Job title: Investment Analyst
Location: [Company location]
Reports to: [Portfolio Manager or Head of Research]
Employment type: [Full-time]
Job summary:
We're looking for an Investment Analyst to research companies, sectors, and markets for [firm name]. The right person builds strong financial models, writes clear investment memos, and backs recommendations with evidence.
Investment analysts give portfolio managers the research they need to make good decisions. Sharp analysis improves returns and reduces risk for clients.
Key responsibilities:
- Research companies, industries, and economic trends.
- Build valuation models, including DCF and comparable company analysis.
- Analyze financial statements, earnings reports, and regulatory filings [such as SEC, Companies House, ASX, or SEBI filings].
- Write investment memos with clear recommendations.
- Track portfolio holdings and flag changes in risk or thesis.
- Use data tools such as [Bloomberg, FactSet, or Capital IQ].
- Join management calls and industry conferences.
- Present ideas to the investment committee.
- Monitor market news and update models after earnings.
- Follow compliance rules, including trading and disclosure policies.
Qualifications: - Bachelor's degree in Finance, Economics, Accounting, or a related field.
- [X]+ years of investment research, banking, or equity analysis experience.
- Strong financial modeling and valuation skills.
- Experience with Bloomberg, FactSet, or Capital IQ.
- Advanced Excel skills.
Skills: - Financial modeling.
- Valuation.
- Research and writing.
- Critical thinking.
- Market awareness.
- Clear presentations.
Nice to have: - CFA charter or progress toward it.
- Python or SQL for data analysis.
- Sector expertise in [sector].
Benefits: - [Health, dental, and vision insurance, or private medical cover]
- [Retirement plan, such as a 401(k), pension, or superannuation]
- [Paid time off and holidays]
- [CFA exam support]
- [Salary range]
