Research and Analysis:Conduct thorough research on industries, companies, and macroeconomic trends to evaluate potential investments. Analyze financial statements, valuation metrics, and market data to support investment decisions.
Financial Modeling:Develop and maintain sophisticated financial models, such as , comparable company analysis, and scenario modeling.
Reporting and Presentations:Prepare detailed reports, investment memos, and presentations summarizing research findings and investment recommendations for the investment team, senior management, and clients.
Portfolio Support:Monitor portfolio positions and market movements, providing timely updates to the investment team. Assist with performance attribution calculations and portfolio data reconciliations.
Data Management:Collect, organize, and enter data for financial analysis and reporting.
Meeting Support:Prepare data for investment meetings, attend them, and take comprehensive minutes to document key discussions and decisions.
Due Diligence:Assist in preparing product due diligence materials for the investment team's review.
Skills and Requirements
Technical Skills:Proficiency in financial analysis, strong knowledge of for modeling and analysis, and PowerPoint for presentations are essential.
Analytical & Numerical Skills:Strong analytical abilities and a keen attention to detail are crucial for evaluating complex financial information.
Soft Skills:An ability to work in a fast-paced environment, strong communication and teamwork skills, and a willingness to learn are highly valued.
Foundation:A basic understanding of financial statements, investment principles, and the capital markets is generally expected.
