Stephens Work Values

Daily Duties at Stephens:

SENIOR EQUITY ANALYST/PORTFOLIO MANAGER Top Quartile performer as a Senior Equity Analyst/Portfolio Manager for 15 years in Investment Management (Senior Analyst and Portfolio Manager). While having both a HNW and an institutional client background, I’ve been a generalist investor in nature. I have deep sector experience in Energy, Transportation/Industrials & Materials, Financials, both depository institutions and insurance, Fin Tech, Telecom, Technology (especially Semis and Cap Equipment), Health Care, Food & Argi, and more importantly, have experience across all cap sizes and asset classes(including private equity). I have always been a fundamentals focused investor with a strong value bias possessing a wide range of expertise in operational, industry, and portfolio analysis. ------------------------------------------------------------------------------------------------------------------------------------------------------------------ CORE COMPETENCIES I have demonstrated consistent alpha performance, advanced modeling/asset allocation/forecasting skills in Excel, proven written and verbal communication skills, show strong leadership abilities, and I am continuously intellectually curious. Strong accounting, asset allocation& economic background. I am proficient in Microsoft’s suite of products, and additionally skilled in FactSet, Bloomberg, WONDA, Thompson, Morningstar, Telemet (Orion), HOLT CFROI, EVA, AXYS (Advent), and other various research applications.

What they like about Stephens:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Research, Cash Flow, CIO, Securities, investment management, Portfolio Management, Equity Research, Excel, Modeling, Forecasting, Equities, Institutional

Skills

Research, Cash Flow, CIO, Securities, Accounting, Excel , Equities, Led Sales and Research, Managed Long Short portfolio, Long Only , Factset, Bloomberg, AXSYS, WONDA, Banks, Banks, Industrials, Transports, Oil & Gas, Technical Analysis, CFROI

These are some of the questions we asked our climbers about their experiences with Stephens: