Global Analyst-Infrastructure

Company: CFA Institute
Location: Chicago
Posted on: May 3, 2025

Job Description:

SUMMARY: This position's responsibility is to participate as a research analyst within the Infrastructure/Utilities team. The analyst will take ownership of a primary coverage list and actively contribute to the overall investment process. The analyst is expected to work closely with the senior portfolio managers and rest of the Infrastructure/Utilities team and consistently generate risk-adjusted, excess-return ideas supported by thorough, bottom-up research.DUTIES AND RESPONSIBILITIES:

• Independently conducts necessary sector and individual security research for applicable product.
• Generates write-ups and valuation models for assigned companies.
• Challenges consensus assumptions with own research findings.
• Makes buy, sell, and hold recommendations.
• Actively communicates with senior portfolio manager and other members of Infrastructure team.
• Maintains relationships and proactively communicates with senior management of covered companies and industry contacts.
• Helps support the generation of marketing and board materials.
• Exchanges complex information effectively to reach agreements in ambiguous or difficult situations.
• Performs other duties as required by department's group head or other senior management.MINIMUM QUALIFICATIONS:
  • BA/BS degree and 3-5 years of investment experience or an equivalent combination of education and experience.
  • Applies expertise and knowledge or in-depth experience of several areas within a function.
  • Previous work experience in infrastructure, utilities, or alternative energy sector required.
  • Advanced degree (MBA and/or CFA designation) preferred.
  • Foreign language proficiency/fluency, cultural knowledge and travel experience preferred.
  • Proven ability to have delivered consistently strong performance and judgment in the field.
  • Good communication (verbal and written), interpersonal and presentation skills.
  • Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.PHYSICAL REQUIREMENTS:
    • Ability to work flexible hours, travel globally, attend conferences, and meet with company management.
    • Willingness to work in a hybrid work environment (i.e., combination of in-office and remote work). Ability to operate a computer and perform repetitive motion activities. Ability to remain in a stationary position at least 50 percent of the time.Base Salary Range: $140,000 to $160,000/annuallyThe starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
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Keywords: CFA Institute, Racine , Global Analyst-Infrastructure, Professions , Chicago, Wisconsin