Careers

Analyst Positions

Analyst (Generalist)

Position Overview: The Securities Analyst will conduct in-depth research across a variety of sectors and geographies. This will include constructing and maintaining financial models, interacting with company management and sell-side analysts, analyzing company and industry trends and communicating research insights and recommendations to the CIOs.  The Research Analyst will support investment recommendations with in-house research, creative thinking, rigorous accounting and in-depth financial analysis.

Please include resume and one page investment idea writing sample. 

Skills and Abilities:       

  • 5 - 10+ years of experience in equity investment research, or other related financial fields.
  • A proven passion for value-oriented investment strategies along with creativity and intellectual curiosity.
  • Excellent writing skills and ability to convey ideas succinctly. 
  • Comprehensive understanding of financial statements and valuation methodologies.
  • Solid analytical and accounting skills.
  • Highest level of ethics.
  • MBA with excellent academic credentials preferred. 

Please forward resumes to [email protected] with the subject line "Generalist". 

 

Financial Services Analyst

Position Overview: The Financial Services Analyst will conduct in-depth research globally within the Financial Services sector.  This will include constructing and maintaining financial models, interacting with company management and sell-side analysts, analyzing company and industry trends and communicating research insights and recommendations to the CIOs.  The Financial Services Analyst will support investment recommendations with in-house research, creative thinking, rigorous accounting and in-depth financial analysis.

Please include resume and one-page investment idea writing sample. 

Skills and Abilities:       

  • 5 - 10+ years of experience in equity investment research, or other related financial fields with relevant Financial Services sector expertise. 
  • A proven passion for value-oriented investment strategies along with creativity and intellectual curiosity.
  • Excellent writing skills and ability to convey ideas succinctly. 
  • Comprehensive understanding of financial statements and valuation methodologies.
  • Solid analytical and accounting skills.
  • Highest level of ethics.
  • MBA with excellent academic credentials preferred. 

Please forward resumes to [email protected] with the subject line “Financial Services”. 

 

 

Regional Director - Western Region 

Role and responsibilities:

  • Develop new and build upon existing relationships within the territory. The strategy includes developing and implementing a business plan to identify opportunities
  • Grow IVA Funds’ market share within a large geographic territory across all channels
  • Work in conjunction with the Regional Associate to develop a plan to generate greater sales, higher asset levels and improved client service
  • Clearly communicate and understand IVA’s unique investment philosophy, process, objectives and positioning
  • Assist clients with sales and marketing material, product analysis and problem resolution in a professional and timely manner
  • Work effectively with team members as well as internal firm management and stakeholders
  • Fulfills in a timely manner required administrative/team responsibilities such as CRM/Call reporting, expense reports, conference calls and meetings

Requirements:

  • Genuine passion for the investment management industry; remains informed of changes in the industry, landscape and regulatory environment
  • Strong organizational skills. Ability to utilize or adapt to technology such as CRM system. Ability to improve the efficiency of market through assessment of territory data
  • Excellent communication skills, both written and verbal. The ability to articulate ideas, opinions and solutions in a clear, concise and professional manner while encouraging honest and open communication
  • Proven presentation skills
  • Ability to manage business activities such as schedule, expenses, budget, compliance, reporting, etc.
  • Ability to tailor communication of IVA process and philosophy to clients of varying levels of investment sophistication
  • Personal leadership skills, ability to be self-motivated and work remotely
  • Collaborates well with peers and other key stakeholders. The ability to develop positive, professional, and respectful relationships
  • Extensive travel within territory as well as occasional industry conferences and NY office visits
  • Bachelor’s degree
  • 5+ years of investment management sales experience (mutual funds preferred), with a proven track record of success
  • FINRA Series 7 & 63 licenses

 

To Apply:  Please forward resume and cover letter to [email protected]

 


 For general career inquiries please contact IVA Careers by email and attach your resume. 

There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.

An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or clicking here. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by Foreside Fund Services, LLC.

Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.