Business 360 Management Analyst

To apply for this position, email your cover letter and resume to careers@eventidefunds.com.

Eventide is a growing, and mission-driven company looking to attract people who are eager to serve others and the global common good. Eventide employees work hard for the sake of others—our clients, other employees, and our world. We’re looking to make the world rejoice through a different kind of investing that puts capital to work in great businesses. Our mission is to honor God and serve our clients by seeking out investments in businesses creating compelling value for the global common good. Our proprietary Business 360 framework helps us identify and analyze stakeholder-oriented companies. Come join this exciting cause!

The Business 360 Management Analyst will conduct research that relates to company management teams. They will research public and private companies to gain insights into the management team and overall company culture. They will identify best in class Business 360 companies by identifying the top management teams that treat stakeholders well. They will engage in phone calls and meetings with key opinion leaders to understand the management team and company culture. They will help develop advocacy plans and will engage with portfolio companies’ management when issues arise. They will engage with vendor research teams when data seems inconsistent and help assess and input qualitative research into Edify software.

DUTIES & RESPONSIBILITIES

  • Researching the management teams and practices of portfolio holdings and prospective holdings.
  • Investigation into flags and violations from external databases or internal research.
  • Speak with portfolio company management when data is missing or when issues arise.
  • Conduct qualitative and quantitative research and analysis and codify appropriate metrics and data into Edify database, being careful not to import non-productive outcomes into Edify.
  • Identify appropriate questions to ask both public and private companies related to strategy, culture, competition, and management.
  • Accurate and on-time reporting as agreed upon with CIO and portfolio managers.
  • Present to internal teams as required.
  • Assure that work produced meets standards of the profession
  • Be willing to help with ad hoc research projects as requested by investment team and take on additional roles required in a smaller firm setting
  • Work both independently and as part of a focused investment team
  • Builds relationships across teams to foster mutual understanding, consensus, trust and alignment around our Business 360 approach to investing
  • Demonstrates Eventide’s corporate values in their work product, team relationships, and general conduct

QUALIFICATIONS

  • Bachelor’s degree in business, finance or similar field required
  • Demonstrates analyst acumen
  • Ability to organize and produce quality, on-time reports
  • Demonstrates Eventide’s core values in execution of duties
  • Demonstrates passion for Business 360, Eventide’s investment philosophy, and purpose
  • Demonstrate good judgment and integrity and decision making
  • Confident in conducting phone calls
  • Meets criteria for Business 360 values alignment

Department: Portfolio Management
FLSA Status: Exempt
Position reports to: Business 360 Program Manager
Position supervises: No one

To apply for this position, email your cover letter and resume to careers@eventidefunds.com.

Eventide is an equal opportunity employer

This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

News › Business 360 Management Analyst

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Funds’ ethical values screening criteria could cause them to under-perform similar funds that do not have such screening criteria.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.