Equity Associate Analyst
Equity Analyst – Associate Analyst
Aegis Financial – McLean, VA 22101
Aegis Financial Corporation is an SEC registered investment advisor under the Investment Advisors Act of 1940. The firm primarily manages a value equity fund and provides investment management services to individual and institutional investors.
Summary:
A high-performing investment management firm is seeking an Associate Analyst to join the equity research team in 2026. We are looking for a first-class, competitive, highly-motivated candidate who has demonstrated an interest in the investment management industry.
The position offers the rare opportunity to interact closely with a tenured team of professional public equity investors and should provide a set of quality experiences enabling an attractive, differentiated application to a top-tier business school. Exceptional performers may be offered continued employment with rapid advancement following a two-year trial period.
Responsibilities:
- Generate financial models and perform valuation analysis to aid in the selection of investment opportunities
- Review earnings reports and SEC filings to maintain in-house financial models of portfolio investment
- Perform research and analysis of industry groups, track specific industry statistics and stay abreast of changing industry dynamics
- Take part in meetings or phone calls with executive management of active or prospective investments
- Conduct individual research and analysis to develop own investment ideas
- Assist with operational or compliance needs
- Collaborate with research team to draft investment memos or thought leadership material
Requirements:
- Bachelor’s degree or graduating college senior
- Strong academic credentials and relevant coursework
- Excellent analytical and problem-solving skills
- Deep interest in value investing through fundamental analysis of businesses
- Audacious curiosity & fierce independence of thought
- Ability to thrive in a hard-working, team-oriented environment focused on collaborative inquiry and debate
- Self-starter with careful attention to detail and ability to prioritize many tasks
- Above average oral and written communication skills
- Sound judgment and impeccable integrity
- No full-time experience is required, but prior internships with strong references preferred
- Proficiency with Excel
- Authorized to work in the U.S. without employer sponsorship
Application Requirements:
- A resume, cover letter, and writing sample are required.
- In the cover letter please describe your interest in value investing.
- Learn more about us at www.aegisfinancialcorp.com
The firm hires, pays and promotes exclusively on the basis of merit, performance and competence. All are welcome to apply.
Job Type: Full-time
Physical setting: Office
Work Location: In person