Job Description

Job and Company Description

Join a dynamic team poised to revolutionize wealth management. As a Senior Equity Analyst, you will play a pivotal role in shaping financial success stories. Our client, a leader in innovative wealth solutions, welcomes your expertise to drive meaningful impact within the organisation.

Duties will include, but are not limited to:

• In-Depth Market Analysis: Dive into the intricate dynamics of financial markets. Conduct thorough research to uncover valuable insights, contributing to strategic investment decisions

• Portfolio Optimization: Be the architect of robust portfolios. Utilize your analytical prowess to optimise investment strategies, ensuring alignment with client objectives and market trends

• Investment Recommendations: Shape the future of client portfolios. Provide well-founded investment recommendations, leveraging your expertise to guide clients toward lucrative opportunities

• Risk Management Excellence: Navigate the complexities of risk. Develop and implement strategies that safeguard investments, demonstrating a keen understanding of market volatility and risk mitigation

• Client Collaboration: Forge lasting relationships with clients. Collaborate seamlessly with their esteemed clientele, offering insights, updates, and personalized guidance to enhance their financial journey.

Desired experience and Qualifications

• BCom Investment Management & Banking
• Recognized industry certifications (CFA, CAIA, FMVA) preferred.
• Proven experience as an Equity Analyst in the wealth management sector.
• Analytical proficiency with financial modeling tools and market research.

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