Investment Analyst - Wealth Management Department

We are seeking a highly skilled and motivated Investment Analyst to join our team. The successful candidate will be responsible for evaluating a wide range of securities and investment opportunities, with the goal of achieving superior returns

Job Summary:

The Investment Analyst will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. The core responsibility of the Investment Analyst is   to   conduct   research   and   analyze   data.   He/She   will   assess the performance of stocks, bonds, and commodities, analyze financial statements (Income Statement, Balance Sheet and Cash Flow Statements) to make informed recommendations regarding investment decisions. The incumbent must have the ability to work independently in a rapidly changing environment.

Job Description:

• Conduct comprehensive analysis of equity, private equity, private credit, fixed income and alternative investments.
• Develop and maintain financial models to forecast earnings, valuations, and performance metrics
• Perform in-depth industry and sector research to identify trends and assess competitive dynamics.
• Become an expert in two specific sectors, providing detailed and insightful analysis.
• Cover a designated sovereign region evaluating economic and political factors impacting investments.
• Prepare detailed research reports and provide buy/sell/hold recommendations.
• Present investment ideas and research findings to portfolio managers and investment committees.
• Collaborate with other analysts and team members to support overall research and investment strategies.
• Monitor macroeconomic and market trends to inform investment decision

Compliance and Audit

• Ensure compliance with regulatory requirements and company policies in all research activities.
• Stay updated on new financial regulations, market developments, and investment trends

HSE Management

• Co-operates and supports the company’s HSE initiatives
• Adheres to employee’s duties in accordance with OSH Act
• Adheres to all HSE policies and procedures

Other

• Handle ad hoc request and take on additional responsibilities as needed.

Education and Experience Requirements:

• BSc. Finance/Economics or professional qualification in Accounting or other related disciplines or pursuing the CFA designation.
• Proven experience as an investment analysts, with strong track record of above benchmark performance.
• Expertise in evaluating equity and fixed income.
• Exceptional analytic skills and proficiency in financial modeling.
• Strong understanding of macroeconomic and market trends.
• Microsoft Office Suite i.e. Word, Excel, Access
• Minimum two (2) years working experience in a similar position
• Excellent quantitative and qualitative analytical skills
• Strong numeric skills
• Bloomberg proficient
• Computer literate