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
