Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.
Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.
About the role
As a Research Analyst, you will play a key role in our ability to provide internally managed equity solutions for our institutional and individual clients as you consistently deliver valuable research and insights that drive strong investment performance. This includes generating new investment ideas, making sound recommendations, and actively participating on the Investment Committee and Internal Strategies team working collaboratively across the firm.
What you'll do
As a Research Analyst, you will consistently deliver valuable research and insights that drive strong investment performance. This includes generating new investment ideas, making sound recommendations, and actively participating on the Investment Committee and Internal Strategies team working collaboratively across the firm.
Qualifications
- Bachelor’s Degree in Business or equivalent experience in the financial services industry is required.
- A Graduate degree or progress towards CFA, preferred.
- Minimum of 2+ years of relevant work experience.
- Demonstrated proficiency in analyzing and valuing public companies consistent with Bridges Trust’s investment philosophy.
- Proficiency in Excel, Bloomberg, and FactSet.
- Strong written and verbal communication skills.
- Ability to add value in a team-oriented environment.
- Personal values that are consistent with Bridges Trust’s culture.
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