RocSearch - Associate Specialist - Investment Research & Advisory

Role:

To partner with Director, Investment Management of a leading European private banking and wealth management firm with over 180 years of successful existence, for providing investment advisory services.

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 conculsive market commentary on the performance of various asset classes including 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

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

Candidate Profile:

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

- 5+ years of experience in providing investment research support covering Multi-Asset Classes including Fixed Income, Equities, Real Estate, Commodities, Hedge funds,and Currencies

- Sound understanding of global macro landscape

- Strong hands-on execution experience 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 and Excel