Equity Analyst

2 weeks ago


Taguig, National Capital Region, Philippines Sun Life Financial Full time

locations Taguig City, National Capital Region (Manila)

time type Full time

posted on Posted Today

job requisition id JR

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Please enter the external job description here (remove this line)

The individual will handle in-depth coverage of a set of sectors and listed companies with the purpose of preparing financial models to produce forecasts and assess fair valuations of these names. He/she will work closely with the equity portfolio managers to construct portfolios for SLIMTC clients.

  • Fundamental analysis
  • A university degree in finance, accounting, economics or related fields, preferably a Chartered Financial Analyst (CFA) candidate or MBA.
  • Preferably with work experience of at least 5 years in a financial analysis/research-related role.
  • Analytical coverage of assigned listed equity names, including correspondence with officers of the listed company and relevant agencies
  • Maintenance of financial models and other research templates
  • Preparation and presentation of research reports to internal and external clients

Job Category:

Asset Management

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Please enter the external job description here (remove this line)

Job description (heading) / Description du poste (titre)

The individual will handle in-depth coverage of a set of sectors and listed companies with the purpose of preparing financial models to produce forecasts and assess fair valuations of these names. He/she will work closely with the equity portfolio managers to construct portfolios for SLIMTC clients.

Preferred skills (heading) / Compétences particulières (titre)

  • Financial modelling
  • Fundamental analysis

Qualifications (heading) / Compétences (titre)

  • A university degree in finance, accounting, economics or related fields, preferably a Chartered Financial Analyst (CFA) candidate or MBA.
  • Preferably with work experience of at least 5 years in a financial analysis/research-related role.

Responsibilities (heading) / Responsabilités (titre)

  • Analytical coverage of assigned listed equity names, including correspondence with officers of the listed company and relevant agencies
  • Maintenance of financial models and other research templates
  • Preparation and presentation of research reports to internal and external clients

Job Category:

Asset Management

Posting End Date:

30/07/2024

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

#J-18808-Ljbffr

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