Junior Investment Analyst

About

Occam Crest Management is a fundamentally driven long/short equity investment firm focused on uncovering value through corporate change. We invest primarily in small and mid-cap companies undergoing inflection points driven by operational improvement, strategic change, capital allocation, industry disruption, or misunderstood fundamentals.

Over the past three years through (3/31/26), the firm has generated annualized returns exceeding 41%, ranking among the top-performing hedge funds globally over that period.

We are seeking a highly motivated Junior Investment Analyst to join our team in Darien, Connecticut. The role offers direct exposure to the investment process, senior decision-makers, company management teams, and institutional-quality research from day one.

This is an opportunity to work in a lean, high-performance environment where strong contributors can rapidly assume meaningful responsibility.

Qualifications

• 1 to 4 years of experience in I-banking, equity research, consulting or PE/HF investing
• Exceptional intellectual curiosity and work ethic
• Strong analytical and communication skills
• Passion for investing and public markets
• Ability to synthesize large amounts of information quickly
• Advanced Excel and research capabilities
• Experience with Bloomberg, FactSet, or financial modeling preferred

Responsibilities

• Performing deep fundamental company and industry research
• Building and maintaining financial models
• Monitoring earnings, filings, expert commentary, and channel checks
• Generating differentiated investment insights and idea work
• Utilizing AI and advanced research tools to accelerate analytical workflows
• Supporting portfolio managers on both long and short investment opportunities

Location

Darien, Connecticut & New York (hybrid)

Workplace Type

In-person

To apply, please submit a resume and a brief investment idea or writing sample to candidate@occamcrest.com.