Junior Investment Analyst
Role summary
At the heart of our work lies deep research, and a thorough grasp and effective communication of market context, business dynamics, drivers, and a risk-return framework pertaining to investment opportunities are central to our mission. A genuine curiosity fuels every exceptional piece of research. Asking the right questions and finding meaningful answers about how and why a market, product, or business functions is crucial.
We embrace a growth mindset and aim to support your career development while expecting you to contribute to our progress. While we eagerly tailor the role to align with your expertise and experience, certain foundational skills and active engagement will be essential from your end.
The investment analyst will join a close-knit, highly motivated research team, contributing to the fund manager’s efforts to achieve superior fund performance by identifying good businesses having high potential for growth. This role requires a strong sense of ownership and responsibility in supporting the fund manager’s strategic decision-making. The ideal candidate will be one who possesses a blend of analytical thinking, curiosity, and passion for equities. They should be proactive, seeking ownership of their work, and be comfortable with both field and desk-based research.
Role Specifications
- This role is for a generalist who engages in all facets of research and demonstrates strong analytical skills.
- Monitor daily news updates, company announcements and reports, and key corporate events and compile comprehensive dossiers.
- Analyse both quantitative and qualitative elements of businesses, including peers, governance, management, capital allocation, alternative options within the value chain, value migration across the value chain.
- Construct financial models in Excel to assess and monitor the financial performance of companies under observation.
- Conduct thorough, independent research on companies, industries, and macroeconomic factors.
- Present well-reasoned and articulated investment recommendations to the fund manager.
- Conduct visits to company sites, engage with various stakeholders including vendors, customers, management, competitors, regulators, and financiers, to cultivate a comprehensive understanding of business prospects and drivers.
- Uphold superior work ethics, display self-motivation and independent thinking, and maintain a results-driven approach focused on meeting deadlines and achieving outcomes.
- Demonstrate a strong foundation in accounting principles and financial statement analysis, paired with a passion for numbers and the ability to perform thorough ground-level due diligence and channel checks.
Qualifications & Skills
- Candidates should possess 4 to 5 years of experience in equity research, with a strong background in value investing.
- Prior experience of tracking multiple sectors (more than 2) is preferable.
- Preferred qualifications include an MBA from a top-tier institution, and/or CA/CFA credentials.
- Must demonstrate strong critical thinking, analytical, research, communication, and writing abilities.
- A high standard of intellectual integrity is required.
- Should possess a high degree of independence, diligence, and trustworthiness.
Benefits
Industry standard beating competitive compensation (fixed + variable) based on qualifications and experience.
Application instructions
If you are interested in joining our team at Oaklane Capital, please send your resume, a case study, and a brief explanation of why you believe you are a suitable candidate for the position, to admin@oaklanecapital.com with subject line “Application for Junior Investment Analyst”. The case study needs to be a comprehensive investment hypothesis of your best idea (current or past), along with a detailed study of the industry, competition dynamics, financials adjusted for normalisations with valuations and risk/reward factors.
If your credentials match our requirements, our team will be eager to talk to you.