Financial Modelling:

Sample Profile & Report

 

Role
Typical Responsibilities
Educational Qualifications
Experience
Sr. Research Associate
  • Research and prepare presentations on a variety of investment topics
  • Develop and maintain models for risk management
  • Perform financial/investment due diligence
CFA/MBA
  • Experience of building and updating complex financial models
  • 5+ years experience  of writing research reports or academia in English.
  • Specific sector(Insurance, real estate, Maritime etc.) experience or knowledge
Senior Financial Analyst
  • Write research reports on specific Industry
  • Provide rating to entities basis financial performance
  • Detailed financial analysis and understand key financial ratios
  • Build and maintain charts for research reports on demand from analysts.
CFA/ MBA
  • Good understanding and familiarity of financial concepts& good analytical skills
  • 2-3 years experience  of writing research reports or academia in English language.
  • 3+ years experience in credit rating industry
Supervisory Analyst
  • Ensure that research adheres to both SEC and FINRA rules and regulations, and firm policies and procedures
  • Review the content of research reports to assess the accuracy, consistency and sources of data and calculations included in the reports
  • Review the content of research reports to ensure a reasonable basis exists for the analysts conclusions
  • Engage with research analysts to improve the quality of published research.
  • Manage workflow, record production details and edit reports and comments using company applications
  • Educate research team members on overall editorial/compliance procedures, writing, templates and publishing systems
FINRA Series 16
  • Knowledge of accounting terms and calculations and investment analysis
  • Ability to edit and rework reports written by non-native English speakers