Responsibilities
Investment Research and Analysis
- Conduct in-depth company and sector research; develop detailed financial models and continuously monitor assigned companies.
- Analyze financial statements, including balance sheets, P&L, and cash flow statements, to derive insights for investment decisions.
- Perform market, portfolio, and macroeconomic analysis to evaluate investment opportunities.
- Build and maintain investment thesis for equities, mutual funds, and startup investments.
- Provide continuous coverage of allocated industry sectors and individual stocks; analyze corporate actions and earning results.
- Evaluate startup and private investment opportunities; prepare detailed risk–return analysis reports.
Portfolio and Operations Management
- Monitor and update investment portfolios, ensuring data accuracy and timely reporting.
- Liaise with treasury back-office teams to ensure smooth and timely trade processing.
- Maintain up-to-date documentation and compliance records for all investments.
- Track market developments, regulatory changes, and global macroeconomic trends impacting portfolio performance.
Stakeholder Collaboration
- Coordinate with Corporate Finance, Treasury Front Office, and Group Finance Teams for investment planning and execution.
- Interact with external stakeholders including wealth advisors, fund managers, consultants, and auditors for transaction support and analysis.
Key Attributes Required
- Strong communication and interpersonal skills for effective stakeholder coordination.
- Excellent listening and analytical skills to interpret diverse viewpoints and translate them into actionable insights.
- Proactive, detail-oriented, and self-motivated with a deep understanding of financial markets.