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Position: Investment Analyst

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

Company: Investment Analyst

Job Summary: 

The Investment Analyst will participate in our sound portfolio-management strategy by providing the necessary data for our decision making process. The core responsibility of the Investment Analyst is to conduct research and analyze data. He/She will assess the performance of stocks, bonds, and commodities, analyze assets and companies’ accounts (profit and loss sheets and cash flow information), to make informed recommendations regarding investment decisions. The incumbent must have the ability to work independently in a rapidly changing environment.

Job Description:

  • Provides superior quality service to internal and external customers by projecting and demonstrating a high level of professionalism, courtesy and initiative in accordance with established guidelines and policies.
  • Compiles advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios.
  • Prepare and update country reviews and assessments based on investments held on all the portfolios managed.
  • Monitors and produces reports on the price movements of specific securities and other investments which are watch-listed.
  • Prepares quarterly presentations of the investment performance for the portfolios managed.
  • Assists in the monthly preparation of investment reports for the Investment Committee.
  • Continuously collects and interprets data, such as company financial statements, price developments, currency adjustments, and yield fluctuations.
  • Monitors closely financial news sites, prospectus fillings, industry publications, risk, and new investment solutions to determine suitable investment recommendations.
  • Evaluates  macro developments, such as following a country\’s political changes, climate change and the impact of natural disasters, and emerging industries and service sectors.
  • Examines earlier investment decisions to suggest recommendations for improvement of investment portfolios.
  • Liaises with fund managers and network with industry professionals.
  • Understands operational, regulatory, compliance and AML risks to make day-to-day decisions.
  • Co-operates and supports the company’s HSE initiatives.
  • Adheres to employee’s duties in accordance with OSH Act.
  • Adheres to all HSE policies and procedures.
  • Supports Portfolio Manager on other investment related tasks and projects.

Qualification & Experience:

  • BSc. Finance/Economics or professional qualification in Accounting or other related disciplines
  • Minimum two (2) years working experience in a similar position
  • Excellent quantitative and qualitative analytical skills
  • Strong numeric skills
  • Bloomberg proficient
  • Computer literate
  • Solid understanding of financial set-up, procedures, statistics and economics
  • Knowledge of generally accepted accounting principles (GAAP)
  • Microsoft Office Suite i.e. Word, Excel, Access

Behavioural Competencies:

  • ACCURACY-  Numerical reasoning; arithmetic computation; using tables and graphs.  Ensures that data presented is free from error.
  • ATTENTION TO DETAIL – Knowledge of financial markets.  Robust understanding of risk assessment.  Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.1
  • COMMUNICATION: OPEN – Excellent communication, organizational and interpersonal skills.  Creates an atmosphere in which timely and high-quality information flows smoothly up and down, inside and outside; encourages open expression of ideas and opinions.
  • COMMUNICATION: ORAL and WRITTEN – Effectively transfers thoughts and expresses ideas orally or verbally in individual or group situations.
  • CUSTOMER FOCUS – Making customers and their needs a primary focus of one\’s actions; developing and sustaining productive customer relationships. Able to recommend solutions based on investor needs and risk tolerance. In-depth understanding of the sales process.
  • DRIVE FOR RESULTS – Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence.
  • DECISION MAKING – Applies guidelines and procedures that require some interpretation in dealing with exception.


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

- Do you have a BSc. Finance/Economics or professional qualification in Accounting or other related disciplines? - Do you have a minimum of two (2) years working experience in a similar position?