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Strategic Financial Analyst Position
2 weeks ago
Equity Research Analyst Role
As a Senior Equity Research Analyst, you will provide in-depth fundamental research and actionable investment insights to drive portfolio decisions for Ultra High Net Worth Individuals (UHNI) and Family Office clients.
Key Responsibilities:
- Conduct fundamental analysis of companies, including financial modeling, valuation, and forecasting.
- Identify investment opportunities and generate actionable research recommendations for UHNI and Family Office portfolios.
- Track and analyze macroeconomic and industry trends impacting equity markets.
- Deliver differentiated research reports and presentations that support investment decisions.
- Collaborate with sales and advisory teams to align research insights with client portfolio strategies.
Requirements:
- Strong expertise in fundamental equity research, valuation methods, and financial modeling.
- In-depth understanding of capital markets listed companies and macro-economic drivers.
- Proven ability to translate research into actionable portfolio strategies for UHNI and Family Office clients.
- Exceptional analytical, communication, and presentation skills.
Qualifications:
- MBA (Finance) or CFA/CA equivalent.
- Prior experience in Equity Research, Investment Banking, or Consulting preferred.
