Whetstone Capital Advisors, LLC (“Whetstone”) is an SEC-registered investment advisor founded in 2010. Whetstone manages public equities portfolios for its hedge fund clients using a value-oriented, research-intensive investment process centered on identifying businesses with discernible competitive advantages in industries benefiting from secular growth. We typically focus our research efforts within specific circles of competence including software, internet technology, payments, and media.
We are offering a 30-month junior investment analyst training program that provides a unique opportunity for candidates interested in becoming public equities investors. The position will report to a partner on the investment team and will be based in Mission Woods, KS, a suburb of Kansas City. The right candidate will be a self-starter who thrives in and appreciates the firm’s dynamic, entrepreneurial and results-oriented culture. The person should have a desire to learn new topics and the humility and initiative to grow and improve. Attention to detail is critical.
Qualifications Undergraduate degree in finance, accounting, economics, engineering, or computer science No previous investment experience required (entry-level junior analyst position) Experience and proficiency with Microsoft Office products such as Excel, Word and PowerPoint
Essential Traits Attention to detail and accuracy Organizational skills Analytical thought process Effective communication in writing and speech Uncompromising integrity Humility in both success and failure
Responsibilities Support the firm’s research schedule, including scheduling meetings, following up on key research initiatives and identifying/managing relevant conferences and industry schedules Analyze relevant earnings calls, investor days, company SEC filings, news releases, social media and community content, summarizing and clearly communicating key points Participate in portfolio review meetings by taking notes and memorializing action items Maintain investment due diligence checklist and investment summary for current positions Collect and maintain company and industry data and metrics of companies in our investment universe Aggregate content from third party research providers Prepare members of the investment team for meetings Conduct ad hoc research projects and other tasks as requested
A successful candidate’s offer of employment will be conditioned on a standard background check. The ideal candidate will be available to start by January 2024.
Please submit resumes to analyst@whetstone-capital.com.
Full-time
Kansas City Metropolitan Area
