Garima Capital Limited, a Merchant Banker licensed by the Securities Board of Nepal (SEBON), offers a comprehensive suite of merchant banking services, including Portfolio Management Services (PMS), Depository Participant Services (DPS), Underwriting Services, and Mutual Fund offerings.

Senior Investment Associate

Views: 1422 | This job is expired 2 years, 10 months ago

Basic Job Information

Job Category	:	Banking / Insurance /Financial Services
Job Level	:	Mid Level
No. of Vacancy/s	:	[ 1 ]
Employment Type	:	Full Time
Job Location	:	Kathmandu
Offered Salary	:	Negotiable
Apply Before(Deadline)	:	Sep. 12, 2022 17:00 (2 years, 10 months ago)

Job Specification

Education Level	:	Graduate (Masters)
Experience Required	:	More than or equal to 2 years

Other Specification

Qualification and Experiences:

MBA or equivalent. Degree with at least first division or CGPA of 3.30 or above on scale of 4
At least 2 years of experience in the relevant field
Age not exceeding 40 years

Required Skills and Attributes:

Strong analytical, Problem-Solving and Decision-Making Skills
Strong Fundamental and Technical analysis skill
Strong mathematical and numerical skills
Proficiency in data collection and analysis
Excellent research and writing abilities
Flexible to travel to meet clients as required
Ability to work for long stretched hours
A flair for statistics and data manipulation
Confident presentation abilities
Thorough understanding of financial analysis and investment strategy
Good communication and interpersonal skills
Dealing capacity with different nature of client(s)
Ability to work under stress and rush circumstances
Leadership and team work
Strong Work Ethics and Positive attitude
Excellent capital market research and report writing skills
Sound Microsoft Office knowledge and skills

Salary and Benefits:

As per Company's Policy.

Job Description

We are searching for a senior investment associate to evaluate and research trends and opportunities for our clients. In this role, you will perform research, valuations, and appraisals of financial instruments, markets, and businesses and interact with other team members to deliver quality investment directives to our clients and business.

You should be well-versed in portfolio management, have a keen eye for detail, and be proactive in finding investment opportunities. A top-notch senior investment associate performs well under pressure, possesses creative and analytical abilities, and can adapt their thinking to quickly evolving scenarios.

This position reports directly to the Portfolio Manager.

Duties and Responsibilities:

The duties and responsibilities of a Senior Investment Associate includes:

Conduct due diligence on companies and industries by researching, reading financial statements and market data
Analyze financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organization is positioned to deliver for investors
Stay up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries
Analyze how the economic implications of factors such as natural disasters, and wars affect the performance of companies and funds
Monitor the financial news using specialist media sources
Monitor market trends and investment portfolios
Analyze or forecast the market (NEPSE) movement
Calculate risks and opportunities for potential and current clients
Recommend buy/sale for assigned clients and report to the Portfolio Manager
Analyze previous investment decisions and generate key takeaways
Conduct meetings with clients and management throughout the year
Produce complex financial models for integration into decision-making processes
Compile financial data into reports for other team members and stakeholders
Make recommendations to the portfolio manager, position your ideas and articulate to the portfolio manager about the risk or payoff for such recommendation
Report discrepancies and issues to senior team leaders
Continuous monitoring of the client’s portfolio to make sure client’s portfolio growth percentage is always above the benchmark followed/set by the Company
Provide constructive suggestions/feedbacks to the supervisor in order to attain the objective of maximization of client’s profitability in every favorable/unfavorable situation
Assist supervisor by collecting varieties of data, facts and other inputs in conducting research for the purpose of selection of appropriate stocks while constructing the portfolio of PMS clients
Adhere to Company's PMS Standard Operating Procedures (SOP)
Any other work assigned by senior officials