Job Title: Investment Analyst
Job Description:
Continuously monitor and analyze market trends, economic data, and industry developments to identify potential investment opportunities and risks. Perform systematic monitoring of macroeconomic conditions and financial markets, providing in-depth analysis of how shifts in monetary, fiscal, and trade policy influence market liquidity, interest rates, and risk premium dynamics over time. Conduct detailed company research, including financial statement analysis, earnings reviews, and assessments of management quality, competitive positioning, and long-term growth potential. Conduct thorough due diligence on potential investments, incorporating industry research, financial analysis, and competitive benchmarking. Develop and maintain complex financial models for current and prospective investments, utilizing methodologies such as discounted cash flow (DCF), comparables, and sensitivity analyses to support investment theses. Formulate and present well-supported investment recommendations, including risk/reward assessments, investment rationale, and projected outcomes. Monitor portfolio holdings by tracking performance metrics, corporate actions, and market developments. Prepare regular reports and presentations on portfolio performance, market outlook, and investment research findings for internal and external stakeholders. Analyze portfolio risk and contribute to the implementation of risk management strategies to ensure alignment with the fund’s investment objectives and risk tolerance. Use statistical and quantitative techniques to analyze data and refine financial models; assist in the development of algorithmic trading strategies. Collaborate closely with the Portfolio Manager and other investment professionals, actively participating in team discussions and strategy meetings. Stay current with emerging research methods, financial theories, economic trends, regulatory updates, and industry best practices. Support ad hoc projects and assume additional responsibilities as needed to help the fund achieve its performance goals. Within the established industry and company research framework, contribute to the development of internal research tools, such as intelligent research agents, to deliver timely, data-driven investment insights and improve research efficiency.
Minimum Requirements:
Bachelor's degree in finance, investment, economics, or related field. 24 months experiences in job offered or as Equity Research Analyst or related. Knowledge of or experience in providing analysis in monetary policy, fiscal policy, and trade regulations. Knowledge of or experience in performing research on publicly listed companies, and evaluating the cost structure and long-term strategic growth potential. Knowledge of or experience in develop financial models, build industry databases and apply advanced quantitative methodologies. Knowledge of or experience in Bloomberg Professional, C++/C, R, EViews, MATLAB, Python, SAS and S&P Capital IQ.
Resumes to Job Location:
S&S Investment Advisors Inc., 42 Tuscaloosa Ave, Atherton, CA 94027. Attn: Yuan Wang.