Investment Research Analyst - Equities
Full-time
WHR Global Consulting
Job Description
The Equity Research Analyst is responsible for preparing equity research reports with the objective of providing investors with relevant and actionable investment ideas. The Analyst will also provide marketing support for institutional and retail clients subject to industry regulations and internal compliance standards
Key responsibilities
- Initiate, conduct and uphold comprehensive fundamental analysis of stocks and other securities to evaluate their investment suitability. This analysis encompasses a thorough review of financial statements, the construction of financial models, comparative analysis across sectors and an assessment of industry and macroeconomic trends.
- Monitor industry dynamics and macroeconomic trends through a range of sources, including publicly available information, direct interviews with company management, and third-party channel checks.
- Effectively communicate analysis and investment recommendations through detailed written reports.
- Maintain accurate and up-to-date documentation, including reports, financial models and databases to support ongoing research efforts.
- Contribute to the preparation of regular Market and Equity presentation briefings tailored for both retail and institutional clients.
- Participate in marketing initiatives that support various business functions with the company, alongside other assigned tasks, ensuring adherence to industry regulations and internal compliance standards.
Qualifications
Required :
· Strong academic background with Bachelor's Degree in accounting, business management, economics, financial mathematics, or other financial related discipline preferred
· Proven experience in financial analysis and data mining is an advantage
· Strong verbal and written communication skills, facilitating clear and impactful stakeholder engagement
· Proficient in MS Office
Preferred :
· Extensive experience in the brokerage or financial services industry, with a solid understanding of industry regulations and compliance standards.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Investment Research Analyst - Equities in Makati vacancy
- ...POSITION TITLE: Investment Analyst WORK LOCATION: 3x a week at Ayala Alabang (Head Office) and... ...investment professionals in conducting market research, financial analysis, and portfolio... ...experience in investment management, equity research, or financial analysis. ~ Strong...
- ...Investment Analyst Location: Makati City Work Setup: On-site Work Schedule:... ...build financial models, perform market research, assist in due diligence, and help monitor... ...1–3 years of experience in Private Equity, Investment Banking, Management Consulting...
- ...ABOUT THE ROLE We are looking for experienced Research Analysts to work on a project basis. You will help produce authoritative white... ...consultants. We give high regard to empowering relationships, and we invest in resources (time, talent, treasure) to foster a high-...
- ...DE Savings & Invest – Senior Analyst Help shape the future of digital banking. At ING Hubs Philippines , you'll be part of a global organization... ...competitive compensation and benefits. Diversity, Equity & Inclusion At ING, we are committed to building an...
- ...Onsite Location: Makati Industry: Private Equity Firm Key Responsibilities: Build financial models and conduct investment analysis to assess potential deals and investment opportunities. Research industries, markets, competitors, and emerging trends...
- ...Member III (Contact Center Professional V) | Analyst Help people stay a step ahead in life... ...meet every qualification? Apply anyway. Research shows many talented candidates hesitate... ...? Then there is no better place to invest your talents than at ING. Join us. Apply...
- ...employees QUALIFICATIONS Graduate of Bachelor’s degree in Social Science, Political Science, Statistics, Psychology, Communications Research, Economics and other related fields With at least two (2) years of relevant experience . Preferably from Research Agency is...
- ...Job Summary The Investment Officer supports the identification, evaluation, execution, and... ...initiatives. • Conduct market and industry research to support investment and portfolio... ...project finance, investment banking, private equity, consulting, or a related field. ~...
- ...Conduct thorough market research and data analysis. Prepare detailed reports and presentations based on findings. Assist in the formulation of strategic recommendations. Collaborate with cross-functional teams to support decision-making. Monitor...
- ? We’re Hiring: Institutional Equity Sales Associate ? Location: Philippines ? Company... ...: Maybank Securities, Inc. – Maybank Investment Banking Philippines ? Work... ...market trends ? Collaborate closely with Research, Sales Trading, Investment Banking, and...
- (Salary posted is not the actual salary) The Insights & Research Analyst will join a high-performing Research and Insights team, with one... ...fields. Background in either management consulting, investment banking quantitative research, or sell-side research. Demonstrated...
