About the Role
Reporting to the Head of Research & Innovation, the role will primarily provide strategic support and analytical insights to drive informed decision-making for the business. The role holder will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments.
Key Responsibilities
Data Analysis: Collect, analyze, and interpret data to generate insights and recommendations. Utilize tools and techniques to identify trends, patterns, and anomalies.
Market Research: Conduct market research and competitor analysis to support strategic decision-making. Stay updated on industry trends, market dynamics, and emerging technologies.
Financial Analysis: Assist in budgeting, forecasting, and financial modeling. Monitor key financial metrics and prepare reports for review.
Report Generation: Create detailed reports and dashboards that provide meaningful insights into business performance, trends, and opportunities.
Process Improvement: Identify inefficiencies and bottlenecks in existing processes. Propose and implement solutions to streamline operations and enhance productivity.
Project Support: Assist in the planning, execution, and tracking of various projects. Collaborate with cross functional teams to ensure project milestones are met.
Presentation Skills: Prepare and deliver clear, concise, and visually appealing presentations to convey complex information to stakeholders.
Investment Research: Conduct comprehensive research on various asset classes, industries, and individual companies. Analyze financial statements, market trends, economic indicators, and other relevant data to evaluate potential investment opportunities.
Financial Modeling: Develop and maintain financial models to assess the potential returns, risks, and valuation of investments. Utilize quantitative techniques and statistical analysis to support investment decisions.
Investment Reporting: Prepare investment reports and presentations for stakeholders. Communicate investment recommendations and performance analysis
Who We're Looking For
Essential Knowledge/Skills and Experience Required:
Bachelor's Degree in Investment/Finance/Business Related fields
Progression to CFA Qualification or equivalent
Minimum of 2 years' experience in investment analysis