2 Senior Investment Analyst Equity Research jobs in whatjobs

Senior Investment Analyst - Equity Research

01000 Makongeni KES880000 Annually WhatJobs

Posted 16 days ago

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Job Description

full-time
Our client, a respected financial institution, is seeking a highly analytical and experienced Senior Investment Analyst specializing in Equity Research. This is a fully remote position, enabling you to conduct in-depth market analysis and provide strategic investment recommendations from anywhere. You will be responsible for researching, analyzing, and forecasting the financial performance of publicly traded companies, with a focus on identifying undervalued investment opportunities. This role requires a deep understanding of financial markets, valuation methodologies, and economic trends. You will be expected to develop detailed financial models, write comprehensive research reports, and present your findings to portfolio managers and investment committees. The position is connected to the financial hub of Thika, Kiambu, KE , but offers the significant advantage of being a remote-first role, fostering a dynamic and collaborative investment environment with a global reach. The ideal candidate will possess a strong financial acumen, excellent analytical skills, and a proven ability to generate insightful investment ideas.

Responsibilities:
  • Conduct comprehensive financial analysis of public companies, including financial statement analysis, valuation modeling, and industry research.
  • Develop and maintain detailed financial models to forecast company earnings, cash flows, and valuation.
  • Write clear, concise, and insightful equity research reports with investment recommendations (Buy, Sell, Hold).
  • Monitor market developments, economic trends, and industry news impacting covered companies.
  • Present investment recommendations and research findings to portfolio managers and investment committees.
  • Identify and evaluate potential investment opportunities across various sectors.
  • Engage with company management teams, industry experts, and sell-side analysts.
  • Stay abreast of regulatory changes and market dynamics.
  • Collaborate with other analysts and investment professionals.
  • Contribute to the overall investment strategy and process.
  • Ensure accuracy and integrity of all research and analysis.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. CFA charter or progress towards CFA is highly desirable.
  • Minimum of 5 years of experience in equity research, investment analysis, or a related financial role.
  • Proven ability to build sophisticated financial models and conduct thorough valuation analysis.
  • Strong understanding of financial accounting principles and corporate finance.
  • Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
  • Proficiency in financial databases and software (e.g., Bloomberg, Refinitiv Eikon, FactSet).
  • Strong analytical, critical thinking, and problem-solving skills.
  • Ability to work independently and manage multiple research projects simultaneously in a remote setting.
  • High level of attention to detail and commitment to accuracy.
  • Team player with excellent interpersonal skills.
This advertiser has chosen not to accept applicants from your region.

Senior Investment Analyst - Equity Research

60200 Meru , Eastern KES180000 Annually WhatJobs

Posted 14 days ago

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Job Description

full-time
Our client is seeking a highly analytical and seasoned Senior Investment Analyst with a focus on Equity Research to join their fully remote finance team. This position is crucial for identifying, analyzing, and recommending investment opportunities in publicly traded companies. You will be responsible for conducting in-depth fundamental analysis, building sophisticated financial models, and producing comprehensive research reports to support investment decisions. The ideal candidate possesses a strong understanding of financial markets, valuation methodologies, and industry-specific dynamics. You will collaborate closely with portfolio managers and other analysts, contributing significantly to the firm's investment strategy and performance. This is a remote-first role, allowing you to leverage your expertise from anywhere while contributing to a global investment framework. Key responsibilities include researching companies across various sectors, assessing their financial health, competitive positioning, management quality, and growth prospects. You will monitor market trends, economic indicators, and regulatory changes that may impact portfolio holdings. Developing and maintaining financial models to forecast earnings, cash flows, and valuations will be a core part of your role. Presenting your research findings and investment recommendations clearly and concisely to internal stakeholders is essential. A proven track record of generating profitable investment ideas and a deep commitment to rigorous research are paramount. We are looking for a self-motivated individual with exceptional quantitative and qualitative analytical skills, who thrives in an intellectually stimulating environment and can work autonomously.

Responsibilities:
  • Conduct comprehensive fundamental analysis of publicly traded companies across various industries.
  • Develop and maintain detailed financial models, including valuation, forecasting, and scenario analysis.
  • Prepare in-depth equity research reports, investment theses, and presentations for portfolio managers and investment committees.
  • Monitor market developments, economic conditions, and industry trends impacting investment portfolios.
  • Identify and evaluate potential investment opportunities, providing clear buy/sell/hold recommendations.
  • Assess the quality of management teams, corporate governance, and competitive advantages of companies.
  • Engage with company management teams, industry experts, and sell-side analysts to gather information and insights.
  • Articulate complex financial concepts and investment rationales effectively to diverse audiences.
  • Collaborate with portfolio managers to align research output with investment strategies and risk management objectives.
  • Stay current with accounting standards, regulatory changes, and best practices in financial analysis.
  • Contribute to the development and refinement of the firm's investment research process.
  • Maintain a robust network within the investment community.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Master's degree or MBA is a plus.
  • Minimum of 5 years of experience in equity research, investment analysis, or a similar role within the financial services industry.
  • Strong understanding of financial modeling, valuation techniques (DCF, multiples, etc.), and accounting principles.
  • Proven ability to conduct rigorous fundamental analysis and generate actionable investment ideas.
  • Excellent analytical, critical thinking, and problem-solving skills.
  • Proficiency in financial databases and research tools (e.g., Bloomberg Terminal, Refinitiv Eikon, FactSet).
  • Exceptional written and verbal communication skills, with the ability to present complex information clearly and persuasively.
  • Demonstrated ability to work independently, manage time effectively, and meet tight deadlines in a remote setting.
  • CFA charterholder or progress towards the designation is highly advantageous.
  • High level of integrity, professionalism, and attention to detail.
This advertiser has chosen not to accept applicants from your region.
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