Palo Alto Investors Work Values

Daily Duties at Palo Alto Investors:

• Responsible for identifying, researching, and monitoring long and short equity investment ideas in the Consumer, Retail, Financial Services, and Energy sectors. o Financial Analysis & Modeling: Develop proprietary financial models to evaluate target companies’ financial strength and sustainable earning power, determine the businesses’ value drivers and project the ability to create future value, and establish a fair value range for the securities. Built over 100 financial models on companies in a wide range of industries. o Due Diligence: Manage three to six month research process of investment candidates. The process includes site visits, desk studies, and numerous interviews with the target company’s senior management, vendors, customers, and competitors. o Leadership: Managed Palo Alto Investor’s Stanford/Berkeley MBA internship program. Developed several firm-wide ongoing studies evaluating the macro-economic environment, the macro-energy environment, and executive compensation. o Teamwork: Collaborate with the Energy, Healthcare and Technology teams to help them evaluate, model, and value investment candidates in their respective sectors. o Idea Generation: Identify investment candidates through quantitative screening, primary industry sources, and due diligence.

What they like about Palo Alto Investors:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Hedge Fund, Equity Analyst, Analytical , Financial Statement Analysis, Modeling, Fundamental, Teamwork, Communication, Quick Thinking

Skills

Time Management, Detail Oriented, Financial Forecasting, Budgeting, Forecasting, Variance Analysis, Account Analysis, Reconciliation, Financial Accounting, Statistical, Software Implementation, Requirements Analysis & Specification, Business Analysis , Business Valuation, Financial Statement Analysis , Financial Modeling, Industry Research , Manage Due Diligence Process, Analytical Thinking

These are some of the questions we asked our climbers about their experiences with Palo Alto Investors: