We are a leading independent global asset manager, dedicated to delivering the best outcomes for our clients through a highly diversified range of actively-managed products. We are truly global, supporting our individual and institutional investors across a range of products, encompassing equities, fixed income, multi-asset and alternatives. Our high-energy and collaborative culture at Janus Henderson helps our client achieve their goals and ensures that our people love the place they work.
We are seeking a Research Analyst to provide investment recommendations and industry insight on the global communications industry. You will conduct deep fundamental analysis of individual companies and their respective sub-industries, identifying and forecasting the critical drivers of each company’s business. The successful candidate will successfully prioritize the determination of long-term value for their covered companies, seeking securities that are likely to outperform industry peers over many years.
Conduct research independently to formulate investment recommendations on individual securities within a dedicated sector of coverage. Careful consideration should be given to forecasted growth, competitive positioning, quality of financial reporting and management. Construct models to generate pertinent questions that need to be answered in the research process, determine critical drivers and forecast future revenue, earnings and cash flows.
Undertake research visits/meetings to formulate and extend deep industry expertise, including contact with competitors, customers, suppliers and other relevant constituents.
Compile and communicate research findings with Portfolio Managers through written notes, reports, and presentations.
Carry out additional duties as assigned.
Has responsibility for supporting portfolios that are covered by the centralized equity research team.
Yes – may provide guidance to junior staff
Technical skills and qualifications
Four-year degree in finance, economics, accounting, and/or engineering capacity required.
Post-graduate degree such as MBA, CFA and/or CPA helpful
3+ years of equity investment analyst experience required, preferably buy side, in following the telecom and/or related infrastructure subsectors
Strong stock picking skills, with a proven track record of adding value
In addition to putting clients first, acting like an owner, and succeeding as a team, the competencies for this role include:
Strong analytical skills and attention to detail
Strong creativity, initiative and drive
Strong verbal and written communication skills with demonstrated ability to communicate articulately, concisely and persuasively.
Ability to work and make decisions independently as well as function effectively within a team
Strong interpersonal skills with the ability to build relationships internally and externally
Commitment to doing whatever it takes to build the business
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as set by Janus Henderson at its sole discretion).
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).
All applicants must be willing to comply with the provisions of Janus Henderson Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position. Janus Henderson is an equal opportunity /Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.