Investment Research Analyst at Maurice Xandra Solutions

SUMMARY :

The ideal candidate’s duty is to conduct a detailed analysis of financial instruments and markets to support portfolio management decisions. He/She will specialize in evaluating securities, conducting fundamental analysis (financial statement review, company valuation), and employing quantitative methods (statistical modelling, algorithmic trading strategies) to identify profitable investment opportunities.

RESPONSIBILITIES: 

• This role involves generating investment insights, producing research reports, and collaborating with portfolio managers to optimize portfolio allocations and achieve client investment objectives.
• Carrying out independent research by analysing financial information of assigned companies including macro and industry research.
• Preparation of research reports/presentations summarizing findings from independent research.
• Develop financial models and projections to support investment decision-making.
• Monitor market news and developments relaying relevant information to the investment team.
• Prepare and participate in weekly investment research meetings. 
• Attend industry conferences and develop a professional network across various sectors.
• Carry out other duties that are assigned.

PREFERRED QUALIFICATIONS AND SKILLS/BACKGROUND:

• Undergraduate degree in accounting, finance, economics or a related field with a strong academic record.
• Minimum 3 years of full-time work experience in investment research 
• Strong quantitative and qualitative analysis skills
• Excellent communication (verbal & written) and interpersonal skills.
• Ability to create client-ready investment-related PowerPoint presentations.
• Ability to take initiative and work independently with minimal supervision in a structured environment.