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Investment Research – Associate

Acuity Knowledge Partners

This is a Full-time position in San Jose, CA posted June 10, 2021.

Education/ Experience and Skill Requirement

Bachelor’s Degree in Business Administration, Finance, Economics or similar career.

1 to 2 years’ experience in financial analysis or similar career.

English, oral and written knowledge at fluid level is a must.

Advanced level knowledge of Excel.

Familiar with financial statement analysis, finance modelling and valuation.

High attention to detail.

Ability to prioritize and adept to client needs.

Excellent written and verbal communication skills.

Self-motivated and quick learner.

Demonstrated history of following the stock markets.

High commitment, proactiveness and team work orientation.


Follow global industries/markets and analyze multinational companies to enable our clients to make sound investment decisions.

Independently conduct background research and document the findings and conclusions in the form of investment research reports.

Build, update, and maintain financial models.

Update periodical reports and manage databases.

Analyze macroeconomic, sector, and summarize news.

Other Research: Researching technical publications, regulatory frameworks, and analytical research.

Market Analysis: Sourcing of market data such as share prices, currency rates, ratios from multiple third party data sources.

See how we usually go about your selection
Step 1

Resumes sourced from multiple sources will be evaluated vis-à-vis the required skill sets

Step 2

The HR will contact the shortlisted applicants for the interview process

Step 3

There will 2-3 rounds of interviews (Telephonic/Face to Face/Skype, etc.)

Step 4

The candidate who clears all the rounds will be shortlisted for the final offer

Step 5

HR to then get in touch with the candidate for salary discussion/Date of Joining etc