Assist senior team members in the delivery of a high quality research proposition that supports the requirements of the overall Investment Proposition.
Equity Research Responsibilities
- Assist in the maintenance of quantitative databases used for screening equities.
- Due diligence analysis of companies in order to produce high-quality research notes.
- Work with other team members to create periodic sector/industry outlooks.
- Monitor and interpret major company developments and write detailed summaries for stocks across multiple market capitalizations and geographies as required.
- Work closely with Analysts to coordinate research and generate ideas.
Collectives Research Responsibilities
- Assist in the maintenance of quantitative databases used for screening fund managers.
- Due diligence analysis of fund managers across all asset classes and investment sectors.
- Assist in writing fund research reports and summaries following the due diligence process.
- Review the suitability of funds for model and client portfolios.
- Assist in the monitoring of manager performance.
- Assist in the management of the various funds managed by the group.
- Assist portfolio managers with the construction of bespoke portfolios for clients.
- Assist in spreadsheet maintenance and any other operational tasks required.
- Maintain all operational spreadsheets used by the investment research team.
- Assist in compliance and other duties as required by the team.
Experience/qualifications required for a role
- Ideally, experience in equity research within an investment firm.
- A strong academic background with a degree in a quantitative subject.
- Ideally, have the IMC, and some progress on the CFA would be a plus.
- A strong grasp of Microsoft Excel with the ability to build financial models.
- Some knowledge of financial and analytical software such as Bloomberg.
- A good understanding of financial markets a genuine interest in the macro economy.
Synonyms: Research Analyst, Investment Analyst
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