Applying job

Position: Senior Investment Analyst

Location: 11 A Maraval Road, Newtown / Trinidad and Tobago

Company: ANSA Merchant Bank

Job Summary:

The Senior Investment Analyst will work across the Investment Services Department and assist with principal investment and asset management activities. ANSA Merchant Bank’s Investment Services department adopts a very flat operating structure affording the opportunity to participate in a broad range of responsibilities, thereby creating opportunities for upward mobility.

Job Description:

  • Work with the investment analysts in the department to coordinate research activities and in the preparation of investment reports / recommendations.
  • Prepare written investment recommendations and reviews across multiple asset classes in order to achieve target returns for the various portfolios under management.
  • Utilize financial models for valuation purposes, e.g., Dividend Discount Model for local equities etc.
  • Responsible for organizing and analyzing sophisticated financial data used in client proposals, investments and strategic plans
  • Conduct comparative/industry analysis and economic/financial research with regard to companies in the local and global economies.
  • Perform reviews on various securities within the ‘Daily Price Monitor’ that have breached their investment monitoring limit.
  • Assist in the preparation of monthly investment related reports which goes to the Board and Investment Committee.
  • Assist in the preparation and review of budgetary targets and operating plans for the portfolios under management.
  • Prepare investor presentation materials such as power point presentations etc.
  • Provide support to the ‘Manager Investments’ with regard to the management of investment portfolios, various reports and other ad hoc functions.

Qualifications & Experience

  • Chartered Financial Analyst designation or working towards that qualification is encouraged
  • Degree in a related subject (e.g. Business, Economics or Science)
  • 2-5 years of relevant experience
  • Multi-disciplinary expertise with significant investment knowledge and experience
  • Ability to monitor portfolio risk and post-trade compliance.


  • Self-drive, seeking continued development and self-improvement
  • Ability to raise issues when required and map out steps for resolution, working with internal and external parties
  • Commitment to provide high quality work to occasionally pressing deadlines
  • Enthusiastic and positive attitude with a desire to continue to improve processes and help drive the department forward
  • Ability to work effectively within a fast moving environment
  • Good communicator and team player
  • Advanced Microsoft Office capabilities and proficient in the use of the Bloomberg Terminal

How to apply:
These are the requirements for applying for this job:

- Do you have a Degree in a related subject (e.g. Business, Economics or Science)? - Do you have 2-5 years of relevant experience? - Do you have a Chartered Financial Analyst designation or working towards that qualification?