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6 Waterfield Advisors Jobs
Equities Research Specialist
Waterfield Advisors
posted 3+ weeks ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Conduct comprehensive research on individual stocks, sectors, and market trends.
- Analyze financial statements, industry reports, and market data to evaluate the performance and potential of equity investments.
- Develop financial models and forecasts to assess valuation and growth prospects.
- Generate investment ideas and provide actionable recommendations to portfolio managers and advisors.
- Prepare detailed research reports and presentations on investment opportunities.
- Continuously monitor and update recommendations based on market developments and company performance.
- Stay abreast of global economic trends, geopolitical events, and regulatory changes that impact equity markets.
- Track relevant news, earnings releases, and corporate actions to provide timely updates and insights.
- Assess market sentiment and investor behavior to inform investment strategies.
- Work closely with wealth advisors and portfolio managers to align research findings with client investment strategies.
- Participate in investment committee meetings to discuss research insights and portfolio adjustments.
- Provide support and expertise for client presentations and meetings.
- Identify and evaluate potential risks associated with equity investments.
- Recommend risk mitigation strategies and ensure alignment with clients risk tolerance and investment objectives.
- Maintain compliance with industry regulations and firm policies.
- Strong knowledge of financial markets, equity analysis, and investment strategies.
- Proficiency in financial modelling, valuation techniques, and data analysis.
- Strong numerical and communication skills.
- Excellent quantitative and qualitative analytical skills.
- Ability to multi-task, deliver high quality service.
- Ability to work individually and in a team environment, fast-paced deadline-oriented environment.
- Organization and planning skills. Critical thinking and problem-solving abilities.
Employment Type: Full Time, Permanent
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