Deputy Manager - Equity Research Analyst

Szabist Isb; Karachi Division; On-site; PKR 2,000,000 - 3,000,000; Full time

Job summary

EFU Life Assurance Ltd. seeks a Deputy Manager - Equity Research Analyst to support the Head of Research in forecasting macroeconomic trends and developing investment strategies.

The role demands rigorous financial modeling and valuation analysis for equity and fixed income instruments, with a focus on actionable insights. The successful candidate will manage a four-person research team, engage with management and market participants, and contribute to strategic investment decisions while

Qualifications

• Strong background in financial statement analysis and valuation.
• Proficient in Bloomberg and Excel for modeling and reporting.
• Experience managing a small research team of four.
• Ability to forecast macroeconomic trends and investment strategies.

Responsibilities

• Assist Head of Research in macro forecasts and investment strategies.
• Develop and maintain complex financial models and valuations for equity and fixed income.
• Engage with management, industry experts, and market participants to gather market intelligence.
• Manage and supervise a team of four analysts, coordinating ad hoc research requests.
• Contribute to the preparation and delivery of detailed investment research reports with high accuracy.
• Utilize Bloomberg and Excel to support data analysis and reporting functions.
• Monitor and analyze financial statements to assess company performance and investment potential.
• Support portfolio management by identifying opportunities and risks.

Skills

Financial modeling

Macroeconomic forecasting

Equity research

Team leadership

Bloomberg

Excel

Financial analysis

Tools

Bloomberg

Microsoft Excel

Job description

EFU Life Assurance Ltd. is seeking a Deputy Manager - Equity Research Analyst to assist the Head of Research in forecasting macroeconomic trends and developing effective investment strategies. This role involves conducting detailed financial modeling and valuation analysis for equity and fixed income instruments. The ideal candidate will have a strong understanding of financial statements, proficiency with financial tools such as Bloomberg and Microsoft Excel, and the ability to generate insightful investment recommendations. In addition to analytical duties, the Deputy Manager will manage a team of four professionals, guiding research activities and supporting the execution of key projects to enhance the firm’s investment portfolio performance.The Deputy Manager will also engage with company management, industry experts, and market stakeholders to acquire critical market intelligence and contribute to strategic investment decisions. This role requires a meticulous approach to financial analysis and investment evaluation, as well as the flexibility to address ad hoc research requests and special projects. The candidate must demonstrate a positive attitude, attention to detail, and a strong willingness to learn and adapt within a dynamic financial services environment.

Responsibilities

• Assist the Head of Research in developing macroeconomic forecasts and formulating investment strategies.
• Develop, review, and maintain complex financial models and valuations for equity and fixed income instruments using techniques like Discounted Cash Flow (DCF) modeling.
• Conduct comprehensive feasibility studies on corporate debt and other fixed-income proposals, providing well-founded recommendations.
• Engage proactively with company management, industry experts, and other market participants to gather relevant market intelligence and investment insights.
• Manage and supervise a team of four analysts, overseeing stock coverage, coordinating ad hoc research requests, and facilitating team development.
• Contribute to the preparation and delivery of detailed investment research reports, maintaining high standards of accuracy and clarity.
• Utilize financial software, including Bloomberg and Microsoft Excel, to support data analysis and reporting functions.
• Monitor and analyze financial statements to assess company performance and investment potential.
• Support portfolio management efforts by identifying key investment opportunities and risks.
• Participate in special projects and strategic initiatives as assigned by senior management.
• Ensure continuous improvement and learning within the team, fostering a collaborative and results-oriented work environment.
• Maintain attention to detail in all assigned tasks and exhibit a positive, proactive attitude towards work.