Financial Analyst / Investment Analyst / Research Analyst

Role Description

Research and Analysis

• Research companies, industries, markets, financial instruments, and economic developments using reliable approved sources.
• Collect and organize financial information and evaluate trends, risks, opportunities, and performance indicators.
• Analyze financial statements, revenue trends, expenses, cash flows, profitability, valuation metrics, market data, and other financial information.
• Prepare financial models, forecasts, valuation analyses, scenario assessments, and comparative company or industry reviews.
• Evaluate investment and business opportunities, market conditions, competitive environments, and factors influencing financial performance.
• Contribute to research reports, investment summaries, financial presentations, and recommendations based on available evidence.
• Monitor financial markets, economic developments, industry trends, company announcements, and regulatory changes.
• Prepare periodic reports, dashboards, presentations, market updates, and analytical summaries for internal stakeholders.

Qualifications

• Bachelor’s degree, diploma, or equivalent qualification in finance, accounting, economics, business administration, investment management, financial mathematics, statistics, or a related field.
• Strong understanding of financial analysis, accounting principles, financial markets, investment concepts, and business performance.
• Ability to analyze income statements, balance sheets, and cash flow statements.
• Strong proficiency in Microsoft Excel, Google Sheets, or similar financial analysis tools.
• Familiarity with financial databases, market research platforms, company filings, economic data sources, and investment research tools.
• Understanding of financial modeling, forecasting, valuation methods, scenario analysis, and sensitivity analysis.
• Familiarity with discounted cash flow, comparable company analysis, and relevant financial multiples is advantageous.
• Strong research, information-gathering, analytical, quantitative, critical-thinking, and communication skills.
• Familiarity with Power BI, Tableau, Bloomberg, Capital IQ, Refinitiv, Python, R, SQL, or similar tools is advantageous.
• Ability to prepare financial models, research reports, investment summaries, presentations, dashboards, and analytical documentation.
• Understanding of confidentiality, financial data handling, research integrity, and responsible use of market information.
• Ability to manage multiple assignments and collaborate with finance, investment, research, strategy, management, and business teams.