Fundamental Equity Research, Investments, Associate

Responsibilities: • Develop maintain a dashboard to track key valuation metrics, KPIs and updates on covered companies • Collaborate with portfolio managers and senior analyst(s) to evaluate investment theses, provide effective challenge where appropriate, ensuring they are backed by thorough research and data • Carry out independent industry research, including monitoring macroeconomic trends, technological innovations, regulatory changes, and geopolitical factors that could impact the portfolio • Attend industry conferences, earnings calls, and investor meetings to gather qualitative insights and assess company strategies, adjusting investment recommendations as necessary • Prepare detailed research reports and presentations to summarize key findings, updates and strategy s performance, incl. semi-annual review with clients, sustainability thesis, etc. • Stay current with market news, interpret news impact on stocks, and understand industry dynamics Skills • Strong financial modeling skills, including proficiency in DCF, comps, and ability to interpret financial statements to assess company health • Attention to detail to ensure that models and assumptions are accurate, up to date, and reflect the most current information • Ability to access, digest, and synthesize new information quickly (e.g., earnings calls, news flow, regulatory updates) • Strong writing and presentation skills, ability to communicate complex ideas simply, and understanding of report structure • Functional understanding of prompting GenAI tools to accelerate research process Qualifications: • Relevant experience of 3-5 years in equity research • Strong educational background with Bachelors in finance or economics • CFA (Level II or III) or other relevant certifications are preferred • Proficiency in Excel, Bloomberg, and other investment analysis tools, along with excellent analytical and communication skills, is essential Skills: Report Writing, Equity Research, Industry Analysis, Financial Modeling Experience: 3.00-5.00 Years