Description

Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. With over $4 billion in AUA, CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both strategies feature high-quality biased, high conviction portfolios that utilize the same bottom-up driven research process. They are differentiated by their investment philosophies that translate into the screening criteria used to define their research universes, the indices to which their investment performance is benchmarked and the characteristics of the portfolios. 

CN builds portfolios through bottom-up stock selection using a team-based, flat decision-making structure. The investment team currently consists of three time-tested portfolio managers/analysts, of which, two have worked together at CN since 2005. 

Campbell Newman is adding to its investment team in their Milwaukee, Wisconsin office to augment its resources as the firm grows and as part of its succession planning. The title and decision-making role of the successful candidate, either Associate PM/Analyst or PM/Analyst, will depend upon that person's experience, qualities and characteristics.

Requirements

Candidate Requirements: The successful candidate will be of like mind with CN’s team philosophically and be able to demonstrate acumen as a stock picker. The characteristics of an ideal candidate:

• Shares CN’s investment philosophies
  • Large Cap Dividend Growth: A company’s dividend policy is tangible evidence of a company’s confidence in future earnings growth, and earnings growth drives stock prices.
  • Small Cap Growth: Profitability provides tangible evidence of the viability of a company’s business model, increasing the probability of sustainable earnings growth and price appreciation.
• 7 years of experience as equity analyst with a focus on Large Cap Growth or Large Cap Core, with Small Cap Growth experience a plus
• A team player that believes in the power of collaborative work to make decisions and build relationships
• Personal and professional integrity
• Excellent written, verbal and presentation skills
• Outstanding organizational and time management skills
• Excellent computer skills 
• CFA or MBA preferred

Responsibilities of the Role: The successful candidate will be a self-starter that is excited about joining an established team at a growing firm. Reporting to the Director of Research, the candidate will be required to:

• Perform independent equity research on current holdings as well as new purchase ideas consistent with the firm’s bottom-up investment process and present work to the investment team
• Assume coverage responsibility for specific portfolio holdings
• Participate in weekly research meetings and portfolio construction discussions
• Prepare written reports for internal and external use
• Become proficient using S&P Global Capital IQ and Advent Axys
• Work with client service and marketing staff to generate information for quarterly reporting and other projects
• Prepare quarterly earnings report package for investment team
• Aid in client service and business development efforts by interfacing with clients, consultants and other prospects