Research Analyst – Asset Management

Role Description

The Research Analyst – Asset Management is responsible for conducting in-depth financial analysis, market research, and investment evaluation to support portfolio strategy and asset allocation decisions. This role contributes to the development of research insights that guide investment recommendations, enhance portfolio performance, and identify emerging risks and opportunities. The Research Analyst works closely with portfolio managers, investment teams, and senior analysts to analyze financial instruments, sectors, and macroeconomic conditions.

Core responsibilities include performing quantitative and qualitative research, evaluating company fundamentals, and building financial models to forecast performance under various market scenarios. The Research Analyst monitors economic indicators, industry trends, and market developments, providing timely updates that inform investment strategies. The role also involves preparing research reports, summaries, and presentations that communicate analysis clearly and support decision-making across the asset management team.

The position requires continuous tracking of portfolio holdings, assessing risk factors, and reviewing valuation metrics to ensure alignment with investment objectives. The Research Analyst contributes to due diligence processes, supports the evaluation of new investment opportunities, and provides insights that help optimize portfolio construction. Collaboration with cross-functional teams is essential to ensure that research outputs are integrated into broader investment strategies and organizational goals.

Success in this role requires strong analytical thinking, attention to detail, and the ability to interpret complex financial data. The Research Analyst must demonstrate proficiency in financial modeling, data analysis tools, and investment research methodologies. Effective communication skills are essential to present findings, support discussions, and deliver high-quality research materials.

Through rigorous research, analytical insight, and a deep understanding of market dynamics, the Research Analyst – Asset Management plays an essential role in supporting investment decisions, enhancing portfolio performance, and maintaining a competitive advantage in rapidly changing financial markets.

Qualifications

• Strong background in financial analysis, investment research, and asset evaluation
• Proficiency in financial modeling, quantitative analysis, and valuation techniques
• Familiarity with equity, fixed income, and alternative investment instruments
• Ability to interpret market trends, economic indicators, and industry developments
• Experience preparing research reports, presentations, and analytical summaries
• Strong critical thinking, problem-solving, and data interpretation skills
• Ability to support portfolio managers with insights that guide investment decisions
• Proficiency in research tools, analytical platforms, and financial databases