Global Investment Research Job Description
Global investment research
provides technical accounting and security valuation instruction to Administrator in accordance with the Funds’ accounting and valuation procedures.
Global Investment Research Duties & Responsibilities
To write an effective global investment research job description, begin by listing detailed duties, responsibilities and expectations. We have included global investment research job description templates that you can modify and use.
Sample responsibilities for this position include:
Collaborate with our internal GIR Technology, Compliance, Finance and Data Management groups for execution of day-to-day business administration
Analyzing High Yield Cable & Satellite, Telecom, Media companies and publish investment recommendations on their debt securities
Developing and update financial models using excel, which are used to project cash flow and earnings, and provide detailed analysis of capital structures
Working extensively with our sales force, trading desk and strategy team
Review and improve data quality of all analyst team financial models
Manage Quantum database related queries
Perform regular quality reviews of the Quantum database and work with stakeholders to build upon/enhance existing quality standards
Collaborate with regional Tactical Research and SUSTAIN teams to improve data collection
Manage and execute data feed requests from Sales/external clients while ensuring appropriate data quality controls are met
Work closely with RPG management and key stakeholders to improve upon existing workflows and to define reporting metrics that measure data quality improvements across the division
Global Investment Research Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Global Investment Research
Typically a job would require a certain level of education.
Employers hiring for the global investment research job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Math, Economics/Finance, Engineering, Science, Business, Technology, Computer Science
Skills for Global Investment Research
Desired skills for global investment research include:
Accounting
Finance
Valuation
Microsoft Word
Excel and outlook is necessary
Accounting terms and calculations
Scripting languages
Along with databases
Corporate and government cultures
Familiarity with a broad range of securities
Desired experience for global investment research includes:
Understanding of statistical analysis, experience with packages such as R, MATLAB, SPSS, SAS, Stata, preferred
Respond to client requests for analyst models
Basic knowledge of Bloomberg, ThomsonOne, Company Financial Reports
Experience of working with common implementation and design patterns
Strong experience with JavaScript frameworks such as JQuery, Angular, Backbone, Node
Latam Financials sector experience preferred
Global Investment Research Examples
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Global Investment Research Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of global investment research. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for global investment research
- Creating products independent of single stock analysis, including thematic content, positioning data, earnings trends
- Improving the breadth and depth of touch points among clients
- Leveraging our cross-asset, cross-department, and global offerings
- Taking an active role in team initiatives such as spearheading sector reports and client events
- Help lead data-driven research into public equity markets to create predictive signals that aid in identifying investment opportunities for clients
- Work closely with global investment teams to marry fundamental analysis with insights from both unstructured and structured data sets – both existing and new
- Thematic research which analyse global economic risk factors and structural economic changes that have the potential to significantly impact asset performance
- Research to enhance our framework for understanding the medium term, fundamental, drivers of returns across asset classes and geographies
- Owning investment risk, from research of a trade idea through its execution and the monitoring of that risk in the portfolio
- Communication of investment ideas and themes effectively and credibly to both internal and external audiences
Qualifications for global investment research
- Proven marketer with strong writing and editing skills and a broad knowledge and background of developing marketing and communications strategies and delivering marketing campaigns
- Strong content marketer with ability to drive meaningful analyses and derive actionable insights from those analyses
- Proficient in all Microsoft Office software
- 6+ years’ experience working in a financial services firm
- Passion for learning, development and personal growth
- Creative thinker with excellent consultative skills
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Global Investment Research Job Description
Job Description Example
Our company is looking for a global investment research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for global investment research
- You will be evaluated on investment performance, impact on client outcomes, and effectiveness within the broader team
- Writing and publishing research reports and presentations related to these themes identifying stock dislocations, interesting performance patterns, emerging cross-sector themes?
