Research Analyst

Equiti Wealth – Research Analyst Position

Job Summary:

As a Research Analyst, you will play a crucial role in our investment team, contributing to the identification and evaluation of investment opportunities. You will collaborate closely with our investment professionals to conduct in-depth research on fund managers, their investment strategies, and market trends. Additionally, you will be responsible for assisting in portfolio monitoring and reporting.

Responsibilities:

Research:

• Conduct comprehensive research on potential fund managers, including their investment philosophy, track record, team composition, and risk management practices.
• Analyze fund performance data, including returns, risk metrics, and style analysis.
• Evaluate the fund's investment strategy to determine its alignment with the overall investment objectives of the fund of funds.

Due Diligence:

• Assist in the preparation of due diligence reports on potential fund investments and interviews with fund managers.
• Evaluate the fund's operational infrastructure, risk management procedures, and compliance with regulatory requirements.

Monitoring:

• Track the performance of existing fund investments and monitor market developments that could impact their performance.
• Prepare regular reports on the performance of the fund of funds portfolio.

Financial Analysis:

• Analyze the financial statements of fund managers to assess their financial health.
• Evaluate the fund's fee structure and negotiate favorable terms.

Market Analysis:

• Track market trends, economic indicators, and regulatory changes that could impact the fund of funds portfolio.
• Identify potential investment opportunities and risks.

Qualifications:

• Bachelor's degree in finance, economics, accounting, or a related field.
• Pursuing CFA Charter – Passed CFA Level 1 exam.
• Strong analytical and quantitative skills, including proficiency in Excel and financial modelling.
• Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
• A passion for investing and a desire to learn about the financial markets.
• 2-3 years of experience as an analyst in the financial industry (preferably sell-side) is a must.