Research Analyst - US Equities

Role and Responsibilities:

• Conduct active research, due diligence and analysis on investment opportunities with a focus on US Equities
• Execution of trades
• Responsible for constructing the company’s investment system, establishing funds and stocks selection models, and conducting fund selection as well as research work
• Monitor and review performance of existing investments in view of the entire portfolio and asset allocation
• Prepare monthly / quarterly / annual performance reports of the underlying investments and entire portfolio
• Actively monitor portfolio risk metrics by generating reports and building model scenarios
• Actively maintain and update investment pipeline and portfolio to build an institutional quality investment portfolio framework to meet and exceed the portfolio’s return objectives.
• Work closely with the firm’s network of bankers, auditors, lawyers on all potential investments

Requirements:

• A proven track record in managing investment portfolio in US Equities
• Possess Degree in Accounting, Finance, Business or Economics. CFA/CAIA qualification would be an advantage.
• Proficient in Microsoft Office, key research databases
• Familiar with a range of analytical tools, databases, software relevant for investments and portfolio management
• Excellent written, verbal communication skills and presentation skills
• Self-motivated and a good team player
• Able to work in a smaller, flexible environment