To identify, analyse and monitor stocks as part of the investment team.
To formulate the house view in the sector responsible by making informed recommendations.
Express well-articulated views that help shape decision-making by the equity construction committee.
Quality of research output demonstrates thorough understanding of the sector responsible as well as the stocks under coverage.
Contribute to rigorous investment debate and fully understand and deliver investment outcomes in line with the investment philosophy.
Key Responsibilities / Accountabilities Identification of investment opportunities (stocks) that have the characteristics of a stock that Melville Douglas would invest in and are likely to positively impact investment performance.
This would include the following steps in addition to others you deem appropriate.
Identification of investment stocks
Analysis of investment stocks
Monitoring of investment stocks
Motivation of investment ideas
Balance sheet assessment
All research to be conducted in a timely manner and saved onto the central repository
Ambassadors of the investment process and contribute to improve the outcomes in your sector as well as others’.
Thought-leadership within your sector.
Viewed as the’ industry-specialist within our investment team and provide valuable insights on where you believe the sector and opportunity set is evolving.
Proactively navigate sector opportunities and pitfalls and communicate these dynamics to the team.
Value-add probing across sectors to improve the overall investment debate in the team.
Develop a strong understanding across other sectors in addition to your own.
Build profile outside MD via internal distribution channels (WI, SBFC). Develop an understanding of how our investment products / insights can be helpful to our distribution channel.
Preferred Qualification and Experience
Post Graduate (4 year) degree with a bias to Investment management, Accounting, Numerical subjects e.g. Mathematics, Science, Analytics
Min of 5 years of relevant analytical experience obtained at a respected financial institution. Some investment, financial services or consulting industry experience preferable.
Sector specialist decision-making track record.
Knowledge / Technical Skills / Expertise
Valuation dynamics involved in determining the value of stocks within a range of industry / market sectors.
Interaction of the various factors that drive investment performance.
Risk dynamics involved in managing an investment portfolio (market risk, systematic risk).
Calculation and quantification of statistical risk metrics.
Ability to evaluate qualitative information and determine the impact this would have on the risk premium of the investment.
Ability to defend and debate investment recommendations.
Investment knowledge at an advanced level. Acts independently and provides guidance and training to others.
Displays leadership in field of expertise but also shares insights across broader industries.
While understanding the complexities of the stock and industry, expertise in speaking simply about complex issues to other investment professionals or the distribution channel.