Fundamental Equity Research, Investments, Associate

Responsibilities:

• Develop maintain a dashboard to track key valuation metrics, KPIs and updates on covered companies
• Collaborate with portfolio managers and senior analyst(s) to evaluate investment theses, provide effective challenge where appropriate, ensuring they are backed by thorough research and data
• Carry out independent industry research, including monitoring macroeconomic trends, technological innovations, regulatory changes, and geopolitical factors that could impact the portfolio
• Attend industry conferences, earnings calls, and investor meetings to gather qualitative insights and assess company strategies, adjusting investment recommendations as necessary
• Prepare detailed research reports and presentations to summarize key findings, updates and strategy s performance, incl. semi-annual review with clients, sustainability thesis, etc.
• Stay current with market news, interpret news impact on stocks, and understand industry dynamics

Skills

• Strong financial modeling skills, including proficiency in DCF, comps, and ability to interpret financial statements to assess company health
• Attention to detail to ensure that models and assumptions are accurate, up to date, and reflect the most current information
• Ability to access, digest, and synthesize new information quickly (e.g., earnings calls, news flow, regulatory updates)
• Strong writing and presentation skills, ability to communicate complex ideas simply, and understanding of report structure
• Functional understanding of prompting GenAI tools to accelerate research process

Qualifications:

• Relevant experience of 3-5 years in equity research
• Strong educational background with Bachelors in finance or economics
• CFA (Level II or III) or other relevant certifications are preferred
• Proficiency in Excel, Bloomberg, and other investment analysis tools, along with excellent analytical and communication skills, is essential