RocSearch - Associate Specialist - Macro Economic/Alternative Investment Research

Opportunity

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 atleast CFA- Level 2 certification from CFA Institute, USA

- 4-6 years of experience in providing investment research support on both the traditional and - Alternative Asset classes- i.e. Currency Markets, Real Estate Market, Commodities, Hedge funds and Private Equities

- 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, 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

Responsibilities

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

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

- Assess and identify investment opportunities across global asset classes

- Write 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 monthly and quarterly basis that cover major investment themes and outlook