Acuity Knowledge Partners - Investment Analyst

Description:

About the role:

- This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA.

- We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners.

- The role involves collaborating with big corporates, investment houses, CVCs, financial advisors etc. to support their investment decisions through financial modeling, investment research, and portfolio analysis.

- This role involves evaluating investment opportunities, monitoring financial performance, and providing recommendations to optimize returns.

- The ideal candidate will have strong quantitative skills, financial acumen, and the ability to communicate insights effectively to senior management and stakeholders.

What are we looking for:

- 2-5 years of experience in investment analysis, wealth management, or portfolio management.

- Strong analytical and quantitative skills with a solid understanding of investment products, asset allocation, and portfolio construction.

- Conduct fundamental and technical analysis of companies, industries, portfolio and markets.

- Evaluate financial statements, earnings reports, and economic data.

- Monitor global market trends, risks, and investment opportunities.

- Build and maintain financial models to assess investment opportunities.

- Perform valuations using DCF, comparable, precedent transactions, and other methods.

- Assist in monitoring and managing investment portfolios.

- Track performance against benchmarks and prepare portfolio review reports.

- Prepare investment memos, presentations, and research reports for senior management and clients.

- Present findings and recommendations in clear, concise formats.

- Collaborate with fund managers, traders, and other financial professionals.

- Ensure investment decisions adhere to internal policies, regulations, and ethical standards.

- Ability to work independently and collaboratively in a fast-paced environment.

What can you expect:

- Build customized investment proposals tailored to clients financial goals, including recommendations for equities, fixed income, alternative investments, and more.

- Prepare comprehensive portfolio reviews for large clients and family offices, including customized reports and pitch presentations.

- Collaborate with advisor teams to address client queries related to internal model frameworks, asset allocation, and portfolio actions.

- Analyze product performance, capture user feedback to improve user journeys.

- Be a part of planning, launching and tracking investment strategies.