Fretron - Manager - Equity Research
4 weeks ago
Position Overview:
We are seeking an experienced and highly analytical Equity Research Manager to lead our equity research team.
The ideal candidate will have strong leadership skills, a deep understanding of financial markets, and a proven track record in equity analysis.
This role involves managing a team of analysts, developing investment strategies, and providing critical insights to guide the firm's investment decisions.
Key Responsibilities:
Team Management:
- Lead and mentor a team of equity research analysts, fostering a collaborative and high-performance environment.
- Provide guidance on research methodologies, financial modeling, and investment analysis.
- Manage the workflow and ensure timely delivery of quality research reports and analysis.
Equity Research & Analysis:
- Oversee the analysis of individual stocks, sectors, and macroeconomic trends to provide actionable investment insights.
- Prepare detailed financial models and forecasts to support buy, sell, or hold recommendations.
- Conduct thorough fundamental analysis, including reviewing company financials, management, industry trends, and competitive landscapes.
- Regularly update research reports, highlighting key investment thesis and changes in outlook based on new data.
Investment Strategy Development:
- Contribute to the development of equity investment strategies and portfolio recommendations.
- Work closely with portfolio managers and investment teams to align research with broader investment objectives.
- Assess market conditions, economic indicators, and geopolitical events to influence investment decisions.
Client & Stakeholder Interaction:
- Present research findings and investment recommendations to senior management, investment committees, and clients.
- Build and maintain relationships with institutional investors, clients, and sell-side analysts.
- Provide market commentary and respond to client queries on individual stocks, sectors, and market trends.
Market & Industry Trends:
- Stay current on developments in financial markets, economic policy, and industry trends to ensure research remains relevant.
- Monitor competitor research, evaluate alternative investment approaches, and apply best practices to enhance research processes.
Reporting & Documentation:
- Ensure that all research reports are comprehensive, clear, and accurately document the rationale behind investment decisions.
- Prepare presentations and written reports for internal and external stakeholders, ensuring adherence to compliance Bachelor's degree in Finance, Economics, Accounting, or a related field.
- A Master's degree (MBA, MS in Finance) or CFA designation is 4+ years of equity research experience, including a minimum of 3 years in a managerial role.
- Strong experience in financial modeling, valuation, and analysis.
- Deep understanding of financial statements, industry-specific metrics, and economic indicators.
- Proven ability to manage, motivate, and lead a team of analysts
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