Investment Research & Security SelectionConduct in-depth fundamental research across global equity markets, including company analysis, financial modeling, valuation, and risk assessmentGenerate high-conviction investment ideas aligned with Leith Wheeler’s long-term, bottom-up investment philosophyMaintain deep coverage of assigned sectors and companies, with a generalist mandate rather than narrow specializationMonitor existing holdings and investment theses, recommending buy, hold, or sell decisions as appropriate
Portfolio Management SupportContribute to portfolio construction, position sizing, and risk management discussions for Global Equity and U.S. SMID portfoliosSupport ongoing portfolio reviews, performance attribution, and risk analysisExercise independent judgment while collaborating closely with portfolio managers on investment decisions
Collaboration & CommunicationWork closely with other member...
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