Role Purpose
The Senior Research Analyst in Investments plays a crucial role in supporting Jubilee Asset Management by providing comprehensive research, market analysis, and insights that inform the company's investment strategies. This role involves rigorous data gathering, financial modelling, and analysis of trends to optimize the performance of investment portfolios and enhance decision-making across the organization.
Strategy
Strategic Research Planning: Lead the development of a long-term research strategy that aligns with the company's investment objectives and goals.
Market Forecasting: Provide strategic forecasts and predictions regarding future market trends and investment opportunities based on in-depth analysis.
Innovation in Research Methods: Continuously improve and innovate the research methodologies to ensure that the firm remains competitive in the market.
Strategic Partnerships: Build and maintain relationships with external research firms, industry experts, and data providers to leverage external insights and information.
Thought Leadership: Act as a thought leader by providing strategic research insights to senior management and external stakeholders.
Benchmarking: Continuously review and assess the company's investment performance against industry benchmarks and advise on strategies to maintain a competitive edge
Operational
Market Research: Conduct thorough research on local and global financial markets, including equities, fixed income, commodities, and alternative investments.
Data Analysis: Analyze large sets of financial data and economic indicators to provide actionable insights for investment decisions.
Financial Modeling: Build and maintain sophisticated financial models to forecast economic trends, evaluate investment risks, and assess the financial performance of various asset classes.
Report Generation: Prepare detailed investment research reports, including market outlooks, sector analysis, and recommendations for portfolio managers.
Sector-Specific Research: Focus on industry-specific research (e.g., healthcare, technology, energy) to provide deep-dive insights into investment opportunities within those sectors.
Quantitative Analysis: Use quantitative techniques and statistical tools to analyze financial markets and identify investment opportunities.
Monitoring Macroeconomic Trends: Track and analyze macroeconomic indicators such as inflation, interest rates, and GDP growth, providing insights on how these factors affect the investment landscape.
Risk Analysis: Conduct risk assessments to identify potential market risks and propose strategies to mitigate them.
Compliance Reporting: Ensure that all research adheres to the regulatory frameworks governing investments and corporate governance policies.
Collaboration with Investment Teams: Collaborate with portfolio managers, junior analysts, and the wider investment team to provide research support that enhances the overall portfolio performance.
Corporate Governance
Adhere to all corporate governance policies, ensuring transparency, accountability, and integrity in the research process.
Ensure compliance with industry regulations and guidelines, including those related to research ethics and conflict of interest management.
Collaborate with the compliance and risk teams to ensure research activities are conducted within regulatory frameworks and best practices.
People and Culture
Foster a culture of continuous improvement, collaboration, and knowledge-sharing within the research and investment teams.
Act as a mentor to junior analysts, providing guidance and support to enhance their research skills and career development.
Champion diversity and inclusion within the team, promoting a collaborative and respectful work environment.
Lead by example in upholding the firm's values of excellence, innovation, and integrity in all research activities.
Key Competencies
Deliver detailed and actionable research insights that drive investment decisions.
Provide leadership in the development of research processes and the management of junior analysts.
Present research findings and recommendations to the investment committee and senior management.
Ensure that research outputs align with the company's strategic objectives and investment philosophy.
Develop and maintain a research database for tracking industry-specific and macroeconomic trends.
Collaborate with portfolio managers to ensure research insights are effectively incorporated into portfolio strategies.
Qualifications
Bachelor's degree in Finance, Economics, Statistics, or a related field.
CFA Charter holder or relevant research certifications (preferred).
Relevant certifications in financial research or analysis.
Relevant Experience
Minimum 3-4 years of experience in investment research, financial analysis, or a related field.
Proven experience conducting research across multiple asset classes and industries.
Experience with quantitative analysis and financial modeling.
Background in working with institutional clients and presenting research findings.
Demonstrated experience in a regulated financial environment.