Job Summary
To provide sound and robust research information which facilitates the investment decision-making process of the organization as well as clients
- Minimum Qualification:Degree
- Experience Level:Senior level
- Experience Length:5 years
Job Description/Requirements
Responsibilities:
- Oversee activities in Investment Research Department, ensuring the prompt publication of periodic reports, macro-economic reports, and market-related news; and initiating coverage on quoted companies;
- Engage in the publication of special reports based on market developments as well as tactical investment ideas aimed at supporting the efforts of the sales team;
- Oversee the publication of the macroeconomic outlook as well as investment themes aimed at guiding investment decisions of major stakeholders;
- Oversee the development, review, and updating of innovative stock screening templates in order to facilitate the valuation and ranking/rating of companies according to their relative financial performance in order to facilitate analyses and investment decisions on their respective stocks
- Develop equities index for tracking portfolio performance
- Develop three-piece financial models for the purpose of deriving financial forecasts and valuation of companies (quoted, unquoted, and start-ups)
- Regularly review securities recommendations
- Participate in Management meetings, and Management Committee by membership or invitation
- Participate in the preparation of performance reports for Board/ Board Committees
- Prepare reports on the performance of the organization’s investments to the Investment Committee
- Liaise with internal clients and external stakeholders such as PFAs, media houses, and business journalists amongst others
- Other roles/tasks as assigned by your Supervisor/Executive Management from time to time.
Requirements:
- First Degree with a minimum of Second-class lower Grade in relevant field.
- Membership in a relevant professional body will be an added advantage
- A minimum of five years’ work experience in the financial services industry
- At least three years of the five years must have been in investment research
- Analytical Skills
- Writing Skills
- Excel Skills
- Presentation Skills
- Communication Skills
- Modeling/forecasting skills
Create Your Profressional CV Now