The Position Holder is responsible for performing research, analysis and forecasts on relevant capital market instruments in target markets, and macroeconomic variables in the global and domestic economy. He/She must be able to provide informed research notes, and recommendations to all stakeholders to aid in their decision-making process, through the application of analytical thinking, problem-solving expertise and a broad knowledge of capital markets to interpret data into meaningful recommendations successfully.
Job Details
Research: Undertake research on various classes of securities, industry and company data, leverage on research to develop research reports and publications, and provide recommendations to support both internal teams (i.e. client relations, portfolio managers & proprietary trading desks), and the company’s clientele (retail, HNIs and institutional) in making investment decisions.
Macroeconomic Analysis & Forecasts: Undertake analysis, interpretation and forecasts of macro indicators and their impact on the broader economy and markets, with the aim of better tailoring recommendations and predictions for decision-making of target audiences.
Valuation & Financial Modelling: Perform financial valuation on companies, using various methods, including DCF and DDM to forecast target prices and make accurate recommendations to support decision making. He/She must be able to input data into financial models, to represent both real-world financial situations, and scenarios to form basis for recommendations.
Securities Monitoring: Perform active surveillance, and extensive analysis of investment securities to identify trends and recommend strategies and opportunities to both internal teams and the company’s clientele, with the aim of driving effective decision making in optimizing their investment returns.
Support Business Development Activities: Actively contribute to research materials for purposes of making sales pitches to both existing and prospective clients, as well as internal teams.
Develop additional quantitative and analytical tools to enhance security selection, analysis and monitoring
Perform active surveillance of portfolio holdings to identify trends and make recommendations.
Maintain up-to-date knowledge of industry happenings and current events.
Conduct primary research from industry sources
Take responsibility for the coverage of market sectors and regions
Make regular presentations to internal and external client.
Requirements
Bachelor’s degree in Economics, Finance, Statistics, Business Administration, or a related field (master’s degree is a plus)
2–4 years experience in investment research, financial analysis, or a related role.
Strong analytical and quantitative skills with proficiency in tools such as Excel, Bloomberg, PowerPoint, Machine Learning, and data visualization platforms.