Research Associate

Kopernik Global Investors, LLC is an SEC-registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors.

Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. We are looking for a highly motivated Research Associate to support the Research Analysts in investment research and analysis.

Summary

The position is a two-year program based in Tampa, Florida, and reports primarily to the Director of Research (DOR). This individual will work closely with assigned Research Analysts, and participate in hands-on training on global value investing with experienced investment professionals while assuming responsibilities that are appropriate to their demonstrated capabilities.

Responsibilities

• Assists Research Analysts in conducting investment research and analysis :
• Creates and maintains spreadsheets and financial models (company and industry / sector).
• Collects industry and company data through sources such as sell-side research firms, internal databases, trade publications, and regulatory filings.
• Reviews and organizes data, synthesizes information and helps Research Analysts analyze and interpret company and industry data.
• Assists Research Analysts with the annual update of the Company Report.
• Stays up-to-date and informs Research Analysts on key company news, industry trends, and regulatory issues.
• Prepares internal presentations and files research-related documents.
• May work with investment analysts to write Company Reports, prepare research whitepapers, and prepare background pieces for investment reports.
• May draft investment notes or publishes your own writing.
• Works on special research projects as needed to help support the Research Analysts.
• Attends company-sponsored events including but not limited to Research Offsite, annual Company Offsite, conferences, and seminars.
• May attend broker and company meetings, as needed.
• Performs additional responsibilities as assigned.

Requirements

• Demonstrates intellectual curiosity and analytical skills.
• Demonstrates sound judgment in resolving complex matters.
• Demonstrates initiative by identifying issues and recommending solutions on complex and broad matters.
• Demonstrates ability to influence groups and / or more senior members of the research team.
• Demonstrates effective written and oral communication skills.
• Demonstrates ability to collaborate and develop / maintain relationships inside and outside the firm to enable effective completion of business objectives.
• Works well under pressure and demonstrates the ability to prioritize multiple tasks.
• Takes ownership of work, always ensuring standards and deadlines are met and keeping others informed and up to date.
• Demonstrates ability to contribute to a team-based environment.
• Demonstrates excellent attention to detail.
• BA / BS degree; coursework in Economics, Accounting, Finance is preferred.
• No prior work experience is required but past internships and professional references are preferred.
• Active pursuit of CFA designation is preferred.
• Two-year program is temporary and does not lead to a permanent position.
• Reports directly to DOR.

Additional Requirements

• This is not a remote position and will require relocation if not already local to the Tampa, FL area.
• Being authorized to work in the U.S. without employer sponsorship is a precondition of employment.

Application Requirements

• To avoid automatic disqualification, follow all of the application requirements listed below :
• All submissions are to be submitted to [email protected].
• A resume, cover letter, and two writing samples are required.
• In the cover letter, please state why you want to work at Kopernik.
• In addition, please submit two writing samples answering the following questions :
• What are you passionate about and why?
• Does better education lead to some countries being more successful economically than others? Please use evidence to back up statements.

The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.