Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.

• Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.


• Research and present new equity ideas that align with the firm's investment philosophy.


• Participate in buy, sell, and hold discussions, including price points and recommendations.


• Conduct relative and intrinsic (DCF) analysis using Bloomberg.


• Engage with company representatives and industry experts.


• Provide insights on macroeconomic effects and sector trends impacting various financial instruments.

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