Junior Investment Analyst

Job Summary

Reporting to the Chief Executive Officer or a designated senior leader, you will conduct investment research, develop financial models and undertake investment-related projects to support informed decision-making. You will prepare detailed investment reports and client presentations to communicate insights effectively. You will monitor financial markets to identify trends, opportunities and risks, and collaborate with the portfolio management team to enhance investment strategies. You will also perform other duties as assigned by the company.

Responsibilities

• Conduct comprehensive investment research to identify market opportunities and risks that inform portfolio decisions
• Develop and maintain financial models to evaluate investment performance and support strategic planning
• Prepare clear, data-driven investment reports and client presentations that facilitate stakeholder understanding and engagement
• Monitor financial markets continuously to track relevant economic indicators and asset movements impacting investment portfolios
• Support portfolio management activities by providing timely analysis and actionable insights to optimize asset allocation
• Execute additional tasks as assigned to contribute to the company's overall investment objectives and operational efficiency