Associate Director, Research (REIT)

CIMB; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

CIMB in Kuala Lumpur is seeking an Investment Analyst to cover assigned sectors, build detailed financial models, and produce initiation reports, weekly updates, and semi-annual thematic analyses. The role involves weekly client calls to discuss insights, presenting to investors during global trips, and ensuring timely research publications in line with regulatory requirements.

Expect collaboration with top management, industry consultants, and regulators; strong Excel skills and the Capital

Qualifications

• Bachelor's degree in a relevant discipline.
• Capital Markets Services Representative's Licence (required for the role).
• Strong understanding of current landscape and evolution of covered sectors.
• Excellent financial modelling skills and proficiency in Microsoft Office.

Responsibilities

• Cover assigned sectors through meetings with top management, industry consultants, and regulators to gain insights into company and industry issues and future prospects.
• Build detailed financial models for companies and industries, and produce initiation reports, weekly updates, and semi-annual thematic reports focused on key trends.
• Conduct weekly client calls to highlight research reports, discuss insights, and address client concerns.
• Produce bi-annual thematic reports on assigned sectors and market to clients.
• Meet and present to investors during global marketing trips to Singapore, Hong Kong, Europe, and the United States.

Skills

Financial modelling

Microsoft Excel

Research analysis

Industry knowledge

Education

Bachelor's degree in a relevant discipline

Capital Markets Services Representative's Licence

Job description

• Cover assigned sectors through meetings with top management, industry consultants, and regulators to gain a deeper understanding of company and industry specific issues, as well as future prospects.
• Build detailed financial models for companies and industries, and produce initiation reports, weekly company/sector updates, and semi-annual thematic reports focused on key trends.
• Conduct weekly client calls to highlight the latest research reports, discuss key insights, and address client concerns and queries.
• Produce bi-annual thematic reports on assigned sectors and proactively market them to clients.
• Conduct teach-in sessions for new buy-side analysts or portfolio managers assuming sector coverage responsibilities.
• Meet and present to investors during global marketing trips to Singapore, Hong Kong, Europe, and the United States.
• Adhere to the weekly publication schedule set by the Research Department by providing timely updates on companies and sectors under coverage, particularly when there are significant news developments.
• Proactively arrange and facilitate regular corporate access opportunities for clients.
• Utilize Equitec research and client management systems to meet KPI requirements.
• Organize Non-Deal Roadshows (NDRs) for corporates to meet investors and accompany investors on Reverse Roadshows to meet companies.
• Provide research support and services to the Group.
• Cover Singapore-listed companies, particularly within the REIT sector, as assigned by the Head of Research.
• Expand coverage to other sectors as directed by the Head of Research.

Regulatory Compliance

• Ensure all research reports and communications with internal and external stakeholders comply with Group, local, and regional regulatory requirements.
• Ensure adherence to all applicable compliance requirements, as well as research policies, procedures, and guidelines.

Key Requirements

• Bachelor's degree in a relevant discipline.
• Capital Markets Services Representative's Licence (required for the role).
• Relevant experience as an Investment Analyst within an established bank or financial institution.
• Strong understanding of the current landscape and evolution of the covered sectors.
• Excellent financial modelling skills and strong proficiency in Microsoft Office applications.
• Ability to produce actionable thematic, sector, and company deep-dive research reports.