What are the responsibilities and job description for the Investment Research Analyst position at Desla Wealth Management?
About Us :
At Desla Wealth Management, we developed specific investment strategies that we believe best serves our clients. Founded on a commitment to trust, transparency and accountability, we aim to transform financial futures. Join our team and play a key role in our mission to deliver strategic investment solutions.
Role Overview :
We are seeking a highly motivated Investment Research Analyst to support our portfolio management and investment decision-making process. The ideal candidate will conduct in-depth research, analyze financial data, and provide actionable insights to enhance our investment strategies.
Key Responsibilities :
- Conduct detailed research and analysis of equities, sectors, and macroeconomic trends.
- Evaluate financial statements, earnings reports, and market data to identify investment opportunities.
- Monitor portfolio performance and provide recommendations to optimize risk and return.
- Stay informed on market developments and provide regular insights to the investment team.
- Assist in preparing reports and presentations for internal and client use.
- Collaborate with the team to support strategy development and execution.
Qualifications :