Asset Management – Investment – Research Analyst

Role Description

The Asset Management Investment Research Analyst is responsible for conducting in-depth research and analysis to support investment decisions and portfolio management. This role focuses on evaluating market trends, financial performance, and economic indicators to generate actionable insights for asset allocation, security selection, and risk management. The Research Analyst collaborates with portfolio managers, investment teams, and external sources to gather data, monitor industries, and assess investment opportunities. Responsibilities include performing quantitative and qualitative analysis, building financial models, preparing research reports, and presenting findings to stakeholders. The role also involves tracking key performance indicators, monitoring portfolio holdings, and identifying potential risks or opportunities within markets and sectors. Strong analytical skills, attention to detail, and effective communication are critical for delivering accurate and insightful research. The position encourages proactive problem-solving, critical thinking, and the ability to synthesize complex information to support strategic investment decisions.

Qualifications

• Strong analytical and quantitative skills for evaluating financial instruments and market trends.
• Ability to conduct research, gather data, and synthesize findings into actionable insights.
• Proficiency in financial modeling, valuation analysis, and portfolio monitoring.
• Familiarity with asset classes, investment strategies, and industry research methodologies.
• Strong communication skills for presenting research findings clearly to stakeholders.
• Attention to detail to ensure accuracy and reliability of analysis and reporting.
• Ability to identify trends, opportunities, and risks within markets and portfolios.
• Collaborative mindset for working effectively with portfolio managers and investment teams.
• Problem-solving orientation to support investment recommendations and strategic decisions.
• Adaptability to evolving market conditions and shifting research priorities.
• Comfortable preparing reports, dashboards, and presentations for investment decision-making.
• Willingness to learn new analytical tools, methods, and market research techniques to enhance investment research capabilities.