Role Description:
The Research Analyst will support the firm's investment, advisory, and market intelligence activities by conducting rigorous financial, economic, industry, and company research. The role requires a highly analytical professional who can interpret complex data, identify trends, prepare insightful reports, and provide evidence-based recommendations to support strategic and investment decision-making.
Key Responsibilities
Conduct in-depth research on financial markets, macroeconomic trends, sectors, companies, and investment opportunities.
Analyse financial statements, market data, valuation metrics, and economic indicators to generate actionable insights.
Develop financial models, forecasts, dashboards, and valuation analyses to support investment and advisory recommendations.
Prepare research reports, investment notes, market updates, presentations, and briefing documents for internal and external stakeholders.
Monitor industry developments, regulatory changes, competitor activity, and market risks relevant to the firm's business areas.
Support due diligence processes by gathering, validating, and interpreting quantitative and qualitative information.
Work with portfolio, investment, advisory, business development, and management teams to provide timely research support.
Maintain databases, research files, and documentation to ensure accuracy, consistency, and accessibility of information.
Present research findings clearly and professionally to senior management, clients, and other stakeholders when required.
Required Qualifications and Experience
Bachelor's degree in Finance, Economics, Accounting, Business Administration, Statistics, Mathematics, or a related discipline.
Minimum of 7 years' experience in research, investment analysis, financial analysis, asset management, capital markets, consulting, or a related financial services role.
Strong understanding of financial markets, investment products, economic indicators, and business analysis.
Demonstrated ability to analyse financial statements and interpret quantitative and qualitative data.
Professional certifications or progress toward CFA, ACCA, ICAN, or other relevant qualifications will be an added advantage.
Required Skills and Competencies
Excellent analytical, numerical, and problem-solving skills.
Strong research, data interpretation, and financial modelling capabilities.
Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with Bloomberg, Refinitiv, Capital IQ, Power BI, SQL, or similar tools is an advantage.
Excellent written and verbal communication skills, with the ability to present complex information clearly.
Strong attention to detail, accuracy, and commitment to high-quality outputs.
Ability to work independently, manage multiple tasks, and meet tight deadlines.
High level of integrity, confidentiality, professionalism, and commercial awareness.
Key Performance Indicators
Timeliness, accuracy, and relevance of research outputs.
Quality of financial models, market insights, and investment recommendations.
Effectiveness in supporting decision-making across investment, advisory, and business development activities.
Ability to identify emerging market trends, opportunities, and risks.
Stakeholder satisfaction with research reports, presentations, and analytical support.