Research & Strategy Analyst (54879 Jamaica Research & Strategy Analyst
The selected candidate will provide research and analytical reports to guide the revenue generating units of SIJL, specifically, Portfolio and Asset Management, Wealth Management and Capital Markets. The incumbent will also be responsible for collating economic information from various government agencies and other sources to be used in the analysis of the Jamaican and global economies, as well as assisting with the overall management and idea generation for the Listed Equity Funds; conducting credit risk assessments on various sovereign and corporate bond issues; determining feasibility of equity investments based on investment strategy.
Key Duties and Responsibilities: Collate economic information from the various government agencies and other sources to be used in economic analysis on the Jamaican and global economies. Provide monthly economic reports on the Jamaican market to be shared with SIJL clients, SLJ and risk committees. Provide... information on the local and international markets for dissemination to clients. Active monitoring of all Listed Equity Funds and other new funds developed to ensure performance is in keeping with investment objectives and regulatory requirements. Prepare Fund Fact sheets for use by Sales Team and other stakeholders. Develop investment proposals for approval by requisite committees. Develop and recommend new fund ideas for execution. Work on project teams for the creation or closure of new/ existing portfolios. Provide updates on key market developments, company news/ analysis economic data. Determine feasibility of equity investments based on investment strategy. Conduct credit risk assessments on various sovereign and corporate bond issues. Monitor and interpret trends within the organization and the financial services industry and prepare reports as needed. Assist with communicating the strategy across the organization and monitoring the execution of the strategy. Prepare presentations on various topics, for communication with internal and external parties. Conduct presentations to internal & external parties as necessary. Lead the preparation of business cases for potential new products, services and business opportunities. Analyze proposals and provide recommendations for new products, services and business lines. Identify and recommend suitable investments across global asset classes for SIJL clients and provide thorough analyses to support investment recommendations. Provide research and analytical support to the revenue generating units of SIJL. Assist the corporate finance and structured product teams and generate revenues through the design and pricing of structured investment products for distribution to SIJL institutional and High Net Worth Clients. Liaise with members of the Wealth Management team to prepare Investment Portfolio Proposals designed to meet client financial objectives and risk tolerances with the view to help grow Assets under Management and revenues. Provide independent analysis of new deals originating out of the Capital Markets unit. Provide quarterly or semi-annual updates/ reviews of existing deals originating out of the Capital Markets unit such as initial public offering, private placements and bond syndication for dissemination to clients as well as FC for valuation of the securities. Perform other related duties assigned from time to time.
Academic Qualifications/ Specialized Skills/ Competencies: Bachelors Degree in Mathematics, Finance, Economics, or a related field with at least 5 years' working experience in quantitative analysis, investments, research, risk management, or strategy management or Masters Degree in Mathematics, Finance, Economics, Management, or a related field with at least 2 years' working experience in quantitative analysis, investments, research, risk management, or strategy management from a recognized tertiary institution. Ability to think critically and logically. Ability to carry out thorough analyses. Ability to build and maintain good relationships with individuals at all levels of the organization. Ability to complete multiple activities at once to accomplish a goal. Excellent communication skills, both orally and in writing & sound presentation skills. Effective time management skills.
If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than May 28, 2021.
While we appreciate all applications, only shortlisted candidates will be contacted Jamaica undefined undefined
Research & Strategy Analyst (54879 Jamaica Sagicor Group Jamaica Limited Jamaica