Equities Analyst  

Role Summary:

The Equities Analyst is responsible for initiating, maintaining and improving coverage of companies in designated sector/s.

Main Duties and Responsibilities:

• Contribute to idea generation and portfolio construction of the portfolio managers.
• Regularly write investment narratives for stocks and sectors under coverage.
• Sector and stock coverage--Develop and improve financial and qualitative models for rating companies based on fundamental merit
• Contribute new ideas for expanding and developing different facets of ATRAM Trust’s Investment Process
• Assist in sales and marketing initiatives with reports and presentation requirements
• Provide support in giving presentations to clients and marketing channels as needed
• Comply with regulatory requirements, company and group policies; maintain compliance awareness

• Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses
• Experience in asset management or related industry
• With 2 years or more investment experience in equities research (highly preferred)
• Previous exposure to the market/s assigned is desired
• MBA/CFA is a plus
• Good understanding of investment theories, research approaches, and underlying financial instruments
• Strong fundamental analysis, technical analysis and quantitative skills
• Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment
• Good communication skills (both written and verbal) and interpersonal skills
• Proficiency with Excel and familiarity with trading systems (Bloomberg etc.)
• High level of integrity