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Senior Financial Analyst for Newport Trust

Newport

in Remote / New York NY / Minneapolis MN / Washington DC / Los Angeles CA

Logo for Newport

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

Newport Trust Company, a wholly owned subsidiary of Newport, provides America’s leading corporations and institutions with institutional trustee and independent fiduciary services.  Our team serves as an investment manager responsible for managing large blocks of employer securities, as an independent fiduciary responsible for making prudent decisions, as a discretionary trustee responsible for administering deferred compensation arrangements, and as an independent auditor responsible for evaluating compliance programs for investment managers.

Job Summary:   The Senior Financial Analyst for Newport Trust Company will perform equity research on portfolio companies, conduct due diligence for projects, prepare reports for internal review and clients, and execute daily trading programs for high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies. 

This position may be based out of one of Newport's Trust locations in Los Angeles, Washington, DC, New York or Minneapolis with the opportunity for remote working available.

What You Will Do:

  • Conduct ongoing monitoring of publicly traded corporations and update committee on notable developments
  • Draft reports utilizing financial statement analysis, FACTSET spreadsheet models and valuation techniques
  • Manage projects by interfacing with clients, reviewing information, interviewing subject matter experts, and preparing deliverables in accordance with engagement deadlines
  • Present institutional account review and performance analysis at meetings
  • Perform research on shareholder proposals and recommend voting patterns for annual or special meetings
  • Provide brokers with daily instructions to execute trading programs
  • Contribute to business development efforts by performing market research, preparing presentations, participating in pitches, and networking

Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor’s degree from an accredited university in a business program or related field (e.g., Finance, Economics).
  • 5+ years of professional experience in equity research, investment consulting, and/or project management
  • Ability to perform detailed financial statement analysis, construct financial models and evaluate institutional investment opportunities
  • Strong written and verbal communication skills
  • Focused on delivering responsive and high quality service to clients
  • Proven team player who works effectively with colleagues
  • Highly motivated individual with entrepreneurial spirit who is eager to learn, contribute to the team’s success, and grow the business

Preferred (but not required) education or skills for this role

  • Master of Business Administration (MBA) or similar advanced degree
  • Chartered Financial Analyst (CFA) designation

Competencies

  • Client Service Oriented
  • Personable
  • Team Player
  • Proactive
  • Problem Solver
  • Resourceful
  • Independent
  • Integrity
  • Time Management
  • Detail Oriented

 Travel

Up to 5%.

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

How to Apply

Apply Now


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