Equity Analyst III

This position is responsible for providing direction and analytical support for fundamental stock research, economic research and strategy, and performance analysis and attribution related to the Equity investments portfolio. Makes buy, sell, and hold stock recommendations based on research and analysis conducted.

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

• Leads equity research, company modeling, and analytical functions to support the internal management of the public equity asset class which contains global stocks across the market capitalization spectrum

• Engages in industry and sector analysis and makes purchase and sale stock recommendations

• Sources and recommends potential investments while maintaining coverage of existing holdings within a given sector; may cover two or more global sectors

• Reviews macroeconomics analyses and contributes to the formulation of timely and appropriate investment strategies for the equity funds in assigned portfolio area

• Utilizes investment software to facilitate decisions

• Leads due diligence meetings with company management and sell-side professionals

• Monitors and manages relationships with external investment managers; evaluates and selects new external managers

• Provides direction and training to more junior staff; provides coaching and feedback as necessary

• Partners with division management and Human Resources in the interviewing and hiring of new employees

• Participates in training and educational opportunities for ongoing professional development

• Maintains regular and prompt attendance in the workplace

• Carries out other duties as assigned Performs other duties as assigned

Job Qualifications

• Bachelor’s degree in finance, business administration, or economics; 10+ years of investment experience; CFA designation and/or MBA; or equivalent combination of education and experience

• Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or FactSet is preferred

• Quantitative aptitude, as evidenced by academic achievement and/or work experience

• Strong analytical, problem solving, and decision-making skills

• Oral and written communication, presentation, and negotiation skills

• Thorough understanding of financial markets, concepts, principles and theories

• Knowledge of macroeconomics and its influence on investments

• Extensive knowledge of fundamental, technical and quantitative stock analysis and valuation techniques

• Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements

• Ability to work effectively both independently and with others in a team environment

• Interpersonal skills including leadership, training, and conflict resolution

• Ability to travel both domestically and internationally as necessary for business purposes

Job Description Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice.

Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.

All Colorado PERA employees are subject to PERA’s Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading.  You may request copies of these policies from PERA’s talent acquisition team and any questions can be answered by PERA’s Investment Administration team.

About Colorado PERA

Looking for a career where you can make a difference? Colorado PERA offers benefit services to public employees across Colorado, including teachers, state troopers, snowplow drivers, correctional officers and many others who provide valuable services. As Colorado’s largest pension plan, we serve and educate over 700,000 members who are former and current public employees. 

At PERA you will earn more than a paycheck. PERA is a culture where you can grow your potential and work in an inclusive environment, where diverse perspectives are valued. We hire exceptional employees and recognize that our people are our best asset. Not only do we make sound investments for our members, PERA invests in our employees’ growth through training and leadership opportunities.

To promote wellbeing, we offer hybrid or flexible working options for most roles and a total rewards and benefit program including health, dental and vision coverage - eligibility starts the first day of the month following the date of hire for most plans; generous paid time off and volunteer hours; pension and retirement plans, including PERA’s defined benefit plan, 457 defined contribution plan, and 401(k) employer match, as applicable; tuition assistance; free, convenient on-site parking or RTD subsidy; free on-site fitness center to stay active; employee assistance program; training, leadership and mentoring programs and more. PERA is a Public Service Loan Forgiveness qualifying employer.

To learn more about life at PERA, watch this video or visit www.copera.org/careers.