Conduct due diligence on companies and industries by researching, reading financial statements and market data.
Analyze financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements.
Regularly meet and consult with designed financial managers, stock market traders, fund managers and stockbrokers as and when advised.
Consider the economic implications of factors such as natural disasters, weather, wars, etc. may affect the performance of companies and funds.
keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries.
Monitor the financial news using specialist media sources.
Undertake Financial modelling.
Draft and write research reports for the fund manager.
Meet with and provide information to fund managers; including summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day ahead.
Make recommendations to the fund manager, be able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation.