Senior Investment Analyst

Job Ref. No. JAML040

Role Purpose

The Senior Investment Analyst will be responsible for conducting in-depth market research, financial analysis, and providing strategic insights for the management of investment portfolios. This role involves both operational and strategic functions, requiring the ability to work cross-functionally within a collaborative culture, contributing to decision-making processes at the highest levels.

Strategy

• Strategic Input: Contribute to the development of long-term investment strategies and goals that align with the company’s objectives and the evolving market environment.
• Market Analysis: Provide forward-looking analysis on market conditions and identify emerging trends that can influence investment strategy.
• Client Advisory: Assist in developing tailored investment strategies for key clients, providing insights into risk management and potential growth opportunities.
• Thought Leadership: Present thought leadership on investment trends and strategic shifts to senior management and clients.
• Investment Strategy Development: Lead the development of new investment products and strategies aimed at expanding the company's portfolio and client offerings.
• Benchmarking: Ensure that investment performance benchmarks are continuously evaluated and adjusted to maintain competitiveness.

Operational

• Performance reporting: Prepare and present periodic Client investment performance and macroeconomic outlook reports in line with the Clients' mandates.
• Business development: Prepare investment proposals and macroeconomic outlook reports to support the business development department engage prospective Clients.
• Investment Research and Analysis: Conduct detailed research on equities, fixed income, and other asset classes to support investment decision-making.
• Financial Modeling: Develop and maintain financial models to forecast market trends and evaluate potential investments.
• Portfolio Management: Monitor portfolio performance, assess risk, and propose adjustments to optimize returns in line with the investment strategy.
• Data Collection and Reporting: Gather financial data from various sources, analyze key trends, and present reports to the investment committee and stakeholders.
• Asset Valuation: Perform valuations of investment assets and present findings to senior management and clients.
• Risk Assessment: Analyze market, credit, and liquidity risks associated with different investment strategies.
• Investment Documentation: Prepare and update investment documentation, including investor reports, market updates, and investment strategy proposals.
• Regulatory Compliance: Ensure that all investments comply with relevant regulatory standards and corporate governance practices.
• Client Management: Work closely with institutional and retail clients to understand their investment needs, provide advisory services, and deliver customized investment solutions.
• Support Investment Strategies: Collaborate with the portfolio managers and the broader investment team to implement and monitor investment strategies.

Corporate Governance

• Ensure all investment operations adhere to the company's governance policies, including risk management frameworks, reporting standards, and compliance with regulatory requirements.
• Contribute to the ethical management of investment portfolios, ensuring that all actions reflect the company’s integrity and fiduciary responsibilities.
• Work closely with the risk and compliance teams to maintain transparency and accountability in all investment decisions.

People and Culture

• Promote a culture of excellence, collaboration, and ethical investment within the team.
• Encourage knowledge-sharing and continuous learning among team members.
• Support the company’s diversity and inclusion initiatives by fostering an inclusive work environment.
• Lead by example by embodying the company’s core values in day-to-day operations and strategic thinking.

Key Competencies

• Strong analytical and problem-solving skills.
• Excellent financial modeling and forecasting abilities.
• Deep knowledge of equity and fixed income markets.
• Exceptional communication skills, both written and verbal.
• Ability to work collaboratively in a fast-paced environment.
• Strong attention to detail and adherence to deadlines.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• CFA Charter holder or equivalent qualification (preferred).
• Relevant certifications in financial analysis or investment management.

Relevant Experience

• At least 3-4 years of experience in investment analysis, portfolio management, or related roles.
• Experience in managing institutional client relationships.
• Proven track record of conducting investment research and providing actionable insights.
• Strong background in financial modeling, asset valuation, and risk assessment.
• Prior experience working in a regulated financial environment.