Investment and Research Manager at The People Practice

Job Description

• In this role, the manager will work with the Head, Investments and Research Team to analyze asset classes, such as equities, fixed income instruments and alternative investments to provide recommendations for investment decisions and to ensure that the organization is competitive and remains a leader within its defined sector.

Primary Responsibilities

• Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
• Monitor developments in various fields.
• Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
• Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
• Recommend investments and investment timing to the firm.
• Prepare plans of action for investment, using financial analysis.
• Evaluate and compare the relative quality of various securities in a given industry.
• Present oral or written reports on general economic trends, individual corporations, and entire industries.
• Present investment information, such as product risks, fees, or fund performance statistics.
• Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
• Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Banking & Finance or Economics.
• A minimum of 6 years’ experience in business or Finance.
• A chartered member of CFA is an added advantage.

Desired Knowledge, Skills, and Attributes

• Strong financial knowledge, including knowledge of market risk, ALM, and valuation concepts with focus on fixed income, equities, and derivatives valuation.
• Ability to build and maintain financial models and perform comparative financial modeling using pertinent industry analysis and current assumptions.
• Presentation skills, including public speaking and presentation creation using PowerPoint or a similar program.
• Quantitative and analytical skills with a demonstrated ability to understand new analytical concepts.
• Ability to engage and work collaboratively with colleagues, and multiple stakeholders.
• Strong multi-tasking and time-management skills, with the ability to prioritize tasks.
• Critical thinking skills with the ability to independently solve problems with data.
• Ability to exercise initiative and using good judgment to make sound decisions.
• Ability to articulate complex ideas simply and summarize them effectively.
• Ability to undertake research, analyze data, processes, and trends.
• Proactive, motivated, and possess poise and self-confidence.
• Positive, can-do attitude and willingness to get the job done.
• Market risk management best practices and methodologies.
• Proficiency in Microsoft Excel and other analysis programs.
• Skills in building business intelligence dashboards.
• High level of Emotional Intelligence.
• A strong focus on excellence.
• Self-driven and goal oriented.
• Excellent Interpersonal Skills.
• Intellectually curious.
• Highly organized.