Investment Analyst (Public Market)

Job description / Role

The Investment Analyst (Public Markets) will be responsible for conducting comprehensive financial, market, and portfolio analysis across listed equities and exchange-traded funds (ETFs) in global markets. The role involves building and maintaining financial models, developing investment strategies, and supporting portfolio management decisions through data-driven research.

Investment Research & Financial Analysis
• Conduct in-depth financial and equity analysis, including ratio analysis, cash flow evaluation, and valuation modeling for companies listed on NYSE, Nasdaq, and other global exchanges.
• Build, maintain, and optimize financial and forecasting models to assess potential investments and forecast expected returns.
• Perform fundamental and quantitative analysis to identify market opportunities and portfolio allocation strategies.
• Conduct macro and sectoral research to track global trends, risks, and growth opportunities across industries.
• Prepare investment reports, research summaries, and recommendations for senior management and client review.
• Monitor and evaluate existing portfolios, recommending rebalancing or strategy adjustments when necessary.
• Support the design and execution of data-driven investment strategies such as ETF rotation, mean variance optimization, and asset allocation models.

Market Monitoring & Portfolio Management
• Stay informed of market developments, economic indicators, and global financial news impacting public equities.
• Track performance metrics for equity portfolios, comparing results against benchmarks and key performance indicators.
• Conduct backtesting and scenario simulations to assess the impact of various market conditions on portfolio performance.
• Collaborate with portfolio managers to ensure investment decisions align with overall fund strategy and risk parameters.

Reporting & Presentations
• Prepare professional investment decks, dashboards, and presentations for senior leadership, clients, and stakeholders.
• Communicate analytical findings and investment recommendations clearly, both in written and verbal form.
• Support client interactions and presentations with leading institutional partners and asset managers.

The ideal candidate is academically competent, highly analytical, and well-versed in stocks, public equities, and market trends, with the ability to interpret complex financial data and provide actionable investment insights.

Education
• Bachelor’s degree in Finance, Economics, Accounting, or Business Administration.
• CFA or FRM certification (or active candidacy) is a strong advantage.

Experience
• 3–5 years of relevant experience in public market investments, equity research, or financial modeling.
• Proven experience analyzing listed securities, ETFs, and global market trends.
• Demonstrated success in developing investment strategies and providing performance-driven recommendations.

Technical Skills
• Advanced proficiency in financial modeling, valuation, and risk assessment.
• Strong knowledge of equity markets, financial instruments, and investment strategies.
• Proficient in MS Excel (advanced functions) and financial platforms such as Bloomberg, FactSet, Morningstar Direct, and S&P Capital IQ.
• Excellent analytical and quantitative ability to interpret large data sets and market indicators.

Communication Skills
• Strong written and verbal communication skills in English, with the ability to explain complex financial concepts clearly to non-technical audiences.

Core Competencies
• Results-Oriented: Committed to achieving superior investment performance and meeting portfolio benchmarks.
• Analytical Thinker: Enjoys exploring financial data to identify investment opportunities and risks.
• Strategic & Detail-Oriented: Balances precision in analysis with a broad understanding of market dynamics.
• Professional Integrity: Handles sensitive financial information with confidentiality and high ethical standards.
• Adaptable: Capable of managing multiple projects in a fast-paced, high-stakes investment environment.

Salary:
USD 2,000 to 4,000 per month inclusive of fixed allowances.

About the Company

HVQ Holding is a family office with business in multiple sectors which includes construction, trading, retail, fashion, IT among others. Based on the in-depth understanding of economies and enterprises we have consolidated a diversified portfolio. Our Company is commitment to excellence across all of our business lines. We are continuously looking to hire creative, driven, innovative and talented professionals to play the required role in this organization, providing a career platform for employees in various industries.