Job Description
We are seeking a highly motivated and detail-oriented
Asset Management – Investment Research Analyst
to join our investment team. The Research Analyst will play a key role in supporting the investment process by providing insightful research, financial analysis, and investment recommendations across various asset classes, including equities, fixed income, and alternative investments. The role requires strong analytical skills, a deep understanding of financial markets, and the ability to generate actionable insights that align with the firm's investment strategy.
Role Responsibilities
Market & Industry Research
* Conduct in-depth research on global financial markets, industries, and individual companies to support investment decisions.
* Analyze macroeconomic trends, market cycles, and key drivers of asset performance.
* Monitor market news, earnings reports, and relevant data to stay informed on market developments.
* Prepare detailed research reports and investment memoranda, highlighting key findings and investment implications.
Investment Analysis & Recommendations
* Perform fundamental and quantitative analysis to evaluate the performance and potential of asset classes and securities.
* Develop financial models to assess the value, risk, and potential return of investments.
* Provide investment recommendations based on research and analysis, including buy, hold, or sell decisions.
* Support portfolio managers in making investment decisions by providing insights and recommendations on asset allocation.
Risk & Performance Monitoring
* Track the performance of investments and portfolio holdings, analyzing factors that influence returns and volatility.
* Conduct risk assessments and recommend strategies to manage and mitigate investment risk.
* Evaluate the impact of economic events, regulatory changes, and market conditions on portfolio performance.
Collaboration & Reporting
* Work closely with portfolio managers, traders, and senior analysts to inform investment decisions and strategy.
* Present research findings to investment committees and senior leadership.
* Prepare investment reports for internal and external stakeholders, including clients and partners.
* Ensure timely and accurate delivery of research and investment reports.
Qualifications
* Bachelor's degree in
Finance, Economics, Accounting, or related field
; CFA, MBA, or advanced degree is a plus.
* 2–5 years of experience in investment research, asset management, or a related field.
* Strong understanding of financial markets, investment strategies, and asset classes (equities, fixed income, alternatives).
* Proficiency in financial modeling, valuation techniques, and research methodologies.
* Advanced knowledge of Microsoft Excel, Bloomberg, FactSet, or similar financial tools.
* Excellent written and verbal communication skills, with the ability to present complex ideas clearly.
* Strong attention to detail and ability to analyze data and trends critically.
Key Attributes
* Analytical Thinking:
Ability to analyze data, identify trends, and provide actionable insights.
* Curiosity:
Strong desire to continuously learn about markets, industries, and financial instruments.
* Attention to Detail:
Precision and accuracy in financial modeling, reporting, and analysis.
* Team Collaboration:
Works well in a collaborative team environment and communicates effectively with various stakeholders.
* Problem-Solving:
Ability to assess situations, identify problems, and provide strategic solutions.