Investment Analyst Trainee

Job Summary:

We are looking for a motivated and analytical individual to join our Company as an Investment Analyst Trainee. This entry-level position is designed to provide hands-on training in investment research, portfolio analysis, and financial modeling.

Key Responsibilities:

Assist in conducting research on companies, industries and financial markets.

Support the creation and maintenance of financial models, including valuation and forecasting.

Analyze financial statements, earnings reports, and market trends.

Update monthly portfolio report and assist to prepare internal presentations.

Monitor portfolio Equity performance and assist with risk analysis. Execute trades to rebalance portfolio.

Stay updated on relevant news, economic indicators, and global market developments.

Qualifications:

Bachelor’s degree (or pursuing final year) in Finance, Economics, Accounting, Business, or related field.

Strong interest in financial markets, investing, and economics.

Basic understanding of financial statements and valuation concepts.

Proficiency in Microsoft Excel and PowerPoint (experience with Bloomberg/FactSet is a plus).

Excellent analytical, organizational, and communication skills.

Eagerness to learn, collaborate, and take initiative in a fast-paced environment.