This role requires new business development and relationship manangement of clients and prospects in a geographic territory across all channels of distribution.
Assist with day-to-day Marketing projects with operational, production and digital aspects. This hands-on position involves maintaining current systems, measuring results, recommending improvements, and implementing changes that extend the Firm’s marketing strategy, brand and messaging within regulatory constraint. The goal of the Marketing Team is to support the Firm’s best-in-class marketing efforts in a highly collaborative method and meet its mission of providing outstanding client service.
This Research Analyst will support the Value Plus Fund Team in all facets, with an initial focus on quantitative analysis and administrative tasks. The Research Analyst will be responsible for running risk analysis reports on the Strategy, tracking investment style and helping support sales and marketing efforts. Additionally, the Research Analyst will conduct fundamental equity investment analysis – including financial statement analysis, model building, valuation analysis and industry fundamental research. The Research Analyst will be required to cover existing portfolio holdings while monitoring watchlist names. This position will entail travel to Investment Conferences, Company-site visitation and Trade Shows, where applicable.
To submit a resume for an open application or to obtain additional information regarding career opportunities at Heartland, please email email@example.com.
We are an Equal Opportunity Employer, and a drug-free workplace.
Our week begins with what Heartlanders affectionately refer to as the “Monday Morning Meeting,” when analysts, portfolio managers, and other key team members come together to discuss economic releases, market dynamics, and industry analysis. Similarly, each week the Investment Team assembled for the “Research Meeting,” focused on stock specific research.
The agendas vary, but the goal of each is consistent—sharing, digesting, and interpreting information that will give us an advantage when competing in the marketplace.
These meetings are open to all team members, and relationship managers regularly attend to represent the eyes, ears, and voices of our clients. The discussions reflect our Midwestern roots in that debates are candid and purposeful with spirited conversations focused on achieving excellence in our investment decisions. All Investment Team members participate on equal footing and are encouraged to express alternate views. Portfolio managers serve in the role of engaged leaders—not unapproachable stars.
Our quest for constant never ending improvement (CNEI) extends beyond the Investment Team. Whether it is earning professional designations or enrolling in classes to develop new skills, team members across the Firm are strongly encouraged in their pursuit of professional and personal growth.
We also bring our passionate approach to causes beyond investing. High importance is placed on giving back to the community, and team members are encouraged to regularly volunteer their time and skills. Our sponsorship of the many local causes we support is deliberate—we support the organizations our team members are most passionate about and in which they are directly involved.
Beyond our value investment philosophy and core business, Heartland is a Firm where camaraderie among coworkers is genuine. From lunches with department heads to the longstanding tradition of new team members providing entertainment at the annual holiday party, inherent respect creates an environment for people to confidently share ideas and information.
Learn more about the Firm and our culture by following us on LinkedIn.