Investment Research Analyst at Anchoria Investment and Securities Limited

JOB SUMMARY

• The Lead, Investment Research is required to develop, research, recommend and direct the execution of investment strategies for the firm’s clients.
• He will adopt a direct approach with the firm’s partners and the Client Advisors to develop and execute investment strategies.

KEY TASK

• Collaborate with other team members to develop and implement research strategies for investments portfolios.
• Communicate regularly with clients in order to understand their needs and to ensure that projects are meeting those needs.
• Conduct research to support an organization’s goals, objectives, and policies.
• Conduct market research to determine customer preferences, needs, and buying habits.
• Coordinate with other departments within an organization to ensure that research is aligned with business goals.
• Establish effective and well-organized investment processes.
• Write clear and well-informed investment recommendations based on thorough research and analysis.
• Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies.
• Attend annual meetings, review quarterly financial statements, and remain up-to-date with any important valuation or policy changes.
• Lead the investment strategy unit within the company.
• Perform regular administration duties of all investment files.
• Help manage and uphold current client relationships.

QUALIFICATION/ / COMPETENCE REQUIREMENTS

• Core Skills
• First degree in any field.
• MBA will be an added advantage.
• Other relevant Professional Qualification will be an added advantage.
• Demonstrate strong analytical, quantitative, and technological skills.
• Deep interest in the financial markets and should be extremely well organized.
• Ability to work in a high-pressure/fast-paced work environment.
• High analytical aptitude
• Ability to work independently and with a team
• Verbal and Written Communication
• Strategic Thinking
• Stakeholder Engagement
• Negotiation
• Entrepreneurial spirit
• Attention to details
• Excellent presentation skills