Investment Analyst at Sombreiro Consulting Limited

Responsibilities

• Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
• Liaise with fund managers and network with industry professionals
• Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products
• Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
• Develop complex financial models and analyse legal documents
• Calculating risks and opportunities for potential and current clients.
• Monitoring market trends and investment portfolios.
• Analyzing previous investment decisions and generating key takeaways.
• Producing complex financial models for integration into decision-making processes.
• Compiling financial data into reports for other team members and stakeholders.
• Identifying critical areas of business performance for other stakeholders.
• Reporting discrepancies and issues to senior team leaders when they arise.

Requirements and Skills

• A Bachelor's Degree in Finance, Investment Banking, or Accounting.
• At least proven working experience as an Investment Analyst
• Solid understanding of financial set-up, procedures, statistics and economics.
• Strong numeric skills.