RocSearch - Associate Specialist - Investment Research

RocSearch is a world leader in delivering actionable business intelligence solutions and insights to companies around the world. We have been providing customised business and financial research solutions to corporates, consulting/advisory, and private equity firms for over 20 years driven by our deep domain knowledge and a functional understanding of our client's requirements. Our core competency is our exceptional expertise in building and managing dedicated teams to meet each client's unique requirements.

For more information, please visit www.rocsearch.com

Role

To partner with the Co-Chief Investment Officer of a leading European private banking and wealth management firm with over 180 years of successful existence, for providing investment advisory support

Candidate profile

- Post Graduate in Finance with at least CFA- Level 2 certification from CFA Institute, USA

- 3-5 years of experience in providing investment research support covering Multi-Asset Classes including Fixed Income, Equities, Currency Markets, Real Estate Market, Commodities, Hedge funds, and Private Equities

- Sound understanding of global macro landscape

- Strong exposure in end to end writing of investment research reports and thematic papers

- Hands-on with high proficiency in financial databases such as Bloomberg, Factset. Thomson Reuters and Datastream

- Superior client relationship management skills with prior experience in handling senior stakeholders at American and European Investment banks, Asset Management Firms, or PE Firms

- Expert knowledge of MS Office Suite, especially MS-Word

Responsibilities

- Engage with Senior Investment Directors to gather research requirements, scope out projects, and build research strategy

- Prepare detailed thematic papers, position papers, and investment research reports for internal consumption and external circulation

- Write a logical and conclusive market commentary on the performance of various asset classes and funds such as Equities, Fixed Income, and Alternative Investments

- Prepare comprehensive fact packs for equity and fixed income funds that provide international investors an insight into the fund strategy, performance, and portfolio positioning

- Write macro-economic national/international/global reports on a periodic basis that cover major investment themes and a futuristic outlook

- Take complete ownership of account management that includes project prioritization, time estimation, utilization management, management reporting, etc.

- Lead training and knowledge sharing initiatives at a corporate level in the areas of macro-economic and investment research