Financial Analyst

Position Type: Full Time

 

Location: Oakland, California (currently remote during the COVID-19 Pandemic, and could work remotely indefinitely)

 

Application Window: Open until filled

To apply: please email your resume to Kelly at kelly@niaimpactcapital.com

About Nia:

We are seeking a Financial Analyst to contribute to research and analysis for the Nia Global Solutions public equities portfolios as well as our new Racial Justice portfolio.

 

 Join a collaborative , high-production team empowering investors to align their assets with the next, just, sustainable and inclusive economy. 

 

This position is focused on public equities research and analysis, requires problem-solving expertise and a broad knowledge of the stock market, and awareness of how environmental and social factors can be brought into financial analysis.

 

The person hired for this position will be curious, have a keen interest in global trends, news events, as well as the sustainability and social justice trends shaping the financial industry and impact investing space. 

 

A successful candidate for this role will be open to learning and able to solve complex problems as they arise, whether it be addressing the financial implications of a complicated business structure or coming up with a personalized solution for a research or accounting dilemma.

 

The ideal team member has excellent communication skills, with demonstrated success in

creating impactful, meaningful written and oral presentations. The person hired for this role will have the opportunity to engage in speaking events, contribute to webinars, and high level client meetings, that include presenting financial jargon in simple and relatable terms. 

 

This analyst is a self-starter with the discipline and drive to work effectively in a fast-paced, systems changing and fully remote environment, who is excited to achieve team goals

 

Position Description: Financial Analyst

 

Type: Full Time

 

Location: Fully remote at this time, with periodic team meetings in Oakland, California

 

Application Window: Open until filled

 

Who we are: 

We are a women led team of activist investors with various professional backgrounds, driven by the Nia vision/mission, using our voice to create change   

 

Company Culture:

Fun team outings and virtual gatherings 

Strong learning environment 

We take pride in our work

 

Commitment to Impact: 

We are an activist firm and use our investor voice to foster systems change. 

GEN Certified, B Corp Certified

Committed to building the inclusive, diverse, and equitable financial systems we want to see

 

Who you are: 

Team Player 

Organized

Dedicated

Curious

Flexible, ability to be nimble and balance priorities 


Experience

1-3 years prior experience as a public equity analyst is preferred, though not required

 

Key Responsibilities

 

Investment Research and Analysis

  • Research securities of target industries and companies to provide investment recommendations

  • Collect and interpret company data to facilitate recommendations

  • Develop and write thought pieces and publications to be presented to management or shareholders

  • Financial modeling: create charts with supporting material

  • Work with other members of the Nia team to create quarterly and annual impact reports

  • Maintain up-to-date knowledge of financial services industry happenings and current events

  • Conduct primary research from industry sources

  • Work with the portfolio managers to analyze financial data and public records of companies, and use this analysis to determine the value of companies and to predict the companies’ future financial pictures

  • Draft research reports, projections, and recommendations concerning companies and stocks

  • Identify relationships between a company’s fiscal behavior and marketplace performance

  • Update databases to provide external advisors with access to recent Nia metrics, quarterly and as requested

  • Contribute to Nia’s marketing materials, including updating the Quarterly Fact Sheet

  • Contribute to the development of new offerings including a US based Racial Justice Portfolio

 

Skills

  • Capacity for innovation and an excitement to see Nia portfolios evolve and grow to creatively address the needs of a just, sustainable and inclusive economy.

  • Basic analytic ability and enthusiasm to work collegially as part of a team, analyzing companies, their environments, and drawing conclusions

  • Finance, Accounting, Economics or Statistics are preferred fields of study, though all backgrounds will be considered

  • Ability to communicate effectively and express complex ideas succinctly

  • Ability to build successful relationship both internally, cross-functionally, and with clients

  • Work in a pivotal role that involves the responsibility of providing information to business management, which is then used in making important investment decisions

  • Ability to take initiative and meet deadlines under minimal supervision

  • Strong proficiency in MS Office, Excel, Word is required

  • Proficiency in Bloomberg or Thomas Reuters, or other data mining software is an asset.

  • Ability to be creative in how to research and find company data is a must.

 

Benefits

  • Health, Vision, & Dental Insurance 

  • Wellness Stipend 

  • Flexible work policy: some flex hours and opportunity to work from home

  • Retirement plan with employer match

  • 2 weeks of PTO in the first year, unlimited PTO after one year, nine days of paid holidays 

  • Additional holiday PTO during the last week of the year

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