Janus Henderson Investors Analyst/Sector Team Leader - Communications in Denver, Colorado
Janus Henderson Global Investors is a leading independent global asset manager, dedicated to delivering the best outcomes for clients through a broad range of actively managed funds.
We provide our institutional, retail and high net-worth individuals with access to skilled investment professionals representing a broad range of asset classes including, equities, fixed income, multi asset and alternatives.
We are a team of independent thinkers who work tirelessly to help our clients achieve their goals – and we do it by fostering an energetic and collaborative culture that ensures our people love the place they work.
Headquartered in London, Janus Henderson is a truly global asset manager with a diverse geographic footprint, managing assets from 27 offices globally and employing more than 2,000 staff.
Overview of the Role
This position functions in a dual capacity; both as the Communications Sector Team Leader (STL) and an Analyst. As a Sector Team Leader you will be responsible for mentoring, coaching and training team members to foster investment effectiveness and career development. You will be expected to communicate and advocate for the sector team’s best ideas to influence stock ownership in relevant portfolios, and stimulate value-added debate on stocks, industry trends and cross-sector trends. As an analyst, you will also be responsible for providing portfolio managers with relevant information and recommendations regarding investment ideas, primarily in the international technology and internet equity sectors. You will conduct deep fundamental analysis of individual companies, focusing on factors such as financial performance, competitive industry dynamics, technological innovation, quality of company management, governance, capital allocation, etc.
Duties and Responsibilities
Oversee the effectiveness of team member investment ideas by coaching, training and proofing their work as necessary.
Incorporate ideas from a wide variety of internal and external sources to encourage professional debate and better investment decisions.
Act as a steward of team member careers.
Communicate articulately, concisely and persuasively in a timely manner on all facets of an investment decision.
Advocate for sector team members and their best ideas to PMs to maximize ownership in funds.
Partner closely with portfolio managers and peers – a key cultural tenet of the organization.
Conduct deep fundamental analysis. While the analyst will interview company management teams, research should include extensive independent contacts such as competitors, customers, partners and other relevant participants in the internet and technology value chain.
Develop detailed financial models and project long-term values of stocks under coverage using discounted cash flow methodologies and make buy and sell recommendations.
Forecast growth, evaluates competitive position, determines quality of financial statement information and analyzes potential responses to worst case scenarios.
Synthesize fundamental research to form a differentiated view and recommendation on stocks.
- Expected to assume supervisory responsibilities.
Technical Skills and Qualifications
Four year degree in quantitative or analytical field.
7+ years’ experience in equity investment role with proven track record of outperformance.
5+ years’ experience analyzing and modeling international internet/technology companies.
Post graduate degree such as MBA/MS or progress toward a CFA a plus.
Background in equity research, technology, private equity, investment banking or consulting preferred.
A track record of leadership and success.
Emotionally mature with exceptional listening skills and empathy.
Experience working in a collaborative environment.
Exceptional analytical skills and attention to detail.
Strong creativity, initiative, intellectual curiosity and drive.
Persuasive verbal and written communication skills.
Understanding of corporate finance, accounting, all Microsoft Outlook products.
For those in scope of Knowledge & Competence (MiFID II)
Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets
Understanding of issues relating to market abuse and anti-money laundering
Ongoing competence in the role to be assessed by:
Annual Performance Appraisal
Completion of all assigned Compliance training
Annual Attestation (Knowledge and Competence in-scope roles only)Compliance RequirementsAt a minimum the role will require you to:
Place the interest of Janus Henderson’s Clients first and always act in accordance with TCF (Treating Customers Fairly) principles
Understand and follow laws and regulations applicable for your role, seeking the help of your supervising manager or Compliance if you would like further explanation or direction regarding this
Understand and abide by all Janus Henderson policies applicable to your role, and ask for the support/guidance of the policy owner if you are unsure at any time
You are ultimately accountable for your actions and responsible for seeking further information on any or all of the above as necessary.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as set by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of Janus Henderson's Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.
We are an equal opportunity / Affirmative Action employer . All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson Investors (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson Investors at its sole discretion).
All applicants must be willing to comply with the provisions of Janus Henderson Investors' Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.