Assistant Vice President, Equity Research

Role Purpose

To undertake an objective, independent and fair comprehensive analysis/ assessment/opinion on specialization sector, mentor and manage a team of analysts in arriving at an appropriate investment recommendation and ensuring the Department’s adherence to the Act, policies, and guidelines.

Key Responsibilities

• Proactive sourcing of relevant internal and external data on macro and micro level, including through direct and indirect sources. The data is used for investment analysis which is intended for investment recommendation.
• Perform qualitative and quantitative analysis of micro indicators and data to ascertain the health, risk and opportunities for investment. Support investment decision making.
• Develop financial model for key investible companies under coverage to analyse company performances. These financial models are utilised to supplement the analysis which is used to form investment recommendation.
• Produce Research Recommendation
• • Produce timely research analysis and review subordinates' reports for business decisions on: 
    • Research reports
    • Fair value
    • Ad-hoc assignments
    • Investment strategy
  • The recommendation is formed so an investment decision can be made.
  • Review and decide on final recommendations on investment calls for all regions.
  • Form an investment strategy for global equity research and provide guidance and support to asset allocation strategy.

• Research reporting and presentation.
  • Monitor and alert internal stakeholders on any fundamental change of the existing corporates in the event of any industry or corporate development.
  • Prepare, present, review and disseminate reports/assessment - including management papers for the relevant committees for deliberation and consideration for the next course of action.

• Knowledge management
  • Plan, establish, enhance, and promote relevant department database as a main point of reference for any investment-related data produced by PSRD to foster interactive knowledge sharing and intellectual discourse on current issues.
  • Plan and lead the production of thought leadership pieces pertaining to market, strategy, regulatory and other developments of note related to equity research.

• Investment Relationship Management
  • Conduct due diligence via engagement with investee companies, regulators, industry players, etc. to keep abreast on the latest developments that might have impact to KWAP's investments.
  • Establish and maintain relationship with industry, trade and professional organisations to enhance visibility of the organisation and portfolio companies in the marketplace.
• People/Talent Management
  • Mentor and guide direct reports and peers. Be accountable for the performance of the unit and ensure the quality of reports meet the required standard.
  • Review and approve subordinates' reports for dissemination. Responsible for the unit's investment recommendation.
  • Plan, organize and propose training and development for subordinates within equity research.

• Planning & Organising
  • Initiate, plan and provide solutions on any improvement of research/ analysis functions as well as actively take part in KWAP and investment division-wide projects/ events. Ensure that the unit is in full compliance without compromising investment decision-making processes.
  • Plan, setup, refine, manage timelines, and coordinate work required to ensure timely updates for equity research.

Key Requirements

• Bachelor’s degree in accounting and finance or any related field.
• CFA certification will be an added advantage. 
• Minimum of 8 years of relevant experience in equity research, portfolio management, and/or investment strategy.
• Experienced in strategic management and leadership across various company functions, directing substantial resources.
• Strong passion for equity markets and research, with solid expertise in valuation methodologies, financial modelling, and Bloomberg.
• Strong analytical capabilities, excellent written and verbal communication skills, and effective interpersonal skills.
• Self‑motivated and able to work independently in a fast‑paced environment.