INVESTMENT ANALYST


Guardian Group
    Published
    September 16, 2019
    Location
    Westmoorings, Trinidad and Tobago
    Category
    Job Type

    Description

    BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
    LOCATION: WESTMOORINGS
    JOB TITLE: INVESTMENT ANALYST
    REPORTS TO: VICE PRESIDENT - INVESTMENTS
    GAM INVESTMENTS

    JOB OBJECTIVE:
    The Investment Analyst is expected to review, evaluate and recommend investment opportunities for investment by the various portfolios under management.

    MAJOR RESPONSIBILITIES:
    Review, evaluate and recommend fixed income and/or equity securities for investment. Assist with the preparation of all regulatory and management reports. Conduct economic and financial research on various financial markets and economies. Participate in conference calls/analyst meeting for current or prospective holdings. Assist with the Budgeting and Forecasting exercise for the Group. Participate in the preparation of yield curves and valuations. Participate as a member/invitee of the Executive Investment Committees governing the respective portfolios (GLOC, GGIL and GAM). Draft articles, research papers, newsletters and commentary on the global and domestic economy, investments, trends and outlook for client circulation and publication. Review and approve daily NAV calculations. 10.Perform any other job-related duties

    QUALIFICATIONS:
    At least 2 years of experience in the investment management industry in a research or analytical position.

    EXPERIENCE:
    First Degree from a recognized tertiary educational institution in Management, Finance, Accounting, Economics or related field from a recognized university or institution.

    KEY COMPETENCIES:
    Work Ethic Quality Growth Serving People Planning Organizing Flexibility Continuous Improvement Interpersonal/ Communication Skills Problem Solving/Analytical Skills Initiative Job Knowledge/Skills

    PERSONALITY:
    The Investment Analyst must have the ability to build a strong network of internal and external relationships. He/ She must be able to communicate effectively with professionals across the Group. Analytical skills and knowledge of the global macroeconomic environment is essential.