Associate Specialist/Specialist - Equity Research - Financial Services

Opportunity :

To partner with the Equities research team 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 progress toward the CFA designation from CFA Institute, USA

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

- Ability to provide research and analyze markets using various valuation techniques

- Strong experience in identifying short-term and long-term drivers of various equity markets

- Passion/ 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 equity markets space (Inflation, policy rates, etc.)

- Developing, articulating, and presenting one's views on the economy, equities, and investment strategy

- Carry out top-down and bottom-up research to produce sector and thematic views

- 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

- Working 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 various equity markets, and help form views

- Prepare comprehensive fact packs on equity-oriented funds 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.

- Lead training and knowledge sharing initiatives at a corporate level in the areas of macro-economic and equity research