Investment Analyst
7 days ago
General Summary of Position
An investment analyst researches financial data, companies, industries, and economic trends to identify and evaluate potential investment opportunities. Their core duties include collecting and analyzing data, building financial models, creating detailed research reports, and presenting recommendations on investment strategies to portfolio managers, clients, or senior management.
Key Responsibilities include:
- Research and Data Collection: Gather financial statements, market data, economic indicators, and industry trends to understand investment prospects.
- Financial Modelling and Valuation: Develop complex financial models to forecast performance, determine asset valuations, and assess risks and returns.
- Market Monitoring: Track economic news, political developments, and global events that could impact financial markets and investments.
- Reporting and Presentation: Produce clear, concise research reports and presentations for stakeholders, outlining investment findings and recommendations.
- Portfolio Support: Assist in constructing and rebalancing investment portfolios based on client needs and market conditions.
- Collaboration: Work with portfolio managers, other analysts, and industry professionals to share insights and align strategies.
- Due Diligence: Conduct thorough research and due diligence on companies and industries before making investment recommendations.
Common Tasks:
- Analyze company financial statements (balance sheets, income statements, cash flow).
- Identify investment opportunities and potential risks.
- Develop long-term performance forecasts for investments.
- Stay updated on business and economic developments that affect markets.
- Evaluate the financial health and growth potential of companies.
Profile Requirements:
- Minimum 3-5 years of experience as an investment analyst or in a similar role in a related industry.
- Proven experience in financial research and data collection, including financial statements, market data, and economic indicators.
- Experience in complex financial modeling for performance projections, asset valuation, and risk evaluation.
- Skilled in preparing clear and concise research reports and presentations for stakeholders, such as portfolio managers and senior management.
- Experience supporting the construction and rebalancing of investment portfolios.
- Experience collaborating with teams and conducting thorough due diligence on companies and industries.
Education & Certification:
- Bachelor's degree (S1) in Finance, Economics, Accounting, or a related field from a reputable university.
- A Master's degree (S2) such as an MBA (Master of Business Administration) is a plus.
- Professional certifications such as a CFA (Chartered Financial Analyst) or CAIA (Chartered Alternative Investment Analyst) are highly preferred.
- Strong understanding of financial markets, economic trends, and investment principles.
- Team player with positive attitude and proactive approach to work with a strong sense of responsibility and ownership.
Others (plus points):
- High proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.), Google Workspace, enterprise-grade virtual data room solutions and other related systems.
- Excellent interpersonal and communication skills, both written and verbal.
- Adaptability and able to thrive in a dynamic and challenging environment.
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