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Investment Analyst at Robert Walters

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Strong knowledge of investment frameworks, Experience in research coverage libraries, Ability to provide weekly executable trades, Experience in portfolio review, Mandarin speaker is a plus.

Key responsabilities:

  • Conduct detailed research on equities, fixed income, and derivatives.
  • Prepare portfolio analysis, presentations, and proposals.
  • Organize monthly online conference for macro market outlook.
  • Understand business needs to meet investment objectives.
  • Handle ad hoc tasks including marketing collateral development.
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Robert Walters Human Resources, Staffing & Recruiting Large https://www.robertwaltersgroup.com/
1001 - 5000 Employees
See more Robert Walters offers

Job description

Our client is seeking a dedicated and knowledgeable Investment Analyst to join their team. In this role, you will be tasked with conducting general research on the financial markets and specific research on various asset classes.

What You'll Do

As an Investment Analyst, your primary role will involve conducting detailed research on various asset classes including equities, fixed income, and derivatives.

  • Conduct research on specific asset classes (equities, fixed income, and derivatives) or companies/industries themes to reach high conviction trades.
  • Understand the needs of our business and develop strategies that help them meet investment objectives.
  • Assist in preparing portfolio analysis, presentations, and proposals.
  • Handle ad hoc tasks including developing marketing collaterals and research into relevant market and company-specific developments.
  • Prepare and present weekly investment view.
  • Organise monthly online conference for macro market outlook.

What You Bring

The ideal candidate for the Investment Analyst position brings a strong knowledge of investment frameworks along with experience in creating libraries for research coverage across various asset classes.

  • Strong knowledge of investment frameworks.
  • Experience in creating libraries for research coverage and top ideas - FI, Equity, ETF, Mutual Fund, Alternatives investments and private deals.
  • Ability to provide weekly executable trades (preferably in line with investment themes).
  • Experience in portfolio review (Market update/ houseview, Portfolio consolidation excel, Investment ideas).
  • Capability to make recommendations for new portfolios.
  • Willingness to take on investment calls weekly and on an ad hoc basis.
  • Experience in organising quarterly market updates with Investments Gurus (Banks, Financial partners, or Fund managers) is a plus.
  • Mandarin speaker is a plus.

What Sets This Company Apart

Our client is a leading player in the financial industry, known for their commitment to providing top-notch services to their clients. They offer a supportive and inclusive work environment where every team member's contribution is valued. They believe in fostering growth and learning, providing ample opportunities for professional development. Their flexible working policy ensures a healthy work-life balance for all employees.

What's Next

Ready to take the next step in your career? Apply now!

Do note that we will only be in touch if your application is shortlisted.

Agensi Pekerjaan Robert Walters Sdn Bhd

Business Registration Number : 729828-T

Licence Number : JTKSM 423C

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Organizational Skills
  • Analytical Thinking

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