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    Small Cap Portfolio Manager - Salt Lake City, United States - Wasatch Global Investors

    Wasatch Global Investors
    Wasatch Global Investors Salt Lake City, United States

    2 weeks ago

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    Description
    Who We Are
    Wasatch Global Investors is a 100% employee-owned firm exclusively focused on active investment management.

    We use a collaborative, bottom-up fundamental approach to identify exceptional companies we believe are high-quality and have the potential to grow earnings for long periods of time.

    Following our early success investing in domestic small cap stocks, Wasatch has evolved thoughtfully and organically over four decades. Today, with $20+ billion in

    assets under management, and 19 strategies spanning the United States, international, and emerging markets,

    Wasatch provides comprehensive research of small, micro, and mid cap companies across the globe. Our investment

    team of 34 investment professionals includes 18 portfolio managers with an average of 22 years of research

    experience and 15 years at Wasatch.
    Wasatch's investment process is anchored in our core culture principles: long-term perspective, learning organization, teamwork, ownership, integrity, and gratitude. These principles drive how we conduct our research, analyze, and

    manage investments, work with our portfolio companies, and serve our clients. Wasatch strongly believes in a team

    approach to investment management. All investment decisions are conducted in a highly collaborative team

    environment, with all team members contributing equally to all aspects of the process. We believe this "multiple eyes"


    approach allows us to find and invest in high-quality, long-duration growth companies that will deliver superior riskadjusted returns over the course of many years.

    For more information, please see
    Small Cap Portfolio Manager and Analyst
    Given our fundamentally driven research process and team approach, all of our portfolio managers and analysts spend

    significant time doing primary research and fundamental analysis on current and prospective portfolio holdings. The analyst should have extensive experience analyzing and investing in U.S. small cap stock with a 3- to 5-year investment

    horizon and an interest in researching company business models across a variety of growth sectors. The analyst will

    work primarily with our US portfolio managers and analysts on all aspects of the stock discovery and investment

    process.


    The primary responsibilities will include:
    1) analyzing the business models and long-term growth potential of

    portfolio stocks; 2) developing relevant operating and financial metrics of current portfolio holdings; 3) tracking

    company announcements and news and determining the possible impact on our fundamental view on the company

    and its stock; 4) interviewing company management teams and industry executives; 5) writing conclusions and

    recommendations after each meeting; and 6) running investment screens to source new stock ideas.
    Preferred Qualifications and Attributes

    Demonstrated record of analyzing and investing in small cap growth stocks for 10+ years
    Passion for fundamental and small cap investing and working in a collaborative and learning environment
    Demonstrated critical thinking and analytical skills including the ability to gather, synthesize and think openly about a variety of perspectives and to form an opinion about company fundamentals and potential investment returns
    Excellent verbal and written communication skills with the ability to effectively gather information and insights and clearly articulate what has been learned and how the team should proceed

    Commitment to excellence and ownership:
    demonstrated track record of producing high quality results across all types of work and tasks; continual cultivation of self-improvement and humility in professional and personal pursuits
    CFA and advanced degree preferred

    This job description is intended only to describe the general nature of the position and does not constitute an all-inclusive list of duties, nor of the knowledge, skills, and abilities required to perform the job.

    Wasatch Global Investors is an Equal Opportunity Employer.

    In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Wasatch Global Investors will be based on merit, qualifications, abilities and other legitimate business factors.

    Wasatch Global Investors does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy and gender), sexual orientation, gender identity, disability, national origin, ethnic background, age (40 and over), genetic information (including of a family member), military service, citizenship and/or any other characteristic protected by applicable law.

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