RocSearch - Associate Specialist - Fixed Income/Equity Strategy

About us

RocSearch is the world-leader in providing offshore research and analytics services. Our work spans the entire spectrum of business intelligence from consulting through research and data analytics across domains such as Management Consulting, Financial Services, Marketing Communications (specifically Consumer & Business Insights), Pharma & Healthcare, Telecom & Technology, Retail and Private Equity

Opportunity

To partner with the Co-Chief Investment Officer of a leading European private banking and wealth management firm with over 180 years of successful existence, for providing investment advisory support

Candidate profile

- Post Graduate in Finance with preferably CFA- Level 2 certification from CFA Institute, USA

- 2-6 years of experience in providing fixed income/ equity strategy research on major developed markets, such as the US, Japan, and Europe; and emerging markets nations (China, Brazil, etc.)

- Strong exposure and interest in assessing global macro-economic, financial market, political, and central bank/ monetary policy related developments

- Ability to critically analyze the impact of such developments on global fixed-income/ equity market space (Inflation, policy rates, etc.)

- Hands-on with high proficiency in financial databases such as Bloomberg, Thomson Reuters and Datastream

- Superior client relationship management skills with prior experience in handling senior stakeholders at American and European Investment banks, Asset Management Firms or PE Firms

- Expert knowledge of MS Office Suite, especially MS-Word

Responsibilities

- Engage with Senior Investment Directors to gather research requirements, scope out research projects and build/ formulate an investment thesis

- Prepare exhaustive analytical-papers, position papers and investment research reports for the client's internal consumption and external circulation

- Write logical and conclusive market commentary on the performance of sovereign and corporate bonds, and help form views

- Prepare comprehensive fact packs that provide international investors an insight into the fund strategy, performance and portfolio positioning

- Take complete ownership of account management that includes project prioritization, time estimation, utilization management, management reporting etc.