Investment Analyst
Company Overview
A research-driven investment management firm focused on delivering long-term value to our clients through disciplined analysis and a commitment to excellence. The team is composed of professionals who bring diverse perspectives and deep expertise across global markets.
Position Summary
The team is seeking a highly analytical and motivated Investment Analyst to join the team. This role is ideal for someone who is passionate about financial markets, enjoys deep research, and thrives in a collaborative environment.
Key Responsibilities
- Perform fundamental research and financial analysis on companies, industries, and markets.
- Build and maintain financial models to support investment recommendations.
- Monitor portfolio holdings and provide timely updates on performance and risk factors.
- Prepare investment memos, presentations, and reports for internal and client use.
- Collaborate with portfolio managers and senior analysts to refine investment strategies.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related field (advanced degree or CFA designation preferred).
- 2-5 years of experience in investment research, equity analysis, or a related field.
- Strong quantitative and qualitative analytical skills.
- Excellent written and verbal communication abilities.
- Proficiency in financial modeling and tools such as Excel, Bloomberg, or FactSet.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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