Research Analyst – Multi-Asset; CFA Mandatory

Experience

1–2 years

CFA

Independent research coverage across equities, fixed income, commodities, FX, derivatives, and other assets. Deliver actionable, compliance‑ready research supporting advisory, trading, and portfolio decisions.

• Produce fundamental and quantitative research across all asset classes.
• Build and maintain valuation models, forecasts, and scenario analyses.
• Conduct macroeconomic, sectoral, and security‑level analysis.
• Generate investment notes, trade rationales, and risk assessments.
• Monitor markets, news, earnings, data releases; translate into insights.
• Support portfolio construction, asset allocation, and performance reviews.
• Maintain research databases, dashboards, and model integrity.
• Ensure research aligns with regulatory, suitability, and disclosure standards.
• Collaborate with sales, advisory, and trading desks; respond to ad‑hoc requests.

• Strong financial modeling, valuation, and data analysis.
• Proficiency in Excel; familiarity with Bloomberg/Refinitiv preferred.
• Clear written communication; concise investment theses.
• Solid understanding of derivatives and risk metrics.
• High discipline, accuracy, and deadline control.

• Exposure to multi‑asset research in brokerage, asset management, or advisory.
• Working knowledge of Python/R or advanced Excel analytics.
• Understanding of compliance frameworks in regulated environments.