About the role
AI summarisedSenior Equity Analyst at an asset management firm, responsible for conducting in-depth research and analysis on assigned sectors to generate investment recommendations. The role involves building financial models, writing research reports, and communicating with portfolio managers and clients.
BusinessFull-timeGeneral
Key Responsibilities
- Conduct detailed financial analysis and valuation of companies within assigned sectors.
- Build and maintain financial models to forecast company performance.
- Write research reports with investment recommendations (buy/sell/hold).
- Monitor industry trends, economic developments, and company news.
- Present investment ideas to portfolio managers and investment committee.
- Respond to ad-hoc requests from internal stakeholders and clients.
- Mentor junior analysts and review their work.
Requirements
- Bachelor's degree in Finance, Economics, Accounting or related field.
- CFA charterholder or CFA candidate preferred.
- Minimum 5 years of experience in equity research or investment analysis.
- Strong financial modeling and valuation skills.
- Proficiency in Bloomberg Terminal and Microsoft Office (Excel, PowerPoint).
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and analytical mindset.
- Proven track record of generating investment ideas.