Investment Research Analyst
1 month ago
About Acuity Knowledge Partners
We are a leading provider of bespoke research, analytics and technology solutions to the financial services sector. Our global network of experts supports over 500 financial institutions to operate more efficiently and unlock their human capital.
About the Role
Join our team as an Investment Research Analyst in the Investment Research department. You will be responsible for building and updating financial models, carrying out DCF and relative valuation methods, and developing accurate assumptions and valuation with rationale.
Key Responsibilities
- Building and updating financial models with scenario analysis
- Carrying-out DCF, relative, SOTP and other relevant valuation methods
- Developing accurate assumptions and valuation with rationale
- Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions
- Discussion investment ideas and stock updates with PM/CIO
- Preparing earnings reviews, preview, attend con calls and management meetings
- Preparing pitch notes/presentations, industry and thematic notes
- Creating and updating databases
- Collecting and analyzing news
- Handling ad hoc research request
- Maintain constant communication with the client and other stakeholders
Key Competencies
- Excellent financial modeling and research report-writing/presentation making skills
- Ability to think through drivers and KPIs across broad range of sectors
- Good client relationship management skills and communication skills
- An eye for details and ability to handle multiple workflows with tight deadlines
- Building complex, error-free models with well-defined revenue/cost driver assumptions
- Carrying out earnings sensitivity analysis
- Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations
- Writing in a logical and structured manner that requires minimal rework
- Writing bulletins and one-page summaries
- Linking macro/industry analysis to the output
- Building effective presentations
- Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases
- Advantageous if has experience in using technologies: Python, SQL, Power BI, etc
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