GRS Recruitment is excited to announce a fantastic opportunity for a Research Analyst and Discretionary Portfolio Manager to join a leading financial institution company based in the Malta. Our client is dedicated to providing exceptional financial services and is keen to find a professional who is eager to contribute to their success while furthering their career. The ideal candidate will possess strong analytical skills, a deep understanding of financial markets, and the ability to provide valuable insights to support investment decision-making. The candidate will be responsible for conducting thorough financial analysis, preparing investment reports, staying abreast of market trends and implement trades for discretionary clients. If you feel the necessary skills, please apply today for this Malta role.
MAIN DUTIES AND RESPONSIBILTIES
- Monitor and analyse developments and trends in both global and local financial markets, across both bond and equity markets
- Implement credit research analysis on corporate debt, and where relevant on sovereign debt; using all information available
- Implement financial analysis on companies and shares, using all information available
- Identify, select and recommend fixed income investment opportunities based on market research and fundamental analysis, whilst guided by the relevant investment strategy
- Identify, select and recommend equity investment opportunities based on market research and fundamental analysis, whilst guided by the relevant investment strategy
- Prepare research reports for both internal use and for distribution to clients, detailing relevant insight on the financial profile, ratios, credit metrics, risks
- Prepare research reports for both internal use and for distribution to clients, detailing insight on the performance and outlook for relevant corporates, ratios, risks, considerations related to valuations
- Implement trade recommendations for discretionary clients and ensure that discretionary portfolios are aligned to the tactical asset allocation and respects any parameters for the investment mandate
- Prepare and deliver presentations to discretionary clients
- Attend investor calls and financial intermediary meetings, and where relevant interact with management of issuers
- Maintain and develop relevant financial data and ratios, using spreadsheets and financial models; and adopting relevant valuation methodologies including in particular the DCF valuation and multiples
- Contribute to asset allocation discussions and decisions, by preparing relevant material on the markets, performance of asset classes, expected returns and risks
- Implement trades for discretionary clients
- Assist in the daily valuation of local bonds and equities and act as backup trader on the MSE, when required
- Write research and investment related content to be published on the Company’s website, social media and newspapers
- Substitute for the other Research Analysts and assist in Capital Markets transactions and Financial Analysis Summary, when necessary
- Contribute towards the firm’s ESG policy and ensuring that any investment recommendations respect the ESG and other investment policies of the Company
- Mentor and guide junior research analysts and assist the team generally to achieve its objectives, including by performing any routine tasks where deemed necessary
CANDIDATE PROFILE
- Bachelor’s degree in Finance, Economics, or a related field.
- A Masters’s degree and/or a Chartered Financial Analyst qualification is desirable
- Minimum of 3 years of experience in a research or portfolio management role
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Bloomberg
- Strong analytical and quantitative skills
- Proficient in financial modelling and analysis tools
- Excellent written and verbal communication skills
- Detail-oriented with strong organizational and time-management abilities
- Ability to work collaboratively in a team environment and independently
COMPANY BENEFITS
- Competitive salary
- Be part of a respected investment services firm with a reputation for excellence
- Exposure to a wide range of financial products and services
- Opportunity to work with a diverse and prestigious client base
- Ability to work from home
- Ongoing training and career development opportunities
Due to the high volume of applications, we receive at GRS Recruitment, only shortlisted candidates will be responded to.