Analyst, Equity Research
Company: The Bahnsen Group LLC
Location: Newport Beach
Posted on: February 19, 2026
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Job Description:
Job Description Job Description ABOUT At the Bahnsen Group, our
vision is to be the highest quality provider of wealth management
services to those within our sphere of influence. We do not want to
merely be great; we want to be extraordinary; extraordinary in the
size and scope of our business, but more importantly, extraordinary
in the impact we have on our clients' financial lives. The
Investment Solutions Team at the Bahnsen Group is an integral part
of achieving this vision. Consistently ranked as one of the top
companies to work for, The Bahnsen Group is a private wealth
management firm which has created an exceptional culture for its
employees to participate in the fulfillment of its success. The
Bahnsen Group has offices in eleven locations around the country
(Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN;
Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand
Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 90 employees.
The firm manages over $8.5 billion of client capital and is widely
recognized as one of the leading firms in the industry,
consistently ranked as a top advisor by Barron's, Forbes, and the
Financial Times. The company was founded in 2015 as a liftout from
Morgan Stanley, where company founder, David Bahnsen, was a leading
advisor and Managing Director. Since that inception, the company
has grown at over 29% per year for ten years running and added a
Tax Services department, Risk Department, a comprehensive Family
Office offering, and a fully professionalized platform delivering
best-in-class client experience. OPPORTUNITY The Bahnsen Group
(TBG) is looking for an Analyst to join their Equity Research group
within their Investment Solutions Department. This role is a
full-time, in-office position for our Newport Beach, CA office. The
position is focused on TBG's Core Dividend portfolio and providing
equity research coverage. The Analyst will conduct bottoms-up
fundamental research with a focus on companies that are paying and
growing their dividend over time. The Analyst will work with
experienced portfolio management professionals, including Co-CIOs
David Bahnsen and Brian Szytel. RESPONSIBILITIES Conduct
fundamental driven research on portfolio companies & prospect
pipeline Monitoring of portfolio holdings, attend earnings calls, &
cover sell-side analyst reports Analyze financial statements, track
key catalysts, news, and market movements Prepare investment
reports to communicate research with analyst team & portfolio
managers Build and maintain financial models QUALIFICATIONS 3 years
experience relevant experience analyzing equities (value/dividend
focused preferred) Experience with FactSet or Bloomberg (preferred)
Bachelor's degree in Math, Economics, Finance, Engineering, or
related (preferred) Passion for bottom-up research & long-term
investing Strong Excel skills CONSIDERATION Salary commensurate
with experience Discretionary company bonus up to 15% of salary
Full benefits package including medical, dental, vision, and
disability 401(k) plan with TBG contribution of 3% of
compensation
Keywords: The Bahnsen Group LLC, Mission Viejo , Analyst, Equity Research, Accounting, Auditing , Newport Beach, California
