The Associate Financials Analyst will work in partnership with the team’s current Partner/Analyst covering the Financials sector for the US Small Cap and Mid Cap strategies. The individual will provide fundamental analysis, including financial statement and valuation analysis, of Champlain’s holdings as well as companies on Champlain’s focus list and watch list. This individual will help monitor current holdings and would be expected to contribute recommendations to the investment team in due course. The individual must adhere to Champlain’s critical sector factors and investment process, which is designed to provide clients with compelling risk-adjusted long-term returns through exposure to high quality US Small Cap and Mid Cap companies.
About the successful candidate:
Candidates must have outstanding analytical skills and be comfortable working with numbers. Excellent written and verbal communication skills are required, along with the ability to prioritize workflow and thrive in a dynamic and competitive work environment. The successful candidate will be a critical, independent thinker, with an attention to detail and an ability to contribute as a member of a team-based decision-making process. Demonstrated expertise with Microsoft Office tools, particularly Excel, is required. It is expected that the candidate will enroll in the CFA Program and earn the CFA designation in a reasonable period.
Requirements:
A Bachelor’s Degree is required. We welcome all interested recent and soon-to-be graduates to apply, regardless of academic major or course of study.
Champlain is committed to providing and preserving a work environment that promotes diversity and inclusion and is free from discrimination or harassment. Working with diverse teams help us become better humans, make better decisions, and execute on our mission to deliver exceptional investment results and develop enduring client relationships. We strive to build a firm culture that welcomes employees from a wide range of backgrounds, perspectives, and life experiences and fosters equitable opportunities for growth and success.
We recognize there are many opportunities to further this commitment to diversity and inclusion and, in that spirit, have undertaken numerous initiatives focused on various components of a more inclusive workplace, including firm-wide training on strategies for fostering inclusion, feedback and management training for multiple employee cohorts in leadership roles and unconscious bias training for all Partners, among others; the firm’s Sustainability and Culture & Development Committees also continue to look for additional ways to further this commitment.