Analyst, Investments
The Analyst, Investments will conduct comprehensive financial and non-financial research and reporting on prospective investments and existing issuers and counter parties, assessing investment performance potential and sustainability. Provide robust analytical data and insights to support portfolio-management strategy and investment decision-making processes. Support business development and client relationship management initiatives to drive growth within the investments division.
Type of Qualification: First Degree
Field of Study: Finance and Accounting, Economics, Business & Commerce or related field
Professional/Technical Certifications - Chartered Financial Analyst (CFA) or equivalent professional qualification. CIFA/ICIFA membership, or registration with other recognised professional bodies in investment management and financial analysis
Experience Required
- Minimum 5-7 years of professional experience in investment research, financial modelling, and securities dealing
- Demonstrated proficiency with Artificial Intelligence tools and technologies in asset management environments
- Proven track record in conducting rigorous financial and non-financial analysis to support investment decision-making
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Checking Things
- Developing Expertise
- Examining Information
- Inviting Feedback
- Meeting Timescales
- Taking Action
Technical Competencies:
- Economic Analysis
- International Market Knowledge
- Performance Benchmarking
- Product Development
- Quantitative Analysis
- Research