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.
