Ron Bhattacharjee Email & Phone Number

•conducting due diligence on companies and industries by researching, reading financial statements and market data;•analysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors;•keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries;•considering how the economic implications of factors such as natural disasters, weather, wars, etc. might affect the performance of companies and funds;•monitoring the financial news using specialist media sources;•financial modelling and projection;•drafting and writing research reports for fund manager or client use;•meeting with and providing information to fund managers; this might include, summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day ahead;•making recommendations to fund managers, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation;•ensuring that all compliance regulations are met.

Listed skills include Business Analysis, Financial Analysis, Employee Benefits, Customer Service, and 13 others.