Wm Smith& Co. is an event-driven, special situations, institutional research firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. Since 1983, we have followed and studied this methodology, which provides the Company with good insight into how successful investors think.
Fearnley Securities AS was established in 1987 and is an independent full service investment bank, a member of the Oslo Stock Exchange, and part of the Astrup Fearnley Group. The Group has approximately 300 employees with a strong global presence with offices in 14 strategic locations around the world, including Oslo (HQ), Paris, London, Sopot, Houston, Caracas, Tokyo, Seoul, Beijing, Shanghai, Hong Kong, Mumbai, Bangkok and Singapore.
Investment advisory firm with $11.3 billion in assets under management as of 12/31/12. Components include mutual fund, private equity, and wealth management.
WhiteSand Research, LLC is a premier independent research firm that provides unbiased, timely research to help our clients understand the opportunities found in the universe of Special Situations. We identify and analyze the key financial information, strategic issues and trends that affect companies and provide fundamental research that seeks to capitalize on the most inefficient and attractive investment opportunities in the equity arena.
Wood Mackenzie is a global energy and mining research and consultancy group with an international reputation for supplying comprehensive data, written analysis and consultancy advice. (Wikipedia)
A broker-dealer based in greater Philadelphia is seeking to hire a Research Administrator. Primary responsibilities include providing administrative support to senior research personnel, including updating spreadsheets, creating charts in Excel, and processing research notes. Candidates must have 1-2 years’ experience in an accounting or finance related role and be willing to relocate, if applicable, to the Greater Philadelphia market.
A broker-dealer based in greater Philadelphia is seeking to hire a Senior Research Analyst and Institutional Equity Sales Representative with expertise in the REIT space. The Senior Research Analyst will be responsible for launching and maintaining research coverage of U.S.-based equity REITs. The Sales Representative will be responsible for the marketing of equity research products, sale of securities in connection with investment banking transactions, coordination of road shows and other marketing events, and administration of client accounts. Candidates for these positions should have established relationships within the asset management community and be well regarded. Relocation to the greater Philadelphia area is not a prerequisite.
EVA Dimensions provides software tools and training and support services that help corporate teams and consultants to measure, analyze, and improve corporate performance, and that enable institutional investors to make better investing decisions – all with the power of EVA and the EVA Momentum ratio framework. EVA Dimensions also maintains a 9,000 company global file on EVA metrics as reference points for benchmarking performance, setting targets, and assessing expectations.
ITG is an independent research broker partnering with global portfolio managers and traders throughout the investment process, from investment decision through to settlement.
Mark Leibovit, CIMA, launched VR Strategic Consultants to provide his highly regarded technical analysis to a select group of institutional and hedge fund managers. His market expertise is founded on his cyclical and sentiment studies and on his proprietary Volume Reversal ™ indicator. Mr. Leibovit enables his clients to enhance their funds profitability by exploiting the momentum and volatility of short and intermediate market moves. His strategy includes sectors, stocks, exchange traded funds and indexes. Respectful that each fund manager has his own unique portfolio management style VR Strategic can individually design a program to meet your funds specific stock or timing requirements.
Since 1981, Wall Street Access has combined an independent, entrepreneurial culture with a powerful platform to build and operate a diverse set of successful financial services businesses. From execution services, fixed income and securities research to wealth management, our firm has the expertise, depth, flexibility and capital to quickly seize emerging opportunities. Wall Street Access has successfully evolved through many market cycles while always remaining a trusted and reliable partner for our clients.
SunTrust Robinson Humphrey is the full-service corporate and investment banking arm of SunTrust Banks, Inc. and is headquartered in Atlanta, Georgia. We provide comprehensive capital raising, strategic advisory, risk management, and investment solutions to serve the needs of corporate clients across the nation. We also offer fixed income and equity research, sales and trading for institutional investors.
