Equity Research Analyst-Wealth Management

Job description

Roles and Responsibilities

• Conduct fundamental research on listed companies.
• Monitor markets trends and analyze data.
• Research report writing and editing.
• Manage client relationships through regular updates and presentations.
• Conduct research to evaluate and recommend investment ideas aligned with the firm's objectives.
• Build and maintain earnings models and informational databases.
• Analyze performance reports and provide insights.
• Offer analytical support and market research across various sectors and companies.
• Prepare forecasting models, including projections for quarterly and annual earnings.
• Maintain and enhance financial models and databases for accuracy and efficiency.
• Stay informed about market data, emerging trends, industry developments, and economic information to deepen sector and company knowledge.
• Assist the team in identifying opportunities and risks to enhance overall performance.
• Communicate research findings effectively through clear written and verbal communication.
• Recommend new investment opportunities for potential inclusion in the portfolio.