Investment Associate

SKBA Capital Management, a value investing firm based in San Francisco, is seeking an Investment Associate to support investment, trading, and marketing functions.

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Position Overview:

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Assist members of the investment team by analyzing publicly-listed companies based on valuation judgments generated through fundamental analysis. This role requires strong writing abilities, an understanding of financial accounting, and intellectual curiosity.

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Trading responsibilities include supporting and backing up the trading function with daily processes, ad-hoc projects, and continual process improvement.

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For marketing, you will be responsible for generating portfolio data, updating external materials, and maintaining consultant databases generally on a quarterly-basis. This specific role requires a keen attention to detail, proficiency in excel, and a relentless focus on efficiency.

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Responsibilities:

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Work with analysts and portfolio managers on research projects, including maintaining proprietary databases to help drive the investment process.

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Prepare financial models for evaluating publicly listed companies based on fundamental, bottom-up company & industry research.

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Generate and utilize portfolio data (characteristics, sector weights, etc.) to update presentations and other external materials, and maintain data integrity in investment consultant databases. Drive the quarter-end data gathering and synthesis process, updating spreadsheets, databases, marketing materials and communication with team members.

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Assist in daily trading functions. Become proficient in fixed income and equity trading software. Assist the trading process with ad-hoc projects for process improvements and error reduction.

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Qualifications:

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At least two years of experience in the financial industry.

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Excellent written, verbal and interpersonal communication skills.

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Strong attention to detail and analytical abilities.

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High level of proficiency in Excel, Word, and PowerPoint. Familiarity with FactSet and Bloomberg desired.

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Able to work effectively in teams, while also being a self-starter that thrives in an entrepreneurial environment with limited bureaucracy.

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Progress towards CFA charter desired.

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Hybrid position: In-office days are required

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Salary: $85,000 – $95,000