Research Analyst - Victoria Mutual Wealth Management Limited

The Research Analyst will provide economic and investment analyses to the VM Group and its clients to guide the investment decision-making process.

• Economic Research and Securities Analyses

   

  • Analyze developments in local and international financial markets to inform investment decision-making
  • Evaluate the performance of securities traded in the local and international markets within the context of the industries and regulatory environments in which they operate
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment portfolios
  • Develop research views on both macro and micro-level investment issues
  • Develop forecasts of business, industry or economic conditions to inform investment decisions
  • Develop knowledge of industry trends, competitive landscape, peer group analyses to facilitate improved client experience
  • Conduct feasibility studies on private equity/financing proposals.
  • Build and maintain integrated spreadsheet models and organize and maintain industry data
  • Recommend investments and investment timing to trading staff and/or the public
  • Provide commentary on the economy, investment solutions and investment strategy for publication in various media outlets
  • Present oral and written reports on general economic trends, entire industries, individual corporations and individual securities, including charts and graphs, using computer spreadsheets, to illustrate technical points

   

  Counterparty Analyses

   

  • Evaluate potential counterparties within the Framework for Managing Counterparty Credit Risk
  • Evaluate the performance of companies with which the VM Group has an exposure
  • On an ongoing basis, evaluate existing counterparties for increases in credit risk and report to the Assets and Liabilities Committee (ALCO) for a decision in a timely manner

   

  General Duties

   

  • Communicate market and research-oriented views, investment strategies and rationales to clients of varying levels of sophistication
  • Collaborate with revenue generating units and marketing to deploy research findings to clients and/or senior management.
  • Work with management to interpret and prioritize business and information needs

QUALIFICATION & EXPERIENCE:

•  Bachelor’s Degree in Economics, Finance, Mathematics, Actuarial Science, Accounts or any other related quantitative field.
•  Achieved at least Level I of the examinations leading to the CFA, ASA, CFP  or other professional designation in a finance related field
•  Licensed by the Financial Services Commission (FSC) or a suitable candidate for licensing.
•  Minimum 2 years’ work experience in quantitative analysis and/or investments research

KNOWLEDGE & COMPETENCIES:

• Economics and Financial Statement Analysis – Command of economic and accounting principles and practices, the financial markets, banking, investments and the analysis and reporting of financial data
• Financial Mathematics –In-depth knowledge of arithmetic, algebra, statistics, asset pricing and their applications
• Strong ability to create financial models utilizing large amounts of data, present findings and explain results when challenged
• Ability to reason so as to produce reasonable answers to specific problems by applying general rules and by combining pieces of information to form conclusions.
• In-depth knowledge of arithmetic, algebra, statistics, asset pricing and their applications
• Ability to apply advanced mathematical and statistical data to make inferences and solve problems
• Excellent command of the Microsoft Office Suite, including Excel,Word and PowerPoint and a familiarity with the use of Bloomberg
• Ability to work independently, initial and accomplish projects with minimal supervision
• Excellent time management skills with the ability to organize, prioritize and manage multiple projects simultaneously in a fast-paced environment
• Strong verbal, writing and quantitative analysis skills to convey information effectively and appropriately depending on the needs of the audience
• Conducts self in a highly ethical and professional manner