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