Finance – Wellspring Management

About Wellspring Management

Wellspring Management is a Registered Investment Advisor (RIA) founded in 2006 to provide management advisory services to private investment funds. Wellspring Management is focused on utilizing forensic research to uncover market opportunities in order to concentrate our investment portfolio in a few companies where a small number of countable variables drive outcomes.

Desired Skills for Fellow

Knowledge of college level math, basic accounting principles and financial analysis. Ability to collect, evaluate and interpret data, either in statistical or narrative form. Capability to maintain files, records and documentation. Must be able to communicate effectively orally and in writing, and establish and maintain effective working relationships with direct supervisor and co-workers. Skills are necessary in teamwork, problem solving, entering and verifying data, using computerized systems, various software applications, ten-key, and standard office equipment.

Experience using Microsoft Excel is required.

Fellow Responsibilities

Under the supervision of a financial analyst, the fellow will help senior analysts manage the investment process. The person will be expected to construct financial models using available data on publicly traded companies. The person will also be conducting routine telephone interviews for due diligence purposes. The person will assist in the data management process through data collection and processing.