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We are seeking a highly motivated Investment Research Analyst to support our portfolio management and investment decision-making process. The ideal candidate will conduct in-depth research, analyze financial data, and provide actionable insights to enhance our investment strategies.

 

KEY RESPONSIBILITIES

 

• Conduct detailed research and analysis of equities, sectors, and macroeconomic trends.
• Evaluate financial statements, earnings reports, and market data to identify investment opportunities.
• Monitor portfolio performance and provide recommendations to optimize risk and return.
• Stay informed on market developments and provide regular insights to the investment team.
• Assist in preparing reports and presentations for internal and client use.
• Collaborate with the team to support strategy development and execution.

 

QUALIFICATIONS

 

• Bachelor’s degree in finance, economics, or a related field; CFA is required.
• 2+ years of experience in investment research, portfolio management, or a related field.
• Strong analytical skills with the ability to interpret complex financial data and trends.
• Proficiency in financial modeling, valuation techniques, and investment analysis tools.
• Excellent written and verbal communication skills to convey insights effectively.
• Advanced proficiency in Microsoft Excel and familiarity with Thomson One.
• High attention to detail and strong organizational skills.
• Self-motivated and capable of working both independently and within a team environment.

WHAT DESLA OFFERS

 

• Supportive and collaborative work environment.
• A competitive salary.
• Ongoing training and professional development opportunities.
• Opportunities for career advancement.

 

ABOUT DESLA WEALTH MANAGEMENT 

 

At Desla Wealth Management, we strive to provide exceptional investment advisory services that prioritize our clients’ financial well-being, foster long-term growth, and uphold the highest standards of trust and transparency.