Role Summary:

The Equities Analyst is responsible for initiating, maintaining and improving coverage of companies in designated sector/s.

Main Duties and Responsibilities:

Contribute to idea generation and portfolio construction of the portfolio managers. Regularly write investment narratives for stocks and sectors under coverage. Sector and stock coverage--Develop and improve financial and qualitative models for rating companies based on fundamental merit Contribute new ideas for expanding and developing different facets of ATRAM Trust’s Investment Process Assist in sales and marketing initiatives with reports and presentation requirements Provide support in giving presentations to clients and marketing channels as needed Comply with regulatory requirements, company and group policies; maintain compliance awareness