We have extensive experience working with public and private companies of all sizes – from emerging growth to the Fortune 500. Our team of tenured professionals leverages in-depth market and industry expertise, along with a thorough understanding of each client’s unique circumstances, to deliver thoughtful, unbiased advice and creative solutions that are relevant to your specific goals.
The United Services Automobile Association (USAA) is a Texas-based diversified financial services group of companies which includes a Texas Department of Insurance regulated unincorporated, reciprocal inter-insurance exchange and a Fortune 500 financial services company offering banking, investing, and insurance to people and families that serve, or served, in the United States military. At the end of 2011, there were 8.8 million members. 2.5 million of the total of 8.4 million members were subscribing members who have about $7–8 each on deposit with the exchange to guarantee its financial capabilities.[citation needed] The company reported a surplus [not Net Worth] of $19.3 billion in 2011.
We are looking for a Junior TMT equity analysts with 1-3 years of experience (Positions available on East and West Coast). We prefer candidates with experience covering software, media, telecom services or networking equipment. Previous Buy Side or Sell Side experience is a MUST and industry contacts are a huge positive. We are an Independent research advisor focusing on long and short term growth trends in TMT and Healthcare. If interested please send resumes to
In high-pressure, competitive markets, the winners are the ones who quickly and consistently master highly specific situations.
Whether you're investing in traded securities, acquiring a private business, or entering a new market — to get an edge on the competition, you need superior insight. And as the pace of business accelerates, you need that insight fast.
AlphaSights provides you quickly and discreetly with direct access to the best possible source of frontline insight: experienced professionals operating in your specific field of interest, however niche or specialised it may be.
Assist Senior Mgmt with M&A strategy, due diligence, valuation analysis of potential acquisitions. Prepare complex financial models to value companies using discounted cash flows, earnings dilution analysis. Prepare detailed offering memoranda and management presentations; manage seller due diligence inquiries and visits. Facilitate the negotiation of purchase agreements and other ancillary M&A documents. Previous IB, PE or Corp. Dev/M&A Analyst experience in the Healthcare industry required. Bachelors in business required.
Founded in 1979 with primary offices in California and Washington, along with a wholly-owned subsidiary in London and joint venture affiliate in Germany.
• One of the largest independent investment advisers with tens of billions of dollars under management.
• Clients include 25,000+ private clients in all 50 states and over 100 large institutions including Fortune 500 corporations, governments, foundations & endowments.*
• Investment Policy Committee has over 100 years' combined industry experience.
• Published 10+ investment books in partnership with Wiley.
• Founder and CEO Ken Fisher recognized in 2010 as one of 30 most influential industry figures in last 30 years.**
"Morningstar is a leading provider of independent investment research to investors around the world. Since our founding in 1984, our mission has been to create great products that help investors reach their financial goals. Through our Investment Information segment, we offer an extensive line of data, software, and research products for individual investors, financial advisors, and institutional clients. We also provide asset management services for advisors, institutions, and retirement plan participants through our Investment Management segment. In addition to our U.S.-based products and services, we offer local versions of our products designed for investors in Asia, Australia, Canada, Europe, Latin America, and South Africa.
Koch companies have a presence in nearly 60 countries and employ about 60,000 people. They have invested about $45 billion in acquisitions and other capital expenditures since 2003 to make life better around the world by efficiently converting resources into products and services that people depend on every day.
Koch companies are involved in refining, chemicals and biofuels; forest and consumer products; fertilizers; polymers and fibers; process and pollution control equipment and technologies; commodity trading and services; minerals; ranching; and investments.
Quintiles is the largest provider of biopharmaceutical development and commercial outsourcing services.
With a network of more than 27,000 employees conducting business in approximately 100 countries, we have helped develop or commercialize all of the top 50 best selling drugs on the market. With extensive therapeutic, scientific and analytics expertise, we help biopharmaceutical and health sciences customers navigate the increasingly complex landscape with more predictability to enable better outcomes.
