Key Responsibilities
Workflow could include:
- Building and updating financial models with scenario analysis
- Carrying-out DCF, relative, SOTP and other relevant valuation methods
- Developing accurate assumptions and valuation with rationale
- Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions
- Discussion investment ideas and stock updates with PM/CIO
- Preparing earnings reviews, preview, attend con calls and management meetings
- Preparing pitch notes/presentations, industry and thematic notes
- Creating and updating databases
- Collecting and analyzing news
- Handling ad hoc research request
- Maintain constant communication with the client and other stakeholders
Key Competencies
The analyst should have
- Proficiency in Mandarin, Japanese, and English languages
- Excellent financial modeling and research report-writing/presentation making skills
- Should have ability to think through drivers and KPIs across broad range of sectors
- Good client relationship management skills and communication skills
- An eye for details and ability to handle multiple workflows with tight deadlines
- Numerical abilities
Building complex, error-free models with well-defined revenue/costdriver assumptions
Carrying out earnings sensitivity analysis
Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations
Writing in a logical and structured manner that requires minimal rework
Writing bulletins and one-page summaries
Linking macro/industry analysis to the output
Building effective presentations
Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases
Advantageous if has experience in using technologies: Python, SQL, Power BI, etc Good client relationship management skills and communication skills
