Investment Consultant & Research Analyst-Financial

Investment Consultant/Research Analyst

Job Summary:

We are seeking a dynamic and analytical professional to join our team as an Investment Consultant & Research Analyst. This hybrid role combines client-facing investment advisory with in-depth market and financial research. The ideal candidate will provide strategic investment guidance to clients while supporting the firm’s investment decisions through rigorous analysis of market trends, asset classes, and economic indicators.

Key Responsibilities:

Investment Consulting:

• Advise clients on investment strategies aligned with their financial goals, risk tolerance, and market conditions.
• Develop and present customized investment portfolios and financial plans.
• Maintain strong client relationships through regular portfolio reviews and performance updates.
• Stay informed on regulatory changes and ensure compliance in all advisory activities.

Research Analysis:

• Conduct qualitative and quantitative research on equities, fixed income, alternative investments, and macroeconomic trends.
• Prepare detailed investment reports, forecasts, and whitepapers to support internal and client-facing decisions.
• Monitor financial news, earnings reports, and market developments to identify investment opportunities and risks.
• Collaborate with portfolio managers and investment committees to refine asset allocation strategies.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field (Master’s or CFA preferred).
• 3+ years of experience in investment advisory, financial analysis, or research.
• Strong understanding of financial markets, investment products, and portfolio management.
• Proficiency in financial modeling, Excel, Bloomberg, and research databases.
• Excellent communication and presentation skills.

Key Skills:

• Analytical thinking and attention to detail
• Client relationship management
• Financial modeling and valuation techniques
• Report writing and data visualization
• Strategic and critical thinking