Investment Analyst – Equities and Fixed Income
This job listing is on behalf of our subsidiary company focused on Asset Management, IWealth Global Asset Management Ltd, located in Petaling Jaya.We are seeking a motivated and detail-oriented Investment Analyst with a minimum of 2 years of experience to join our dynamic team. The successful candidate will focus on equities and fixed income investments, conducting in-depth research and analysis to support our portfolio management and investment strategies.Job Description:Research and Analysis:Conduct fundamental and technical analysis of equities and fixed income securities.Monitor macroeconomic trends, industry developments, and geopolitical factors impacting investments.Evaluate financial statements, earnings reports, and other data to assess the performance and potential of investments.Provide recommendations to portfolio managers based on research findings.Assist in developing and maintaining diversified investment portfolios aligned with risk tolerance and return objectives.Monitor portfolio performance and suggest rebalancing strategies when necessary.Investment Reporting:Prepare detailed reports and presentations on investment performance, market trends, and research findings.Track key metrics and performance indicators to ensure alignment with investment goals.Collaboration and Communication:Work closely with portfolio managers, traders, and other analysts to provide actionable insights.Participate in internal investment committee meetings to present findings and strategies.Build and maintain relationships with external stakeholders, including industry experts, analysts, and company executives.Assess and quantify risks associated with equities and fixed-income investments.Implement risk mitigation strategies in collaboration with the risk management team.Qualifications and Skills:Education:Diploma or Bachelor's degree in Finance, Economics, Accounting, or a related field. A master's degree or CFA designation is a plus.Experience:Minimum of 2 years of experience as an Investment Analyst or in a related role, with exposure to equities and fixed income markets.Technical Skills:Proficiency in financial modelling and valuation techniques.Strong knowledge of investment tools and platforms such as Bloomberg, FactSet, etc.Advanced proficiency in Excel, PowerPoint, and data visualization tools.Analytical Skills:Ability to analyze complex financial data and provide actionable recommendations.Communication Skills:Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.Attention to Detail:Strong organizational skills with a high degree of accuracy in work.Teamwork:Ability to work collaboratively in a fast-paced, team-oriented environment.Market Knowledge:Solid understanding of global financial markets, asset classes, and investment strategies.Preferred Qualifications:Experience with quantitative analysis.Knowledge of regulatory requirements for equities and fixed income investments.Prior experience in a buy-side or sell-side research role.Company Information
Registration No. 1321780-WYour application will include the following questions:How many years' experience do you have as an Investment Analyst?How many years of asset management experience do you have?Which of the following languages are you fluent in?How much notice are you required to give your current employer?Which of the following Microsoft Office products are you experienced with?Do you possess or have access to your own transportation?How many years' experience do you have as a Financial Modelling Analyst?How many years' experience do you have in market research?#J-18808-Ljbffr