- Maintenance of client relationship management databases
- Regular monitoring, data quality checks and reporting on analyst/client interactions
- Refine and/or develop and manage client priority lists
- Assist with business planning and development
- Support people processes including year-end processes, recruiting, training and planning team events
- Assist in project managing client conferences, team offsites and client conferences calls/webcasts
- Work collaboratively with external divisional counterparts to respond to ad hoc data requests
- Auditing company and industry data and statistic
Qualifications for global investment research
- Can approach tasks strategically own and master the details
- Experience working with market and economic data from Factset, Datastream, Bloomberg, Haver, VBA in Excel
- Existing knowledge of a computer language such as Python, Java, VBA
- Understanding of statistical analysis, experience with packages such as R, MATLAB, SAS, Stata, preferred
- Judgement and Problem solving - Thinks ahead and finds alternative solutions and identifies clear objectives
- Extensive experience in software engineering or release engineering
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Global Investment Research Job Description
Job Description Example
Our innovative and growing company is looking for a global investment research. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for global investment research
- Construct a data integration platform for a large number of heterogeneous data sets
- Build high-performance data processing distributed framework with Hadoop architecture
- Establish dynamic validation chain to perform data quality, consistency and integrity checks on persistent data sets
- Develop a deep understanding of our global client base and service platform via GIR?s proprietary data sets eg
- Communicating market views with EXTERNAL CLIENTS sales and trading
- Management of the credit quality of existing portfolio by monitoring assigned credits on a regular basis, providing updates of any major credit events and completing annual credit reviews
- Assist on evaluating new investment proposals, through preparing investment proposals for transaction approval
- Follow legislation changes, both nationally and globally to determine impact on the portfolio
- Work with peers in Boston to ensure consistency of rating rationales, financial data and spreadsheets
- Develop, cultivate and maintain relationships with issuers, rating agencies and research analysts in order to broaden knowledge of designated companies and industries
Qualifications for global investment research
- Excellent Excel skills and experience of programming (VBA must be excellent)
- At least 5 years of experience analyzing, creating and marketing investment ideas
- A strong track record in conducting original research
- Experience with empirical work preferably in the areas of macroeconomics or asset pricing
- Demonstration of strong judgement and analytical skills, specifically the ability to distil complexity into an accessible and intuitive line of argumentation
- Ability to communicate effectively, modulate communication style to fit the appropriate audience, and work well with others to achieve desired outcomes
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Global Investment Research Job Description
Job Description Example
Our company is growing rapidly and is looking for a global investment research. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for global investment research
- Aiding in the production of high-profile research reports, coordinating between analysts, editors and production teams in the design and production of high-quality renditions across multiple platforms
- Editing and maintaining the research portal and the links that connect reports and the portal
- Organizing, ranking and tagging of research across subject areas, and creating collections, pages and channels of related work
- Rapid modifications of reports or section(s) of reports to aid in publishing
- Building and maintaining libraries of editorial and design assets, including glossaries, style guides, summaries, descriptions and investment theses
- The creation and maintenance of layout templates for frequently used pages, exhibits and report styles
- Develop and deliver a platform ESG research capability to create key ESG insights
- Position the Sustainable Investing team for future growth by developing and delivering a research platform for now and the future
- Build relationships with other teams supporting the investment and research process
- Independently conduct ESG research to drive investment solutions and portfolios
Qualifications for global investment research
- Independent thinker, strong interest in markets and a passion for investing
- Highly organized individual able to manage multiple disparate tasks
- Experience with fundamental analysis analyzing, creating and marketing investment ideas
- A genuine desire to work within Global Investment Research - imperative that candidates see and want this as a true career move
- Minimum 5 years of equity research experience covering Healthcare sector stocks is preferred
- Support senior analysts on projects/research reports while also developing an independent research platform
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Global Investment Research Job Description
Job Description Example
Our company is growing rapidly and is looking for a global investment research. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for global investment research
- Interface with the most senior levels of colleagues, management, and clients
- PhD training in economics preferred
- Distribution lists via CHIME
- Assist Portfolio Managers in the development and improvement of quantitative models and in researching new qualitative portfolio ideas
- Perform ad-hoc analyses for Portfolio Managers
- Participate in weekly research and investment meetings
- Partner with the Talent Advisor team for GIR to facilitate and drive key people development processes for the division
- Help execute against all people development processes including leadership pipeline, talent management, promotions, performance management, diversity, reporting and analytics on people related metrics and trends, year-end compensation, and ad hoc organization reviews
- Help division management team on key priorities, initiatives and day to day issues
- Support initiatives relating to the Americas region
Qualifications for global investment research
- Minimum 3 years of industry/strategy consulting/equity research experience in healthcare/ pharmaceutical sector is preferred
- Minimum 2 years of equity research experience
- 5+ years experience as a Supervisory Analyst (SA/editing skills must be demonstrated through a standard test)
- Existing knowledge in a computer language such as Python, Java, VBA
- Good/professional people skills
- Minimum of 4 years in the financial industry/a law firm