Working for a UHNWI Family out of Bahrain and integrating its Family Office

His/her primary goal is offer analysis that guides investment management team toward consistent performance and minimal-loss investments.

Investment Analyst Duties and Responsibilities

This is an evolutive job in terms of duties, responsibilities and compensation.

Conduct Research and Analysis

The core responsibility of an Investment Analyst is to conduct research and analyze data. They may assess the performance of stocks and bonds, analyze profit and loss sheets and companies’ accounts, and make informed recommendations to their manager or team leader regarding financial directions. While they are not responsible for making the ultimate decision in investments they do conduct the research and provide the data that aids in the decision-making process.

Create Reports

Writing financial research summaries and compiling data into comprehensive reports are part of the Investment Analyst’s job requirements. The reports often include a recommendation section that offers advice on which actions should be taken and which actions are to be avoided.

Consult with Colleagues

Investment Analysts typically spend part of their day consulting with stockbrokers, stock market traders, fund managers and other business contacts to aid in their analyses. Keeping tabs on the financial markets’ constantly changing patterns and trends requires Investment Analysts to be in close contact with these people on a day-to-day basis. They may speak directly with them, or may review reports and data they have compiled. Creating good relationships and partnerships are important to an analyst’s success. Investment Analysts may also be required to throw together quick presentations to make their data easy to see and understand.

 

Investment Analyst Skills

Successful Investment Analysts are ambitious, committed individuals who are not opposed to working long hours and weekends in a fast-paced environment. They must be very self-motivated and have an aptitude for mathematics and/or accounting. Their communication skills must be impeccable and they must possess great interpersonal skills as well. In addition to these traits, employers look for candidates with the following skills.

 

Core skills:

Understanding financial markets and trends

  • Analyzing and interpreting financial data from many sources and especially from Bloomberg
  • Researching current and historical financial market data
  • Proficiency with Microsoft Office software, especially Excel

Advanced skills:

  • Prior experience in financial and trend analysis, bank and/or family office
  • Background or degree in Economics, Finance or Business
  • CFA background or certification or in progress
  • Knowledge of generally accepted accounting principles (GAAP)

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Live examples

Stock analysts, or securities analysts as they are also known, spend their time researching and examining financial data on stocks and companies so they can best advise businesses on how best to invest their money.

Through research, spreadsheets and other forms of software, stock analysts examine the securities of companies in various industries. They look at the financial results, government regulation, industry factors, and even politics that might affect the price of a company’s stock or the entire sector. They then use this data to try to predict the future earnings of the company and advise their clients if it is wise to buy or sell stocks in that business.

Examples:

  1. The coronavirus lead lockdown has caused havoc in the automobile industry. Governments globally have been forced to aid in an unprecedented stimulus to almost every sector of the economy. How did the government provide aid to the automobile sector in Europe? They provided very high subsides & incentives for people who wish to purchase an electrical vehicle only. The subsidies did not apply if you were planning to purchase a gasoline car. This is where politics & government policy come into play. European countries are becoming more environmentally conscience which as lead to the rise of the ESG investor. It is the analyst’s job to keep track of government policy that will affect the performance of automobile companies that have a large exposure to electrical vehicles or if they are behind the curve and don’t have a pipeline with upcoming e-vehicles.
  2. Almost Each country in Europe releases its registered car sales monthly. They release how many BMW cars they’ve sold, how many Tesla cars they’ve sold and henceforth. An analyst could aggregate the data of all the European countries car sales independently and use that data to forecast the total car sales of a company prior to the company releasing its own earnings. The analyst is creating his own projected model of what the earnings of say Daimler would be before the company announces the earnings themselves to best advice to either potentially purchase the company’s stock, or to sell it prior to the earnings date.