Investment Analyst, Associate, or Senior Associate

Investment Analyst, Associate, or Senior Associate

Reports to: Portfolio Manager / Managing Director (Family & Foundation Investments team)

Primary Responsibilities:

• Become a high-performing and contributing member of a small investment team that manages investment portfolios for the Family & Foundation Investment team inside of the Larry H. Miller Company.
• Report to the Portfolio Manager of our internal US all-cap public equity portfolio.
• Primary job responsibilities are equity research, company/industry analysis, financial modeling, and valuation.
• Other responsibilities include reporting, operational workflows, trade execution, and oversight of external public managers (international equity managers and long/short managers).

Job Qualifications:

• Title and compensation of Investment Analyst, Associate, or Senior Associate depends on level of experience and education.
• 2-10 years of experience in equity research.
• Proficient with Excel, 3-statement financial models, and valuation methods.
• Bachelor’s degree required with high academic performance
• Strong quantitative, analytical, and modeling skills.
• Characteristics that will help lead to success in this role include intellectual honesty, stewardship mindset, entrepreneurial spirit, ability to clearly communicate ideas and articulate trade-offs, strategic vision, balancing long-term orientation with current market opportunities, data-driven approach, willing to challenge conventional thinking, integrity and transparency in all decisions, continuous learning, and collaborative personality with a desire to help build something special.

Physical Requirements:

• Work performed in an office setting.
• Regularly required to sit, stand, bend, reach and move about facilities.
• To perform other duties as required.

Why LHM?

At the Larry H. Miller Company, our vision to be the best and our mission to enrich lives propels our strategic growth in operations, investments, and philanthropic efforts. Our combination of business acumen paired with our values — hard work, service, integrity, and stewardship — is what sets us apart; it’s who we are.

Our founders, Larry and Gail, built our reputation with this unique perspective. It is the foundation of our legacy and our future. A future that promises transformational change through visionary leadership as we navigate an unprecedented landscape.

By expanding our influence over an increasingly diverse portfolio of operating companies and investments, we embrace opportunities and obligations. Because, as we grow, so does our stewardship and ability to do good for our employees, partners, and communities.

Headquartered in Sandy, Utah, the Larry H. Miller Company is a privately-owned business, with operations located mainly across the western United States. LHM’s focus falls within the primary categories of real estate, health care, finance, entertainment, sports, and long term strategy and investments, as well as philanthropy. For more information about LHM, visit www.lhm.com.

Note: The need may arise to revise, supplement, or rescind portions of this job description, and The Larry H. Miller Company reserves the right to do so at any time. Employee shall be required to meet the qualifications and perform the duties of any revised job description.