Job Description

About Us

The Ithaka Group is an independent investment boutique specializing in managing high-quality, concentrated growth equity portfolios. Our team of dedicated investment professionals conducts in-depth research and analysis to identify compelling investment opportunities across the four classic growth sectors. We pride ourselves on fostering a collaborative and intellectually curious environment.

Position Overview

We are seeking a highly motivated and detail-oriented Equity Research Associate to join our team. This role offers a unique opportunity to work closely with senior investment professionals in analyzing equities and contributing to the firm's investment decision-making process. The position is a full-time role with a commitment of 2-4 years , providing a foundation for future career advancement in investment management or related fields.

Key Responsibilities

• Build and maintain detailed financial models to forecast company and investment performance and valuation.
• Prepare investment memos, presentations, and reports to support investment team recommendations for current portfolio holdings.
• Monitor industry trends, macroeconomic developments, and competitive dynamics impacting investment theses.
• Conduct deep fundamental research and analysis on publicly traded large-cap companies across the Technology, Health Care, Financial, and Consumer Discretionary sectors.
• After an initial training period of 9-18 months, collaborate with portfolio managers and other team members to identify and evaluate investment opportunities outside of the portfolio.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or a related field. Progress towards the CFA and/or a desire to attain the CFA is a plus.
• 0-2 years of experience in equity research, investment banking, or a related analytical role.
• Passion for investing and intellectual curiosity about markets and industries.
• Self-starter with the ability to work independently.
• Excellent written and verbal communication skills.
• Exceptional analytical and problem-solving abilities with keen attention to detail.

Compensation

This position offers a competitive base salary and a performance-based bonus. Total compensation will be commensurate with experience and qualifications.

Firm Location

The Ithaka Group is headquartered in the Washington DC metropolitan area. The role requires on-site employment, and defers to the U.S. stock market holiday schedule for closures.

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