Equity Analyst

GUOLINE ADVISORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A financial advisory firm in Singapore seeks an experienced Equity Research Analyst to conduct in-depth research and provide investment recommendations for equity portfolios. The role demands a minimum of 5-8 years of experience in fundamental equity research, strong analytical skills, and proficiency in financial modeling. Excellent communication skills are essential for engaging with the portfolio management team and internal clients. Candidates should possess a bachelor's degree, with CFA certification preferred, and a strong understanding of financial markets.

Qualifications

• Minimum of 5-8 years of fundamental equity research experience, preferably on the buy-side.
• Strong understanding of valuation and accounting methodologies.
• Knowledge of investing and financial markets, particularly in equities.

Responsibilities

• Screen stock ideas and conduct fundamental analysis.
• Conduct due diligence on companies.
• Prepare financial models and investment recommendations.
• Communicate investment ideas to the portfolio management team.
• Monitor sector and market conditions.

Skills

Strong analytical skills

Financial modelling

Excellent written communication

Excellent verbal communication

Intellectual curiosity

Self-motivated

Education

Bachelor degree in a related field

CFA certification preferred

Tools

Microsoft Excel

Bloomberg

Job description

The role conducts equity research and fundamental stock selection analysis to provide investment recommendations to the portfolio management team (consisting of the Chief Investment Officer and General Manager, Investment) and internal clients, and to assist with the management of the equity portfolios. The role will be part of a team of generalist equity analysts covering global equities.

The role requires strong analytical and financial modelling skills, along with excellent written and verbal communication skills.

MAIN JOB RESPONSIBILITIES

• Responsible for the screening of stock ideas, idea generation, bottom-up fundamental analysis, and due diligence of companies in order to make investment recommendations in-line with the team’s investment processes.
• Ability to apply bottom-up fundamental approach to equity research.
• Carry out due diligence on companies including conducting interviews with company management, competitors, suppliers, and customers where possible.
• Prepare financial models and written investment recommendations incorporating financial analysis and qualitative due diligence.
• Communicating investment ideas to the portfolio management team.
• Conduct ongoing due diligence and monitoring of portfolio companies.
• Monitor sector, market and economic conditions and assess their impact on portfolios.
• Assisting the portfolio managers with the management of the equity portfolios.
• Provide investment advisory services to internal clients where required.

QUALIFICATION & SKILLS REQUIRED

• Bachelor degree in a related field.
• Additional professional certification, e.g. CFA preferred.
• A minimum of 5-8 years’ experience of fundamental equity research, preferably on the buy-side.
• Strong financial modelling experience, backed by a strong understanding of valuation and accounting methodologies and principles.
• Strong knowledge of investing and financial markets, particularly in the equity asset class.
• Intellectual curiosity & honesty.
• Excellent written and verbal communication skills.
• Strong knowledge of Microsoft Excel and Bloomberg.
• Self-motivated and able to work independently.