Senior Investment Analyst

2 Months ago • 3-5 Years

Job Summary

Job Description

The Senior Investment Analyst will be responsible for conducting in-depth research, analyzing data from various sources, and producing high-quality research reports. This includes conducting interviews with portfolio managers and investment team members, actively participating in investment committee discussions, and staying updated on market developments. The role requires strong communication skills for interacting with US fund managers and internal stakeholders, along with the ability to perform attribution and style analysis. The analyst will work collaboratively within a multi-cultural team, contribute to idea-sharing, and engage in constructive debates. The analyst is also expected to work on ad-hoc projects, utilizing data analytics and databases.

Must have:

Undertake rigorous research and write reports.
Conduct interviews with portfolio managers.
Work effectively in a multi-cultural team.
Keep track of market developments.
Perform attribution and style analysis.
Work with multiple stakeholders.

Good to have:

CFA/CAIA charter holders or candidates.
Academic projects in finance.
Experience with data analytics and databases.

5 skills required

5 skills required for this role

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communication

excel

team-player

data-analytics

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Job Details

The incumbent should be able to:

• Undertake rigorous research, assimilate data from multiple sources, and write quality research reports.
• Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers.
• Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction.
• Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm.
• Performing attribution and style analysis, conducting competitive research, and analyzing portfolios.
• Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven).
• Be a key team player by actively participating in investment committee debates and discussions and communicating views on economy/asset classes/ portfolios under one’s coverage.

Educational qualification:
• MBA finance or equivalent Post Graduation specialized in Finance.
Added Advantage
• CFA/CAIA charter holders or program candidates with any or all the levels cleared.
• Academic projects done in the field of mutual funds/equity research/ portfolio management etc.
• Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct.

Experience:
• Senior Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level.
• Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings.
• Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable.