Sr. Analyst | Investment Research

Job Summary

The financial analyst (FA) position is designed for highly detail-oriented, technically strong candidates who will own critical analytical workflows and model infrastructure. The role involves delivering standardized, high-precision financial models using pre-populated historical datasets and converting them into functioning shell models complete with segment details. Your work will provide a time-zone advantage to the US desk and directly enhance our investment process. This role offers an opportunity to grow into a senior investment associate who works directly with associate portfolio managers on investment ideas.

Key Responsibilities

• Build, maintain, and standardize financial models with an emphasis on

o Clear architecture and consistent templates

o Accurate, fully linked statements and valuation outputs

o Template-specific formatting for usability and speed

• Leverage complete, pre-acquired historical datasets to focus exclusively on value added analysis (no manual data gathering)

• Refresh and validate models with quarterly results, corporate actions, and guidance updates

• Conduct variance analysis and scenario modeling for earnings outcomes and key business drivers

• Create and refine SOPs for all modeling and reporting workflows to ensure repeatability and accuracy

• Coordinate with senior associates to ensure models and outputs align with coverage priorities

• Support the development of dashboards and tools to track KPIs and industry trends

Required Qualifications

• Bachelor's or master's degree in engineering, finance, accounting, economics, or related fields

• 2+ years of experience in equity research and IB or as a buy-side analyst

• Expert-level Excel (modeling, Power Query) and solid accounting awareness

• Familiarity with Bloomberg, FactSet, Cap IQ, or similar data terminals

• Ability to write clear English and refine complex information into concise bullet points

• Working knowledge of Python or VBA for data wrangling and automation will be a plus

• Excel Proficiency: The single largest determinant in the success of an applicant's candidacy and eventually the job is the knowledge of functions (not exhaustive)