Investment & Research Analyst at Bamboo

SCOPE OF ROLE

• As the Investment & Research Analyst, you are responsible for compiling information drawn from relevant research data gathered to help managers see the business value. You will help gather robust insights on our customers and competitors and continuously monitor business performance.
• You will design and execute research projects that meet business objectives and assist in reporting insights to the wider organization.
• You will prepare reports and presentations, to provide insights on what the data reveals to facilitate decision-making.

What you will be doing:

• Daily monitoring of Bamboo’s market to market gain/loss on Investment securities to ensure zero Loss on all investments embarked by Bamboo while maximizing returns on Funds Under management.
• Research and Explore other investment options.
• Weekly monitoring of Unutilized customer deposits and provide insights and analysis on how these funds can be deployed.
• Researching market trends, conducting surveys, analyzing data from competitors, and analyzing the business's operations, expenditures, and customer retention to identify patterns of potential issues or improvements.
• Providing recommendations to improve future business operations.
• Perform comprehensive review of due diligence documents of potential partners. Help discover all the data points we need to feed into our decision-making process and assist with developing final investment memos. Examples include talking to customers, looking at metrics, and assessing teams.
• Support the treasury team to manage investment pipeline by assisting with inbound requests, systematizing proactive follow-ups, etc.
• Review of Due diligence documents of potential business partners.
• Provide actionable insight that could assist the Senior Investment Manager in making investment decisions.

Experience and Key Competence Requirement:

• 2 years’ experience in a research and/or investment analyst role at a fintech, Investment Banking ,or Management Consulting firm.
• You have broad understanding of or strong interest in wealth management, institutional asset management, as well as information technology
• You have basic statistics, data analysis and visualization skills allowing you to effectively explore quantitative data and communicate resulting insights. Knowledge of SQL is helpful.
• You have strong data analysis and data gathering skills with the ability to communicate in a clear manner insights from the analysis.
• Excellent organizational skills, ability to prioritize effectively and handle multiple tasks simultaneously in a very fast paced environment. Essentially, you need to be able to deliver under pressure.
• You're able to work autonomously and deliver a project from start to finish if needed, but also collaborate with various stakeholders.
• You are great at prioritizing outputs across various projects and able to manage your time to meet tight deadlines.
• You’re skilled at gathering both internal and external customer feedback and requests, empathizing with their challenges and opportunities, and prioritizing designs to optimize results.
• You are known for being a creative problem solver with the attitude that there is no problem that cannot be solved, fixed, or mitigated.
• You are a skilled communicator to both technical and non-technical audiences, and are known to articulate ideas and plans clearly, accurately, and effectively with all levels of internal and external audiences.
• You’ve got positive energy. You’re optimistic about the future and determined to get there.
• You appreciate direct communication. You’re both an active communicator and an eager listener
• You’re cool with candid feedback and see every setback as an opportunity to grow.
• You have a “can do” attitude. Owning a problem doesn’t scare you, but rather empowers you to take 100% responsibility for achieving the Bamboo mission.
• You’re never tired of learning.