Associate Research Analyst Job Description
Associate research analyst
provides guidance on Anti-Money Laundering and Customer Due Diligence in respect to each of the legal obligations.
Associate Research Analyst Duties & Responsibilities
To write an effective associate research analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included associate research analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Respondent incentive administration
Pulling data from completed surveys for Analysts
Coding open ended responses
Have 1-2 years of relevant experience, ideally sell-side equity research
Supporting the hedge fund research program for Russell’s hedge fund team
Build and maintain excel-based financial models, including income statements, balance sheets, cash flow statements
Manage databases and electronic data services
Be highly numerate with strong technical, financial analysis and modelling skills
Be highly fluent in spoken and written English
Have strong attention to detail and organisational skills
Associate Research Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Research Analyst
List any licenses or certifications required by the position: CFA, CPA, SCRUM, CISSP, SSCP, ITIL, DAWIA
Education for Associate Research Analyst
Typically a job would require a certain level of education.
Employers hiring for the associate research analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Economics, Business, Finance, Education, Accounting, Statistics, Psychology, Mathematics, MBA, Engineering
Skills for Associate Research Analyst
Desired skills for associate research analyst include:
Regional level
Anti-Money Laundering
Compliance
Investigations
KYC/Due Diligence
“Boolean Search” logic techniques and familiarity with public records
Interest in current
International Affairs at a global
Our tools
Platforms
Desired experience for associate research analyst includes:
At least one year of professional experience in a corporate setting
Fluency with Microsoft Office (Word, Excel, PPT)
Experience designing, programming, analyzing primary market research instruments a plus
Experience with market research software (survey management, statistical analysis) a plus
MD, PhD or advanced science degree preferred
Advanced knowledge of MS Office applications (Excel, Powerpoint, Word), experience with macros/VBA a plus
Associate Research Analyst Examples
1
Associate Research Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for an associate research analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate research analyst
- Conduct analysis and establish rationale for terminating a relationship with an external investment manager
- Work to enhance the monitoring process of current manager line up
- Prepare client materials and involved in some face-to-face client presentations
- Proactively participate in team meetings by providing regular updates on managers under coverage and participating in constructive debates
- Candidate must be native-fluent in Chinese Mandarin language as a speaker, writer and reader
- Candidate will be responsible for building and updating comp sheets and managing the databases and electronic data services
- Candidate must be able to meet the special projects demands of the analyst and be resourceful enough to determine and locate relevant data
- Candidate must be able to demonstrate the ability to live and work in either the United States or China for extended periods of time
- Candidate should be adaptable and have the ability to work well under pressure in a demanding environment
- Candidate should also be able to work independently to produce accurate, detailed materials while meeting tight deadlines
Qualifications for associate research analyst
- Minimum 3-5 years of equity research experience covering consumer goods/ retail or other sectors is preferred
- Must have a minimum of 1 to 3 years of relevant consumer research experience or related consumer science, sensory or educational experience
- BA/BS degree, or equivalent work related experience, most likely be in any of the following fields
- Bachelor’s degree, with a major in business, finance or economics preferred
- 5-10 years investment or related experience
- Be able to edit Equity, Macro and Fixed Income Research in Japanese quickly and accurately
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Associate Research Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate research analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate research analyst
- Support senior staff in monitoring existing hedge fund investments
- Assist senior analysts by collecting and analyzing data, and by participating in manager evaluations
- Support our portfolio management team in activities relevant to managing our portfolios
- Work with internal Partners
- Participate in ad hoc projects requested by management
- Comprehensive understanding of financial statements preferably of banks and other financial institutions
- The initiative to help build a quality product and be willing to work the hours to achieve your goals
- The ability to collaborate and work with others
- Serve as an investment due diligence analyst supporting the group’s hedge fund offerings, including commingled and customized multi-manager portfolios and advisory services
- Hold primary responsibility for monitoring a sub-group of hedge fund managers who pursue Fundamental investment strategies
Qualifications for associate research analyst
- Experience in finance and healthcare industry preferred
