Equity Research Specialist
1 month ago
Job Title: Equity Advisor / Research Analyst
Location: Remote
Experience: 5+ years
Key Responsibilities:
- Equity Research & Stock Advisory: Conduct comprehensive research on equity stocks, analyzing both fundamental and technical aspects. Provide actionable recommendations to enhance client portfolios.
- Portfolio Review: Monitor and review client portfolios, identifying opportunities for improvement based on market conditions and client objectives.
- Risk-Based Investment Advice: Tailor investment recommendations according to clients' risk profiles, ensuring alignment with their financial goals.
- Stock Whitelisting: Maintain a high-potential stock whitelist based on thorough research and market analysis.
- Client Coordination: Collaborate with clients and internal teams, providing periodic updates and reports on portfolio performance.
Requirements:
- Minimum 5 years of experience in equity research, securities analysis, or stock advisory.
- Proficiency in both fundamental and technical stock analysis.
- Strong analytical skills, attention to detail, and excellent communication abilities.
- Expertise in MS Excel for financial modeling, and proficiency in PowerPoint and Word for presentations and reports.
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