HBLTTI: 17686.75 (02-12-2025 18:30:00)

Listening

Research

The ideal candidate will be responsible for analysis of equity and fixed income securities and assists the management and investment committee in identifying attractive investment opportunities.

 

Job Responsibilities:

  • In depth knowledge of investing in Capital Markets and dynamics of different sectors
  • Be able to perform fundamental analysis of the stocks and assist the investment committee in identifying attractive investment opportunities
  • Conduct extensive research on companies & make suggestions for investments in the equity and fixed income market, including proposals for TFCs
  • Understanding of macroeconomic environment and indicators
  • Strong analytical and interpersonal skills
  • Maintain financial data of Markets and Companies
  • Any other assignments assigned by the supervisor as and when required

 

Required Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

  • Strong knowledge & understanding of Equity Market Dynamics.
  • Strong analytical skills to analyse changing market patterns.
  • Good Communication skills (written and verbal both).
  • Equity investment analysis
  • Knowledge of NBFC regulations and mutual fund sector;
  • Knowledge/contacts with management of companies under research coverage, market participants such as brokers, advisors / investment bankers/lead arrangers, company management, etc.
  • Ability to meet deadlines.
  • Proficient in Microsoft Office suite

 

Required Education & Experience:

  • Minimum Bachelor’s degree in relevant discipline from a reputable / HEC recognized institution, CFA/MBA is preferred
  • Minimum fresh or 1 year of industry’s relevant experience

Position Description:

The ideal candidate will be responsible for managing and enhancing the research database infrastructure, ensuring data accuracy and availability, and supporting the investment research team with timely, relevant, and well-structured data for decision-making.


Key Responsibilities:

  • Update the Morning News File daily, including fund returns, benchmarks, and market statistics.

  • Prepare the Daily Performance Sheet reflecting returns of all industry funds.

  • Develop Investment Committee (IC) presentations on a weekly basis.

  • Update IC meeting minutes drafts weekly.

  • Prepare AUM (Assets Under Management) presentations for the industry monthly.

  • Update databases and presentations for FMRs, Director Reports, etc.

  • Provide presentations for quarterly Board and Town Hall meetings.

  • Handle miscellaneous database queries for Sales, Risk, Fund Management, and other departments.

  • Maintain a financial accounts database on a quarterly basis.


Required Competencies:

To perform the job successfully, the candidate should demonstrate the following:

  • Strong analytical and interpersonal skills.

  • Proficiency in Microsoft Office Suite.

  • Accuracy, thoroughness, and high responsibility with excellent attention to detail.


Required Education & Experience:

  • Bachelor’s degree in a relevant discipline from a reputable and HEC-recognized institution.

  • 1–3 years of experience in data management, financial analysis, or research support, preferably in asset management.

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