What are the responsibilities and job description for the Equity Research Associate / Analyst position at Oakbridge Asset Management?
Company Description
Oakbridge Asset Management is a boutique investment manager providing tailored solutions for high net worth individuals and family partnerships. Founded in 2025 and based in Miami, our firm employs an active management style that blends fundamental and semi-systematic strategies to deliver unique investment outcomes. Our approach combines deep macro and sector expertise with proprietary quantitative models to generate optimal risk-adjusted returns. With over 20 years of combined experience in various aspects of finance, our team finds success applying the strengths of traditional fundamental investing along advanced data analytics, modern technology, and complex mathematics.
Role Description
This is a full-time hybrid role for an Equity Research Associate / Analyst located in Miami, FL. The Analyst will perform fundamental equity research on a selected group of companies, providing investment ideas for the portfolios and contributing to the investment performance of the firm. Analysts will create detailed financial projections for the companies and develop valuation analysis of stocks to develop investment recommendations for assigned stocks. Day-to-day tasks include monitoring market trends, evaluating and preparing equity reports, and collaborating with the portfolio management team to develop investment strategies. You will be covering 20-25 stocks in this role.
Qualifications
- Have a curiosity and passion to investigate things beyond the typical
- Passion for the markets and a desire to seize investment opportunities
- Ability to view uncertainty in a statistical approach
- Ability to work independently and in a team
- Strong Analytical Skills and proficiency in Financial Modeling
- Excellent written and verbal communication skills
- Bachelor's degree in Finance, Economics, or related field; advanced degrees or relevant certifications (CFA, CPA) are a plus
- 3 years of relevant work experience
- Experience in quantitative analysis and programming skills (e.g., Python, R, SQL) are a plus