Investment Analyst

Accounting, Auditing & Finance

Nationwide

Our Investment Analysts scrub the market for securities that fit with the themes that we track, have a competitive advantage, and have sound fundamentals. The Investment Analyst will support portfolio managers and the investment committee with a top-down, fundamental analysis of equity and fixed-income securities for long-term oriented portfolios.

• Minimum Qualification:Degree
• Experience Level:Mid level
• Experience Length:3 years

• Producing high-quality research reports covering various investment themes that the firm follows
• Researching individual securities for inclusion in the firm’s model portfolio and client’s portfolios
• Preparing periodic economic and market reports
• Building and managing financial models for evaluating companies and market segments
• Reviewing analyst calls, annual reports, regulatory filings and other sources of information to gather, analyze and interpret data on companies followed by the firm
• Producing research reports from quick briefs on earnings results or strategic events to more in-depth, independent reports and recommendations.
• Communicating investment recommendations to clients, advisors, portfolio managers, and the investment committees
• Participate in the firm’s investment committee meetings

• Minimum academic qualification of Bachelor's degree in Finance or any related discipline.
• Minimum of 3 years of proven work experience in equities or fixed-income research report writing.
• Chartered Financial Analyst (CFA) Charter holders or candidates working towards earning their Charter preferred
• Excellent verbal and written communication skills
• Good knowledge of the use of Bloomberg and other financial systems\
• Proficiency in Microsoft Office applications (Word, Excel, and PowerPoint) is a must

28 Mar, 2023