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Job Information Senior Research Analyst (healthcare, consumer, and financial experience preferred) Company Information
Contact Name Human Resources
Contact Email [email protected]
Since 14-10-1939
Job Information
Job Type Full-Time
Salary Range Per Month
Category Market Research
Sub Category
Shift Morning
Posted 25-10-2016
Minimum Education University
Degree Title CFA designation preferred
Minimum Experience 10 Year (Related Investment Management Industry Experience )
Work Permit
Required Travel
Job Status
Job Status Sourcing
Start Publishing 25-10-2016
No of Jobs 1
Stop Publishing 16-10-2019

Portfolio Management Team that creates quality-focused, custom portfolios for individuals, families and institutions is seeking a generalist Senior Equity Analyst. The team takes a flexible approach to investing, utilizing both growth and income asset classes, which enables them to capitalize on opportunities wherever they may be discovered. Managers of “core” equity, balanced and fixed-income portfolios, the team leverages their broad expertise and deep understanding of businesses to invest across all the capital structure in order to meet individual client needs. The team’s mission—to add value in all asset categories, give highly personalized service and to do so in a highly efficient manner—underscores this vision.



  • Generate investment ideas across sectors
  • Provide analytical support & market research to Senior Portfolio Managers and other senior analysts on respective team
  • Build and maintain earnings models and informational databases
  • Research, evaluate, and recommend investment ideas that meet investment objectives
  • Attend conferences, tours and company visits
  • Advanced degree and/or CFA designation preferred
Preferred Skills
  • 10-15 years of related investment management industry experience required
  • Generalist sector experience. Healthcare, consumer and financials preferred.
  • Ability to generate investment ideas across aforementioned sectors
  • Excellent presentation, business writing and oral communication skills
  • Strong analytical and problem solving skills
  • Must obtain Series 7 & 66 licenses within 6 months of employment

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