Investment Analyst

The focus of this role spans across equity and fixed-income research/trading, investment account management, and due diligence activities.

Responsibilities:

• Actively participate in our Investment Committee sessions.
• Contribute to various roles within the Investment Management department, assisting in the operation and management.
• Conduct due diligence, investment research, account management, and trading on a daily basis.
• Maintain comprehensive knowledge of our investment holdings, displaying an inquisitive mindset.
• Conduct research on existing and potential equity and fixed income securities, including but not limited to closed-end funds, mutual funds, and exchange traded funds.
• Provide support to the investment team by assisting in ad hoc projects and contributing to briefs that communicate the team's investment thoughts to internal and external constituents.
• Assist in conducting asset allocation and macroeconomic research.
• Manage investment accounts in line with our investment matrices and individual client's risk tolerance.
• Handle other notable projects or duties as assigned.
• Utilize skills in Bloomberg Terminal, Due Diligence, Equity Capital, Equity Investment, Account Management, Equity Trading to optimize job performance.
• Bachelor's degree in Finance, Economics, or related field
• CFA designation would be a huge plus!
• Proficient in conducting Due Diligence
• Knowledge of Equity Capital and Equity Investment
• Demonstrated skills in Account Management
• Experience in Equity Trading is a plus
• Familiarity with Bloomberg Terminal
• Open to candidates with varying years of experience
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• Ability to work independently and as part of a team
• Knowledge of financial modeling and statistical analysis
• Attention to detail and accuracy in work
• Ability to handle multiple tasks and meet deadlines
• Strong ethical standards and integrity in professional conduct