Equity Analyst (Family Office)
Job Summary
Job Description:
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Research equities (mainly mid-cap & small-cap stocks) to identify investment opportunities.
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Analyze financials valuations management quality and sector trends.
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Track bonds/fixed income investments and compare risk-return vs equities.
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Support portfolio construction (asset allocation diversification risk management).
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Monitor current investments and recommend buy/sell/hold actions.
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Prepare investment memos and reports for senior decision-makers/family principals.