Contribute to idea generation and portfolio construction of the portfolio managers.
Conduct relative value analysis of equity securities and craft recommendations to support the Equity Portfolio Managers in assessing prospective investments.
Develop quantitative models for rating companies based on fundamentals.
Establish and maintain relationships with current and prospective issuers, which may include, among others, periodic company visits, discussions with company senior officers, and active participation in company earnings calls/presentations.
Support Sales and Marketing initiatives
If, and when needed, provide support to the Credit Analyst/s and Fixed Income Portfolio Manager/s in the evaluation of prospective fixed income investments.
Qualifications
Critical analysis/thinking
Financial analysis
Spreadsheet modeling
Leadership, mentoring, and coaching
Presentation/communication skills
Economics, Finance, Accounting, Mathematics background an advantage
