Job Description

Role Description

The Investment Analyst / Portfolio Analyst / Investment Research Associate evaluates financial information to support investment decisions and portfolio oversight. Responsibilities include researching markets and companies, analysing financial statements, building models, and communicating findings and risks.

The Investment Analyst assesses opportunities and valuations. The Portfolio Analyst monitors holdings, exposures, and performance attribution, while the Investment Research Associate supports research coverage, maintains forecasts, and prepares evidence-based investment materials for review.

Qualifications

Degree in Finance, Economics, Accounting, Mathematics, or a related field, or equivalent relevant experience.
Relevant experience or internships in investment research, portfolio analysis, financial modelling, or asset management.
Understanding of financial statements, valuation methods, investment instruments, and portfolio concepts.
Proficiency in Excel and familiarity with financial databases, market data, or analytical tools.
Ability to evaluate assumptions, compare scenarios, and identify material risks.
Strong research and writing skills for producing clear, well-supported analysis.
Attention to data accuracy, confidentiality, professional ethics, and conflicts of interest.
For investment analyst positions, experience assessing businesses, securities, or assets and developing valuation models.
For portfolio analyst positions, experience analysing returns, benchmarks, exposures, and performance drivers.
For research associate positions, ability to maintain models, monitor developments, and prepare research summaries; progress towards a relevant professional qualification is advantageous.