The Role
Cover assigned sectors through meetings with management, consultants, and regulators; build financial models; produce initiation, update, and thematic research reports; conduct client calls and roadshows; organize NDRs and corporate access; ensure regulatory compliance; use Equitec systems and meet Research Department KPIs, with focus on Singapore-listed companies, especially REITs.
Summary Generated by Built In
Key Responsibilities
Research
- Cover assigned sectors through meetings with top management, industry consultants, and regulators to gain a deeper understanding of company and industry specific issues, as well as future prospects.
- Build detailed financial models for companies and industries, and produce initiation reports, weekly company/sector updates, and semi-annual thematic reports focused on key trends.
- Conduct weekly client calls to highlight the latest research reports, discuss key insights, and address client concerns and queries.
- Produce bi-annual thematic reports on assigned sectors and proactively market them to clients.
- Conduct teach-in sessions for new buy-side analysts or portfolio managers assuming sector coverage responsibilities.
- Meet and present to investors during global marketing trips to Singapore, Hong Kong, Europe, and the United States.
- Adhere to the weekly publication schedule set by the Research Department by providing timely updates on companies and sectors under coverage, particularly when there are significant news developments.
- Proactively arrange and facilitate regular corporate access opportunities for clients.
- Utilize Equitec research and client management systems to meet KPI requirements.
- Organize Non-Deal Roadshows (NDRs) for corporates to meet investors and accompany investors on Reverse Roadshows to meet companies.
- Provide research support and services to the Group.
- Cover Singapore-listed companies, particularly within the REIT sector, as assigned by the Head of Research.
- Expand coverage to other sectors as directed by the Head of Research.
Regulatory Compliance
- Ensure all research reports and communications with internal and external stakeholders comply with Group, local, and regional regulatory requirements.
- Ensure adherence to all applicable compliance requirements, as well as research policies, procedures, and guidelines.
Key Requirements
- Bachelor's degree in a relevant discipline.
- Capital Markets Services Representative’s Licence (required for the role).
- Relevant experience as an Investment Analyst within an established bank or financial institution.
- Strong understanding of the current landscape and evolution of the covered sectors.
- Excellent financial modelling skills and strong proficiency in Microsoft Office applications.
- Ability to produce actionable thematic, sector, and company deep-dive research reports.
Skills Required
- Bachelor's degree in a relevant discipline
- Capital Markets Services Representative's Licence
- Relevant experience as an Investment Analyst within an established bank or financial institution
- Strong understanding of the current landscape and evolution of the covered sectors
- Excellent financial modelling skills
- Strong proficiency in Microsoft Office applications
- Ability to produce actionable thematic, sector, and company deep-dive research reports
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The Company
What We Do
CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.
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