Research Associate

QUALIFICATIONS:

• Graduate of Financial Management, or any other business-related course.

• Experience is a plus but not necessary.

• Must be knowledgeable with the financial markets and factors that affect such including but not limited to the economy, politics, regulations, etc.

• Must be knowledgeable of fundamental analysis (i.e., financial ratios, valuations, etc.)

• Must be knowledgeable of technical analysis (i.e., chart reading, basic technical indicators, and patterns)

• Must have good communications skills both written and oral

• Must be computer literate especially with Microsoft applications such as but not limited to word, excel, powerpoint or google applications such as google docs, google sheets, google slides.

• Must be willing to engage with stakeholders (i.e. clients, agents, and management)

• Open to learning more

• Can work under pressure

JOB DESCRIPTIONS:

Research Functions

• Analyze information to identify investment and trading opportunities.

• Generate reports on the economy, and on sectors and listed companies assigned to.

• Assist in creating fundamental and technical analysis models.

• Assist in designing equity investment portfolios.

• Write other relevant research reports as may be assigned by the top management team.

• Establish working relationships with listed company officers such as investor relations officers.

Engagement Functions

• Know market sentiment via research and analysis, and maintain knowledge and understanding of micro/macro economics and financial markets.

• Identify the needs within the client organization, recommend strategies or service offerings, and develop a plan to drive maximum trading activity.

• Assist in analyzing engagement metrics to arrive at on-point conclusions that would help in the devising of engagement plans

• Offer training services to clients including but not limited to Stock Market basics, Fundamental Analysis, Technical Analysis, Essential Components of Trading, etc.

• Engage clients, agents, and other stakeholders who are in need of investment guidance if necessary.

Information :

• Company : Philstocks Financial, Inc
• Position : Research Associate
• Location : Pasig City, Metro Manila
• Country : PH