Asset Management – Investment – Research Analyst

Purewave Form; Ate; Presencial; PEN 27.900 - 39.060; A tiempo parcial

Descripción de la vacante

A financial services company in Lima, Peru is seeking an Entry Level Asset Management – Investment – Research Analyst to support investment decision-making through in-depth financial analysis and market research. Candidates should possess a Bachelor's in Finance or related field, strong analytical and communication skills, and proficiency in financial modeling and tools like Excel and Bloomberg. This part-time role offers the chance to develop expertise in asset management.

Formación

• Deep understanding of financial statements and market data.
• Experience in building financial models.
• Ability to communicate complex information effectively.

Responsabilidades

• Conduct deep market research to identify investment opportunities.
• Analyze potential investments based on financial metrics.
• Write research reports and investment memos.

Conocimientos

Strong analytical skills

Communication skills

Financial modeling

Market knowledge

Educación

Bachelor’s degree in Finance or related field

Master’s degree or CFA designation

Herramientas

Excel

Bloomberg

FactSet

Descripción del empleo

Asset Management – Investment – Research Analyst

The Asset Management – Investment – Research Analyst plays a key role in supporting investment decision-making by providing in-depth analysis and research on financial markets, securities, and investment opportunities. This position involves gathering, analyzing, and interpreting financial data to inform the investment strategies of asset management firms, working alongside portfolio managers, traders, and senior analysts to drive investment performance.

As a Research Analyst, you will specialize in researching specific asset classes, industries, or geographic regions, and will be responsible for generating investment ideas and presenting them to the investment team. The research you conduct will directly impact the firm's portfolio construction, risk management, and overall investment strategies. You will rely heavily on financial modeling, data analysis, and market research to assess investment opportunities and contribute to asset allocation decisions.

Key Responsibilities

• Market & Sector Research: Conducting deep research into financial markets, industries, and sectors to identify trends, risks, and opportunities that align with the firm's investment strategy.
• Investment Analysis: Analyzing potential investment opportunities, including stocks, bonds, commodities, real estate, or alternative investments, and providing detailed recommendations based on financial metrics and qualitative assessments.
• Financial Modeling & Valuation: Building financial models to forecast company performance, estimate intrinsic values, and assess risk. This includes using tools like discounted cash flow (DCF) analysis, comparable company analysis, and precedent transaction analysis.
• Report Writing & Presentation: Writing research reports and investment memos that clearly articulate investment ideas, rationale, and key findings. These reports are shared with senior analysts, portfolio managers, and other decision-makers within the firm.
• Investment Strategy Support: Assisting portfolio managers in developing and refining investment strategies by providing data-driven insights into potential opportunities and risks.
• Monitoring & Performance Analysis: Continuously monitoring the performance of investments in the firm’s portfolio and conducting regular updates on relevant market developments that may impact current holdings or potential investments.
• Risk Assessment: Evaluating the risk profile of individual securities and portfolio positions, using both quantitative and qualitative tools to understand the implications for the broader portfolio.
• Client Communication: Participating in client meetings or calls to present your research findings, market outlook, and investment recommendations. You may also assist in preparing materials for client reports or presentations.

The Investment Research Analyst role offers an excellent opportunity to develop deep expertise in specific asset classes or sectors, while working in a collaborative, fast-paced, and intellectually stimulating environment. Your work will directly contribute to the investment decisions that drive the performance of client portfolios and the success of the asset management firm.

Qualifications

To be successful as an Asset Management – Investment – Research Analyst, candidates should possess strong analytical, financial, and communication skills, as well as the ability to thrive in a high‑pressure, data‑driven environment. Below are the key qualifications, skills, and attributes that are essential for this role:

• Educational Background
  • A Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field is typically required.
  • Master’s degree (e.g., MBA, MSc in Finance) or industry certifications (such as the CFA designation) are often preferred for career advancement and to demonstrate advanced financial and analytical capabilities.
• Strong Analytical Skills
  • A deep understanding of financial statements, economic reports, and market data. You should be comfortable analyzing a wide range of data and synthesizing it into actionable insights.
  • Experience or proficiency in building financial models to assess company valuations, earnings projections, and financial health (e.g., DCF, comparables, and other valuation techniques).
  • Ability to identify key drivers of performance for different asset classes, sectors, and markets.
• Industry & Market Knowledge
  • A strong understanding of financial markets, capital markets, and economic indicators. Familiarity with equity, fixed income, and alternative asset classes is important.
  • Expertise or a keen interest in specific industries or sectors (such as technology, healthcare, energy, etc.) is often required for specialized research roles within asset management.
  • Knowledge of key market drivers and macroeconomic trends that influence investments and portfolio construction.
• Research & Data Gathering
  • Ability to conduct in-depth research, utilizing both quantitative data sources and qualitative insights, such as company management teams, industry reports, and expert opinions.
  • Proficiency in using data platforms (e.g., Bloomberg, FactSet, S&P Capital IQ) to collect financial data and research reports, and the ability to analyze this data effectively.
• Financial Modeling & Valuation
  • Expertise in financial modeling (particularly Excel) to build forecasts, evaluate potential investments, and test various assumptions in models.
  • Comfort with using valuation techniques like discounted cash flow (DCF), relative valuation, and precedent transactions to assess securities.
  • Proficiency in Excel-based modeling and the use of various analytical tools to calculate investment metrics such as risk, return, and expected performance.
• Report Writing & Communication Skills
  • Strong written and verbal communication skills are essential. The ability to write clear, concise, and compelling research reports that convey complex information in an accessible format.
  • Ability to present your findings to senior stakeholders, including portfolio managers, investment committees, and clients, often in meetings or presentations.
  • Strong attention to detail when preparing materials for internal or client-facing purposes.
• Attention to Detail & Organizational Skills
  • Exceptional attention to detail to ensure accuracy in financial models, research reports, and investment analysis.
  • Strong organizational skills to manage multiple research projects, deadlines, and competing priorities effectively.
• Quantitative & Technical Proficiency
  • Comfort with statistical analysis, data manipulation, and advanced Excel functions (such as pivot tables, macros, and financial modeling).
  • Familiarity with financial and investment software tools such as Bloomberg, FactSet, and programming languages (e.g., Python, R) can be an advantage, especially for roles that require advanced data analysis.
• Team Collaboration & Independent Research
  • Ability to work collaboratively with portfolio managers, senior analysts, and other research staff to generate investment insights and support portfolio decision-making.
  • Strong independent research skills to identify investment opportunities and trends that may not be immediately apparent to the broader team.
• Client-Facing Experience
  • Ability to communicate complex investment ideas to clients and stakeholders, particularly for those in client-facing or relationship management roles.
  • Comfort with preparing materials for client presentations, answering questions, and participating in meetings or calls.
• Passion for Financial Markets & Investing
  • A strong interest and passion for financial markets and investing is essential. As a Research Analyst, you should be driven to understand what makes markets tick and how different asset classes and sectors evolve.
  • A commitment to continuously learning and staying informed about financial trends, investment strategies, and market developments.

Seniority Level

Entry level

Employment Type

Part-time

Job Function

Research, Analyst, and Information Technology

Industries

Electrical Equipment Manufacturing