Financial Services • Big Data Analytics
An 11-week Finance and Accounting internship offering placements in corporate accounting, fund and broker-dealer accounting, or financial reporting. Responsibilities include auditing expense reports, supporting cash receipts and journal entries, assisting with regulatory and financial reporting, monitoring compliance, overseeing accounting records and NAV calculations, supporting audits, and researching U.S. GAAP and IFRS questions. Interns also identify process improvements and collaborate with stakeholders.
Top Skills:
ConcurIfrsExcelU.S. Gaap
What you need to know about the Ottawa Tech Scene
The capital city of Canada and the nation's fourth-largest urban area, Ottawa has proven a rapidly growing global tech hub. With over 1,800 tech companies, many of which are leaders in their sectors, the city's tech talent now makes up more than 13 percent of its total workforce. This growth is driven not only by the big players like UL Solutions and Dropbox, but also by a thriving startup ecosystem, as new businesses emerge to follow in the footsteps of those that came before them.
