Investment - research

Banking

2.4.7 Investment – research

Description of role

Responsible for conducting analysis on global and regional companies, providing internal and clients with industry-specific and in-depth research and analysis on diversified industries.

Core skills

Ability to identify sources of information to gather key information and analyse the credibility of information (e.g. news sources, government resources and statistics, broker research and distributor information and regulatory resources)
Knowledge of the different types of research and reports (e.g. fundamental, technical, fund analysis, broker and distributor and sector-specific reports)
Ability to identify trends and developments in capital markets industry
Ability to apply sector specific knowledge to drive analysis and identify trends
Ability to develop financial models and up to date investment reports
Ability to assess key factors that influence markets and sectors, such as responses to changes and uncertainty, volume, liquidity and nature of trading activity in domestic and overseas markets etc.

Qualification and/ or certification

QFSQF Level 3
CFA or equivalent qualification would be useful
Relevant experience

Industry knowledge

Knowledge of banking and investment banking industry

Regulatory compliance of role

Knowledge of banking regulatory framework
Understanding of regulations / standards on conflict of interest

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