The Investment Analyst plays a key role in supporting portfolio decision-making by analyzing securities and funds traded in global markets. The analyst is responsible for identifying investment opportunities—both in equities and fixed income—that align with the firm’s investment strategies and enhance portfolio returns. This position is a launchpad for future growth within the firm, with a clear path to becoming a sector specialist or portfolio manager.
Main Duties And Responsibilities
Research & Investment Analysis
Perform due diligence on companies, securities, and global funds with a focus on both equity and debt instruments.
Recommend investment actions based on macroeconomic analysis, commodity trends, and firm-specific frameworks (e.g., fund ratings framework).
Contribute to multi-asset research including cross-asset macro views, credit outlooks, and relative value studies.
Research Communication
Prepare clear and insightful research reports, financial models, and investment presentations.
Present findings and recommendations to internal stakeholders including portfolio managers, strategists, and the investment committee.
Research Administration
Maintain and update databases such as ratings scorecards, economic trackers, and fund performance sheets.
Ensure data integrity and proper documentation of research processes to comply with internal standards and audit requirements.
Minimum Qualifications
Competencies required:
Solid understanding of financial markets, economic theory, and investment frameworks.
Strong written and verbal communication skills, with the ability to clearly articulate investment theses.
High attention to detail; process-oriented with the ability to manage multiple tasks simultaneously.
Team player with effective collaboration and networking skills.
Intellectual curiosity and a growth mindset.
Education And Experience Required
Bachelor’s Degree in finance, economics, or science-related courses
0-1 year of experience as an investment analyst (equities/fixed-income/market/credit)
Proficiency in financial analysis and valuation techniques; knowledge of financial modeling, macro frameworks, and investment screening.
Demonstrated passion for capital markets and the investment process.