Description

The Research Analyst is directly involved with the selection of U.S. large cap equities in the portfolio, the portfolio allocation, and communication both verbal and written with current and future clients. 

Selection

The Analyst is expected to self-direct their research within the bound of our investment mandate and the Large Cap Growth’s detailed philosophy. The Analyst is expected to prioritize the timeliest investments to evaluate and bring those results to the team. 

Portfolio Allocation

Within the portfolio, the analyst will propose weights of the individual holdings to best generate alpha for our clients. 

Client Communication

While client communication may be limited to begin, the Analyst is expected to contribute to responding to and proactively reaching out to clients either verbally or through written means.

Brief Firm Overview

Peregrine is 100% current and former employee owned with ~$4.5b in AUM & AUA. The firm, based in Minneapolis, was founded in 1984 and has three distinct investment styles. This position is for the Large Cap Growth Style. 

Large Cap Growth Overview 

Our objective is to translate high portfolio free cash flow growth into client returns. We focus the portfolio on companies that we believe have the most durable high growth over the next 5-10 years

Requirements

Investment Research

       Build and maintain company research coverage, either for new companies you discover or for ones that are already covered by the team.

       Develop differentiated investment thesis through primary and secondary research.

       Analyze business models, competitive dynamics, industry structure and long-term growth drivers.

       Discuss findings with the other members of the team through daily meetings and lead the team through the investment journey.

       Create and maintain detailed financial models.

• • Evaluate revenue drivers, margins, cash flow, capital allocation and valuation scenarios.
  • Track key performance indicators and compare company performance versus expectations.
  • Determine valuation through discounted cash flow modeling.

       Organize and lead conversations with management teams and outside experts.

 Portfolio and Client Support

• Write short and long communications to clients on performance and the market outlook of the team.
• Contribute to verbal conversations with clients as needed.
• Work with traders to execute trades, both team and client driven requests.
• Collaborate with sales and marketing on client requests and RFPs.