Research – Asset Management

The Research – Asset Management role focuses on providing in-depth research and analysis to support investment decisions and portfolio management. This position involves evaluating market trends, financial performance, and investment opportunities to inform strategies across various asset classes. The specialist contributes to optimizing portfolio returns, managing risk, and supporting the organization’s overall investment objectives.

Role Description

In this position, the Research – Asset Management professional will perform quantitative and qualitative analysis on financial markets, industries, and individual companies. Responsibilities include preparing research reports, creating financial models, and providing actionable insights to portfolio managers and investment teams. The role requires strong analytical, problem-solving, and communication skills, as well as the ability to present complex financial information clearly. The specialist also monitors portfolio performance, identifies trends, and contributes to the development of investment strategies.

Key Responsibilities

• Conduct research and analysis on equities, fixed income, and alternative investment opportunities.
• Monitor market trends, economic indicators, and regulatory developments.
• Build and maintain financial models to support investment decisions.
• Prepare detailed research reports, presentations, and investment recommendations.
• Collaborate with portfolio managers and investment teams to provide insights for portfolio optimization.
• Evaluate risks and returns of potential investments and make recommendations.
• Maintain organized records of research findings, reports, and data sources.
• Support due diligence for new investments and portfolio review processes.
• Stay informed on best practices, market developments, and industry standards in asset management.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field; CFA or equivalent certification preferred.
• 0–8 years of experience in investment research, asset management, or financial analysis.
• Strong analytical and quantitative skills, with proficiency in Excel and financial databases (e.g., Bloomberg, Capital IQ).
• Excellent written and verbal communication skills for reporting and presentations.
• Ability to work independently and collaboratively in a fast-paced environment.
• Attention to detail, strong organizational skills, and problem-solving capabilities.
• Knowledge of investment strategies, portfolio management, and financial markets.
• Ability to manage multiple research projects and meet deadlines effectively.