Senior Equity Analyst
Beltone Financial
مجموع سنوات الخبرة :14 years, 7 أشهر
Recommend security investments for purchase, sale or hold.
Prepare reasonable equity research thesis for each investment position.
Convey investment ideas both verbally and in written reports including updating portfolio managers with material information.
Update and manage current financial models on each company under coverage.
Study and assess impact of available public information on individual companies.
Interact with company management and institutional clients regularly.
Participate in industry seminars, report back any relevant information and support marketing/sales departments.
Formulate and decide views on the consumers industry and companies within the industry.
Conducting due diligence on companies and industries by researching, reading financial statements and market data.
Analysing financial information related to companies
Conducting company evaluations through creating financial models relevant to the company operations and industry.
Keeping up to date with market developments, new investment products and all other areas that can affect the markets
Monitoring the financial news using specialist media sources;
Financial modelling and projection
Drafting and writing research reports
Meeting with and providing information; this include, summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day ahead
Making recommendations, being able to position ideas and articulate the risk or payoff for each recommendation
Ensuring that all compliance regulations are met.
Assessing the credit worthiness of corporate clients
Analyzing financial information including financial statements and management accounts
Liaising with staff from within all corporate branches of the bank including account managers and product specialists
Use of Moody’s to insert client’s information and financials to predict performance, patterns and trends.
Provisioned high-level administrative support by conducting research of the market and finding potential clients.
Prepared statistical reports and handled information requests.
Performed clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
Completed Ad-Hoc Assignments including providing Management Reports, Information and worked on Bid/ Prequalification Documentation for Tenders.
Supervised lower-level clerical staff.
Maintained project invoices as well as collecting and depositing cash receipts.
Organized the accounting and finance storage area, was involved in audit preparation, and assembled monthly financial reports.
Handled all Auto Teller Machine Network reconciliation, and transactions.
Monitored suspense accounts related to the Local ATM Network and Group Acquiring Transaction System, and taking the proper action to settle all surpluses.
Investigated ATM customer complaints whether Inward (HSBC clients) & Outward (Non HSBC clients using HSBC Auto Teller Machines)
