Senior Manager - Equity
Core
Senior Manager responsible for equity research, stock selection, and portfolio monitoring to achieve fund performance targets.
Role type
Senior Manager, Equity Research & Investment
Builds
Equity investment portfolios for funds
Domain
Capital Markets / Equity Investment
Required skills
Equity research, financial modeling, company analysis, sector analysis, investment opportunity evaluation, portfolio monitoring, client reporting, stakeholder management
Preferred skills
CFA certification, MBA degree, AI adoption experience
Technologies
Financial modeling tools, market data platforms
Responsibilities
Develop and maintain in-depth research on assigned companies including financial models and site visits; Provide in-depth research on assigned industries/sectors; Update investment team on company and sector developments; Identify and evaluate new investment opportunities; Develop relationships with corporates and brokers to source opportunities; Monitor portfolios to ensure adherence to investment strategy; Prepare fund and portfolio reports for clients.
Seniority
Senior, hands-on IC with management support