- Bachelors degree in economics or finance and/or a science background
- One to two years of corporate experience with strong knowledge/understanding of capital markets
- Experience/familiarity of Indirect Tax Softwares like Taxware, Vertex, Sabrix, , will be an added advantage
- Setting up performance benchmarks for team and targeting entitlement levels in terms of team individual performance
- Lead meetings with portfolio managers and senior investment and risk professionals at currently invested and prospective hedge funds
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Associate Research Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate research analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate research analyst
- Ensure all proper diligence measures were completed prior to presenting to the AFS Investment Committee
- Prepare agendas and write thorough meeting notes for review by senior management, portfolio managers and clients
- Present manager findings and strategy-level views during monthly research meetings
- Provide support to portfolio managers, product specialists and sales/distribution for marketing purposes and investor inquiries
- Participate in current and prospective client meetings
- Recruiting, training and developing field-based research team
- Commissioning projects to field-based research team
- Conducting store visits to gather information on availability of products and their positioning
- Accessing and analysing available published materials
- Conducting trade interviews with stakeholders in the entire supply chain to obtain both qualitative and quantitative information
Qualifications for associate research analyst
- Challenging and rewarding work spanning a variety of ever-evolving industries and geographies
- On-the-job training and experience that will position you as an expert in your field and facilitate an easy transition into future, more senior roles
- Competitive compensation and benefits package, including medical, dental, vision, 401(k), paid time off, flexible spending, and flexible hours to promote work-life balance
- Opportunities to advance your career in offices across the globe
- Gathering primary input from industry stakeholder
- Primary research (interviewing industry contacts)
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Associate Research Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of associate research analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate research analyst
- Checking and finalising country-level research to ensure its credibility and coherence at international level its local colour
- Client-facing responsibilities, including dealing with client queries, attending conferences, giving presentations
- Editing text and data
- Conduct primary, quantitative and qualitative research of investment opportunities and strategies with a focus on European equity, fixed income and alternative investment strategies
- Prioritizes requests and complete non-core non-stock quotations within the Specials Team metric goals
- Identifies product attributes requested by the Sales Team or directly from customers including size, material, quantity, and all related specifications
- Research the non-core non-stock item request within the core, non-core product line offerings for best action course to fulfill the customer's request
- Establish business relationships with new vendors and utilizes existing vendors to formalize profitable cost/price margins, quality, quantity, and fulfillment lead times (15%)
- Net profit margin review
- Develops formalized quotation documents within the Specials Team ISO guidelines
Qualifications for associate research analyst
- Commissioning of research
- Statistical and textual reviewing and editing
- A degree in market research/economics or business-related discipline is preferred but not a requirement
- Relevant research experience is a requirement to join as a Research Analyst
- A degree in business, marketing, economics, statistics or related field
- A proven track record in primary and secondary research
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Associate Research Analyst Job Description
Job Description Example
Our company is looking for an associate research analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate research analyst
- Recruiting, training and developing a field-based research team
- Commissioning projects to a field-based research team
- Support sales by providing data and analysis (from all available sources) for client calls and/or for RFPs for upcoming campaigns on an as needed basis
- Act as resource to sales team in terms of understanding, applying and talking about data and findings pulled
- Manage approvals of ad effectiveness study requests
- Pull monthly traffic reports using comScore and provide context and insights around competitive trends observed
- Locate relevant data sources for specific non-market economic activities
- Query government agencies and non-government organizations in search of information
- Compile relevant economic, demographic, and methodological data
- Analyze the data using statistical methods to determine their fit within standardized indices
Qualifications for associate research analyst
- Creativity, tenacity and curiosity
- Opinionated, able to make decisions and willing to take responsibility for decisions made
- Minimum eight years of analyst relations, and industry analysis and research experience
- Familiarity with using experimental
- Support with the coverage of Korean firms
- CFA certification is not required but a plus