Job Description

Position: Equity Research Analyst

Firm Description: DF Dent and Company Inc. is an independent investment manager located in Baltimore, MD with approximately $10 billion in total firm assets. The firm is a bottom-up, long-term investor, and manages concentrated, low-turnover portfolios. The firm believes in the power of compounding and that real wealth is created by owning successful companies that continue to grow EPS over long periods. This overarching investment philosophy is applicable across the firm’s entire product lineup: All Cap Growth, Midcap Growth, & Small Cap Growth. All products are team managed.

DF Dent is looking to add a member to its equity research team. Considering that we have enjoyed success in hiring both seasoned (10-15 years of experience with some as a PM) and younger (3-5 years of experience) investment professionals, we are open-minded about a candidate’s industry experience. The key is that the candidate is highly capable and fits in well with our client-first culture. Due to our firm’s size, a strong cultural fit is critical when bringing on new team members.

The position offered will depend on the background and experience level of the successful candidate. 

Job Description:

The successful candidate will work with the firm’s Portfolio Managers and Analysts to assist with rigorous company-specific, fundamental analysis to find high-quality businesses with sustainable competitive advantages. The individual will become familiar with DF Dent’s investment philosophy and assist with all parts of the investment process.

Primary Responsibilities:

· Performing primary research including company visits, attending industry conferences, interviewing competitors and customers, and meeting with company management teams.

· Performing fundamental investment analysis including building complex financial models, analyzing company financial statements and filings, and performing valuation analysis.

· Ultimately helping to identify, evaluate, and recommend great companies and stocks to invest in for our clients.

· Listening to periodic update calls by the firm’s portfolio companies and producing summaries for the team.

· Monitoring company-specific news flow and highlighting to the PMs those items that are most relevant to the firm’s investment holdings.

Essential Skills Required:

· Advanced financial modeling and Excel skills with a thorough understanding of financial analysis and the investment process.

· Strong organizational and communication skills.

· A heightened ability to work efficiently, always with integrity and humility.

· Effective teamwork skills and ability to work both collaboratively and independently, showing initiative.

· Minimum education of a bachelor’s degree.

The ideal candidate would:

· Hold the Chartered Financial Analyst designation.

· Have prior experience in equity research.

· Be hungry and motivated to do a great job and succeed.

· Have a passion for investing and an understanding of the stock market.

Salary and Benefits

Compensation will be competitive and commensurate with a candidate’s qualifications and experience. Compensation also includes generous benefits and a discretionary bonus including:  

· Employer-paid Profit-Sharing Plan

· Employer-paid Medical Insurance premiums

· Employer-paid parking in the office garage

· Employee option for Health Care Spending Accounts

DF Dent is an equal employment opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment background checks.

To apply for this opportunity, please send your resume, cover letter, and any relevant writing samples to brooke@dfdent.com. 

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