Senior Research Analyst

https://www.zedcrest.com/

Zedcrest Wealth provides digital investment and wealth management solutions to Individuals, Businesses, Institutions and Family Offices.

Job Title:             Senior Research Analyst

Unit:                     Research and Portfolio Management

Reports to:          Head, Research and Portfolio Management

Job Summary

The Senior Research Analyst in the Research and Portfolio Management Unit of Zedcrest Wealth will be responsible for conducting in-depth investment research, analyzing financial markets, and providing data-driven insights to support portfolio decision-making. The ideal candidate will leverage quantitative and qualitative research methodologies to evaluate investment opportunities and risks, ensuring optimal portfolio performance.

Responsibilities

·        Conduct comprehensive research and analysis on macroeconomic trends, financial markets, and investment instruments.

·        Develop and maintain financial models to forecast asset performance and market trends.

·        Provide investment recommendations based on thorough fundamental and technical analysis.

·        Monitor and assess portfolio performance, identifying areas for optimization.

·        Prepare detailed research reports, presentations, and market insights for internal and external stakeholders.

·        Collaborate with the Research and Portfolio Management team to develop and implement investment strategies.

·        Stay updated on regulatory changes, industry trends, and emerging market opportunities.

·        Evaluate risk factors affecting portfolio assets and recommend risk mitigation strategies.

·        Engage with external research firms, analysts, and investment professionals to gather relevant market intelligence.

·        Support the development of innovative investment products and solutions tailored to client needs.

Requirement

·        Bachelor’s degree in Banking & Finance, Accounting, Economics and related courses. (Master’s degree or CFA certification is an advantage).

·        Minimum of 3 years of experience in investment research, portfolio management, or related roles.

·        Strong analytical skills with proficiency in financial modeling and data analysis.

·        Solid understanding of capital markets, asset classes, and investment instruments.

·        Proficiency in Bloomberg, Excel, and other financial analysis tools.

·        Excellent communication and presentation skills with the ability to translate complex data into actionable insights.

·        High level of attention to detail and strong problem-solving abilities.

·        Ability to work independently and collaboratively in a fast-paced environment.

·        Knowledge of regulatory frameworks and compliance standards in financial markets.

·        Demonstrated track record of successful investment research and portfolio contributions.