Senior Investment Analyst

SUMMARY:
Our client, a high-quality asset management company, is seeking a highly motivated and analytical Senior Investment Analyst to join their dynamic investment team.

The successful candidate will play a crucial role in supporting the investment process by conducting in-depth research and analysis across local and offshore markets.

This role requires a strong understanding of macroeconomics, a passion for sector-specific research, and excellent communication skills to effectively explain investment concepts to clients.

POSITION INFO:
Key Responsibilities:

• Conduct in-depth fundamental research and analysis:
• Analyse macroeconomic trends, including economic growth, inflation, interest rates, and currency movements.
• Conduct thorough research on various sectors and companies, including industry trends, competitive landscapes, and valuation metrics.
• Develop and maintain financial models to forecast company performance and assess investment risks and returns.
• Monitor market trends, identify investment opportunities, and generate investment ideas.
• Prepare investment reports and presentations:
• Prepare concise and insightful investment reports and presentations for internal and external stakeholders, including clients, portfolio managers, and senior management.
• Clearly and effectively communicate complex investment concepts to clients in a professional and engaging manner.
• Develop and maintain strong client relationships through regular communication and proactive engagement.
• Portfolio monitoring and analysis:
• Monitor portfolio performance and identify potential risks and opportunities.
• Conduct ongoing research and analysis to support portfolio rebalancing decisions.
• Assist in the preparation of performance reports and presentations for clients.
• Stay abreast of market developments:
• Continuously monitor global and local market news and events.
• Attend industry conferences and seminars to stay informed about market trends and best practices.
• Maintain a strong understanding of financial markets, including equities, fixed income, and derivatives

• Bachelor’s degree in finance, Economics, or a related field.
• CFA or other relevant professional qualifications a plus.
• 4+ years of relevant experience as an Investment Analyst or in a similar role.
• Strong understanding of macroeconomics, financial markets, and investment principles.
• Proven ability to conduct in-depth research and analysis on companies and sectors.
• Excellent analytical, problem-solving, and quantitative skills.
• Advanced proficiency in Microsoft Excel and financial data platforms such as Bloomberg.
• Excellent written and verbal communication skills.
• Strong interpersonal and client relationship management skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.