- ...Company Profile: A technology-enabled research firm that helps organizations interpret human... .... Position: Senior Research Data Analyst Company Industry: IT Company Work... ...finish, preferably in financial services or investment banking. Strong understanding of...
- ...Work Setup: Onsite (Makati) The Strategic Expansion & Investment Manager is responsible for driving the organization's growth agenda... ...initiatives to drive revenue growth. Conduct market research and competitive analysis to assess market potential and expansion...
- ...Job Responsibilities: Identify and assess investment and M&A opportunities across renewable energy projects and platforms. Build and... ...). Assist in structuring project financing (debt and equity) in coordination with lenders and investors. Prepare investment...
- ..., diversified professional services and investment management company. Over the past decade... ...Business Operations Negotiation Skills Research Customer Service Communication... ...into the future. Diversity, equity and inclusion are fundamental to our enterprising...
- ...is a corporate finance adviser involved in fund raising (debt, equity, or partnership) for Philippine corporates and selectively Non-... ...computations Carry out qualitative and quantitative industry/market research analysis Assess the reliability of business models and...
- ...Description Responsible for the proper accounting of investment transactions, reconciliation of investment schedules, verification/validation of investment valuation and compliance to investment guidelines. This role will also be responsible for the preparation of the...
- ...Executive Stakeholder Engagement & Strategic Research Partner directly with C-suite... ...as a functional mentor to junior team analysts, providing guidance on analytical frameworks... ...M&A), Capital Markets, Banking, Private Equity , or top-tier Professional Services/...
- ...responsibilities Lead, recruit, and develop a high-performing team of Sales Associates. Coach and mentor team members on investment products, trading platforms, and sales techniques. Conduct regular training sessions on the company’s investment offerings,...
- ...We are seeking a highly motivated Junior Research Assistant to join our team to perform a variety of research and project management tasks. Research Assistant delivers day-to-day client servicing and provides support in the design, implementation, data analysis, and reporting...
- ...Lead research consulting initiatives for Consumer Health at IQVIA, managing client relationships, research programs, and teams while integrating AI-enabled methodologies. The role combines market research expertise with commercial leadership to drive growth and innovation...
- ..., diversified professional services and investment management company. Over the past decade... ...opportunity to contribute to projects involving research, data analysis, marketing,... ...industry into the future. Diversity, equity and inclusion are fundamental to our enterprising...
- ...smelling & sharing - new launches - highlights of relaunch (claims, price, change of grammage, shrinkflation etc) Conduct desk research to identify new leads, emerging trends, and competitive insights. Create database / list for products in fragranceland (expiry,...
- ...emerging products, and what customers will want next? Infinity Sports International, Inc. is looking for a proactive and analytical Research & Development (R&D) Officer who can help identify new product opportunities, study market trends, evaluate competitors, and...
35000 Php
...About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools...- ...I. Purpose of the Role The Marketing Analyst serves as the central insights and analytics... ..., audience targeting, and marketing investment decisions. This includes conducting GTV... ...Intelligence Conduct in-depth market research, competitive benchmarking, and trend analysis...
- ...end project analysis. They work with senior stakeholders to design complex scopes from scratch using deep data expertise, execute research requests through strong data evaluation and manipulation (particularly advanced Excel), analyze and present data aligned with requester...
- ...assigned project’s requirements. Job Summary The Compliance Analyst is responsible for ensuring that the organization complies with... ...role involves monitoring compliance activities, conducting research and assessments, reviewing documentation, identifying potential...
- ...Role Summary As an IT Business Analyst , you'll join our Business Banking technology... ...gap? So are we. Our commitment to pay equity means you'll be valued for your skills, not... ...? Then there is no better place to invest your talents than at ING. Join us. Apply...
- ...builds relationships meant to grow, not just renew or end. We invest in our people with the training and support they need to grow their... ...just deliver it. Job Summary We are looking for a Data Analyst to gather, analyse and solve problems related to data, data...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Research Analyst - Equities. Be the first to apply!
