Note: The job is a remote job and is open to candidates in USA. Quo Vadis Capital, Inc. is seeking an Institutional Sales professional to support its financial modeling and company analysis work. The role involves building and maintaining financial models, entering historical data from financial information sources, analyzing company performance, and interpreting filings and management guidance using Excel, FactSet, and Bloomberg.
Responsibilities
- Building out financial models for companies to follow
- Work closely with the senior analyst and learn our approach to analyzing and forecasting companies
- Use data from FactSet or Bloomberg and enter historical financial information into financial model templates that form the basis of our forecasting tool
- Pay special attention to one time or non-recurring items in historicals and solve for anomalies in performance
- Use Excel, including the ability to chart
- Read and understand 10Q and 10K filings
- Interpret management guidance found in press releases and transcripts from earnings calls and presentations
- Work from home (or wherever) and receive assignments based on demand and upon completion of past projects
Skills
- This role involves heavy use of excel, including the ability to chart, and requires the ability to read and understand 10Q and 10K filings and to interpret management guidance found in press releases and transcripts from earnings calls and presentations
- The ideal candidate is someone with an understanding of financial models and forecasting, facility with excel and ability to learn quickly and work independently
- A finance degree or progress towards a CFA is a plus
Benefits
- Paid on a per-project basis
- Work from home (or wherever)
- Assignments based on demand and upon completion of past projects
- Possibility that this role could evolve into a more permanent position with expanded responsibilities
Company Overview