Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or Accounting, or other business-related disciplines
  
• 7 years+ relevant work experience.
  
• A chartered member of CFA Level 1 (Minimum) is an added advantage.
  

• Excellent use of investment analysis software e.g., Capital IQ, Bloomberg, Infoware etc.
  
• Exposed to Macroeconomics, Econometrics, Financial Modeling, Performance Analytics, Risk Management, Portfolio Construction, Reporting, Performance Attribution, etc.
  
• Excellent quantitative and qualitative analytical skills.
  
• Solid understanding of financial set-up, procedures, statistics, and economics.
  
• High level of emotional intelligence.
  
• Excellent interpersonal skills.
  
• Possess good Industry Knowledge.
  
• Effective written and verbal communication skills.
  
• Client Orientation
  
• Excellent Problem-Solving Skills
  
• Possess strong attention to detail.
  
• Constructively helps and coaches’ others in their professional development.
  
• Driven & Goal Oriented. Exhibits a “can-do” approach and inspires others to excel.
  
• Develops and maintains team spirit.
  
• Establishes and maintains high standards and measures.
  
• Encourages and promotes high standards through example.
  
• Well Read and Excellent Business Writing
  
• Constructively helps and coaches’ others in their professional development.
  
• Exhibits a “can-do” approach and inspires others to excel.
  
• Develops and maintains team spirit.
  
• Encourages and promotes high standards through example.
  
• Considers excellence a fundamental priority and instills this attribute in other team members.
  
• Conscientiously assign performance goals, offer year-round performance feedback, and conduct timely performance discussions and reviews.
  
• Align people, work, and systems with the business strategy.
  
• Ability to establish and maintain strong relationships with existing and new clients.
  

Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or Accounting, or other business-related disciplines
  
• 7 years+ relevant work experience.
  
• A chartered member of CFA Level 1 (Minimum) is an added advantage.
  

• Excellent use of investment analysis software e.g., Capital IQ, Bloomberg, Infoware etc.
  
• Exposed to Macroeconomics, Econometrics, Financial Modeling, Performance Analytics, Risk Management, Portfolio Construction, Reporting, Performance Attribution, etc.
  
• Excellent quantitative and qualitative analytical skills.
  
• Solid understanding of financial set-up, procedures, statistics, and economics.
  
• High level of emotional intelligence.
  
• Excellent interpersonal skills.
  
• Possess good Industry Knowledge.
  
• Effective written and verbal communication skills.
  
• Client Orientation
  
• Excellent Problem-Solving Skills
  
• Possess strong attention to detail.
  
• Constructively helps and coaches’ others in their professional development.
  
• Driven & Goal Oriented. Exhibits a “can-do” approach and inspires others to excel.
  
• Develops and maintains team spirit.
  
• Establishes and maintains high standards and measures.
  
• Encourages and promotes high standards through example.
  
• Well Read and Excellent Business Writing
  
• Constructively helps and coaches’ others in their professional development.
  
• Exhibits a “can-do” approach and inspires others to excel.
  
• Develops and maintains team spirit.
  
• Encourages and promotes high standards through example.
  
• Considers excellence a fundamental priority and instills this attribute in other team members.
  
• Conscientiously assign performance goals, offer year-round performance feedback, and conduct timely performance discussions and reviews.
  
• Align people, work, and systems with the business strategy.
  
• Ability to establish and maintain strong relationships with existing and new clients.
  

• Provide overall strategic direction to the research associates and analysts
  
• Assist with providing relevant quantitative and qualitative research information to the Investment Committee.
  
• Build tactical model asset allocations.
  
• Analyze and produce periodic reports and updates on quoted and unquoted companies
  
• Maintain an extensive coverage list of companies and monitor of all developments on those companies.
  
• Review and interpret cash flow statements, income statements and balance sheets on publicly traded domestic and foreign companies.
  
• Calculate financial ratios and perform exchange rate calculations.
  
• Develop key industry themes and company due diligence working with research team.
  
• Provide fundamental research on industry and individual company and help generate timely and accurate investment recommendations.
  
• Develop financial models to accurately reflect companies’ overall performance and valuation to help make guide  investment decisions.
  
• Supervise performance of respective company’s part of portfolio and provide timely updates on individual companies.
  
• Support research and periodical publication activities.
  
• Develop, update, and evaluate basic and advanced company valuation models.
  
• Develop, maintain, and analyze generic and specific company, industry, and market overviews.
  
• Track information from sell-side research sources and assist to build a database of consensus estimates at the macro and security level.
  
• Build our machine learning based fixed income analytical platform and research bouquet.
  
• Assist to publish research and retail friendly pieces for client consumption across several channels (email, newsletters, social media).
  
• Represent the firm in the media and at special client events.
  
• Provide advisory services to select HNI clients.