Company Description
We are a global asset management firm dedicated to delivering long-term value for institutional and private clients through a disciplined investment approach. Our platform spans equities, fixed income, alternatives, and multi-asset solutions, with a strong focus on research-driven strategies. By integrating global reach with local expertise, we aim to uncover opportunities that align with our clients' objectives while carefully managing risk. Innovation, integrity, and collaboration are the hallmarks of our culture. Within our investment division, research plays a pivotal role in guiding portfolio decisions, ensuring that strategies are informed by deep market insight and rigorous analysis. We are committed to developing talent and fostering an environment where professionals can thrive and contribute to shaping market-leading solutions.
Role Description
The Asset Management – Investment – Research Analyst will support portfolio managers and senior investment professionals by providing fundamental, quantitative, and thematic research across multiple asset classes. The role involves conducting in-depth company and industry analysis, building valuation models, and monitoring economic and market trends that impact investment strategies. Analysts are expected to generate actionable insights, produce research reports, and contribute to investment recommendations that align with client mandates.
Key responsibilities include:
* Performing bottom-up analysis of companies and sectors, with a focus on financial statements, competitive positioning, and long-term growth potential.
* Evaluating macroeconomic indicators, monetary policy, and geopolitical events to identify potential investment implications.
* Assisting in portfolio construction by providing sectoral and regional research inputs.
* Preparing investment presentations and detailed research notes for internal and external stakeholders.
* Engaging with company management, industry experts, and sell-side analysts to validate assumptions and enhance research quality.
* This role offers the opportunity to gain broad exposure to global markets, develop expertise in investment analysis, and directly impact portfolio outcomes. The analyst will work closely with senior team members, contributing to a collaborative environment that values intellectual rigor and innovation.
Qualifications
* Bachelor's or Master's degree in Finance, Economics, Accounting, Business, or a quantitative discipline. CFA designation (or progress toward it) preferred.
* 1–5 years of professional experience in investment research, asset management, equity/fixed income analysis, or related fields.
* Strong understanding of financial markets, valuation methods, and portfolio management principles.
* Advanced proficiency in financial modeling, Excel, and research tools such as Bloomberg, FactSet, or Capital IQ.
* Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail.
* Ability to synthesize large volumes of data into clear insights and recommendations.
* Strong written and verbal communication skills with the ability to present complex ideas effectively.
* Self-motivated, team-oriented, and able to thrive in a dynamic, fast-paced environment.
* Demonstrated curiosity for global markets, industry trends, and long-term investment themes.