Asset Management – Investment – Research Analyst

Investment Research Analyst

Role Responsibilities

Investment Research & Analysis

• Conduct thorough research on equities, fixed income, and alternative investments.
• Analyze financial statements, industry trends, and macroeconomic indicators.
• Develop financial models and valuations to evaluate potential investment opportunities.
• Provide actionable investment recommendations to portfolio managers.

Portfolio Monitoring & Support

• Track and analyze portfolio performance relative to benchmarks.
• Identify risk factors and performance drivers across asset classes.
• Assist in portfolio rebalancing and asset allocation decisions.
• Monitor market developments and their potential impact on investments.

Data Management & Reporting

• Collect, organize, and analyze financial and market data for research purposes.
• Prepare reports, dashboards, and presentations for internal teams and clients.
• Maintain research databases and ensure data accuracy and integrity.

Collaboration & Strategy Support

• Work closely with portfolio managers, senior analysts, and traders.
• Participate in investment committee discussions with research-backed insights.
• Contribute to long-term strategic planning and thematic research initiatives.

Qualifications

• Bachelor’s or Master’s degree in

  Finance, Economics, Accounting

  , or a related field.
• 2–4 years of experience in

  asset management, investment research, or financial analysis

  .
• Strong understanding of financial markets, instruments, and valuation techniques.
• Proficiency in

  Excel, Bloomberg, FactSet

  , or other financial analysis tools.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication skills.
• CFA designation or progress toward it is a plus.

Key Attributes

• Analytical:

  Able to interpret complex financial data and derive actionable insights.

• Detail-Oriented:

  Ensures accuracy in research, reporting, and modeling.

• Market-Savvy:

  Understands macroeconomic trends and industry dynamics.

• Collaborative:

  Works effectively across teams and stakeholders.

• Proactive:

  Anticipates risks and identifies investment opportunities.

• Adaptable:

  Manages multiple projects under tight deadlines.