Associate - Small & MidCaps Strategy

Key Responsibilities

• Conduct in-depth fundamental research and analysis on small and mid-cap listed companies.
• Develop financial models, perform valuation analyses, and formulate investment recommendations.
• Monitor portfolio holdings, market developments, industry trends, and company performance to identify opportunities and risks.
• Support portfolio construction, stock selection, and investment strategy implementation.
• Prepare investment papers, presentations, and reports for management and governance forums.
• Evaluate investment opportunities, including Initial Public Offerings, placements, and other corporate exercises.
• Engage with company management, brokers, analysts, and other market participants to gather investment insights.
• Support trade execution and ensure compliance with approved investment mandates, policies, and guidelines.
• Contribute to research initiatives, system enhancements, and projects that strengthen investment decision-making and portfolio management capabilities.

Key Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or any related discipline.
• Four (4) to six (6) years of relevant experience in equity research, equity investments, portfolio management, or any related investment function.
• Strong understanding of financial statement analysis, equity valuation methodologies, and financial modelling.
• Knowledge of equity markets, investment principles, and portfolio management practices.
• Ability to evaluate investment opportunities and communicate recommendations clearly and effectively.
• Strong analytical, communication, and stakeholder management skills.
• Professional qualifications such as Chartered Financial Analyst (CFA) or progress towards CFA designation will be an added advantage.