Equity Analyst

Job Summary

Conduct equity research on the stocks under coverage in the Banking, Finance, and Insurance sector. Other aspects of work include analyzing industry trend and servicing clients.

Role and Responsibilities / หน้าที่ความรับผิดชอบ

• Initiate and maintain equity research coverage for the stocks in the Banking, Finance, and Insurance sector
• Analyze relevant data and maintain coverage of industry’s and companies’ news to identify emerging trends, opportunities and risks to justify the investment case
• Create and maintain earnings, valuation, recommendations and price objectives, and industry financial models for the stocks under coverage 
• Study and understand the fundamentals of the industry and stocks under coverage and research the trends that may impact company/sector recommendations.
• Write and publish equity research under Kiatnakin Phatra Securities and BofA Securities brands
• Interact and service institutional and private wealth clients, communicate investment ideas and respond to requests for models and ad-hoc analysis 
• Build and maintain relationship and access with the investment relation and the management of the companies under coverage
• Involve in the Department’s projects

Qualifications / คุณสมบัติ

• Bachelor’s degree or above graduates in Finance, Economics or Accounting preferred.
• Understanding of Banking / finance / insurance sectors preferred.
• Understanding of equity market, equity valuation, financial modeling, fundamental analysis, asset allocation, and investment theories preferred.
• Experience in utilizing Excel to build/maintain financial models; An advanced level of Excel proficiency and financial modeling is expected and required. Knowledge of other data analysis tools is a plus
• Ability to perform under pressure and meet time-sensitive deadlines
• A highly competitive self-starter who thrives in a collaborative and fast-paced environment

Specific knowledge and skill / ความรู้เฉพาะตำแหน่ง