Financial Analyst

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Job Details

Financial  Analyst

At LSG, our sole focus is on disrespecting the impossible. Our mission is to push boundaries, unlock human potential, and create solutions that help humanity do more. If you’re ready to break barriers, innovate and do your life's work, you’ve found your team.

Role Overview

• Investment Strategy & Research: Generate high-conviction investment ideas, conduct in-depth market research, and apply quantitative techniques to support critical investment decisions.

• Financial Modelling: Design, build, and audit complex dynamic financial models, ensuring model integrity, flexibility, and precision.

• Analytical Expertise: Utilize strong expertise in fundamental analysis, deep sector knowledge, and data-driven methods to inform all modelling and research efforts.

This role requires a candidate who can effectively balance deep accounting knowledge with advanced technical skills.

General Duties

Financial Modelling & Strategy Testing

• Model Development: Build and maintain financial models for individual stocks, sectors, and asset classes.

• Scenario Analysis: Assess the impact of different macroeconomic and company-specific events on investment outcomes.

• Backtesting & Forward Testing: Evaluate historical and live data to test investment hypotheses and refine strategies.

• Risk & Sensitivity Analysis: Analyse key risk factors and stress test investment models under different market conditions.

• Portfolio Construction: Contribute to portfolio allocation decisions by optimising risk-adjusted returns across multiple investments.

• Performance Attribution: Track and dissect investment performance, identifying key drivers of alpha and areas for improvement.

• Valuation Frameworks: Build automated DCF (Discounted Cash Flow), LBO (Leveraged Buyout), and SOTP (Sum of the Parts) models.

• Transaction Modelling: Develop accretion/dilution and merger models to evaluate the financial impact of potential acquisitions.

Market Research & Investment Idea Generation

• Financial Modelling: Build and maintain financial models to support investment analysis and decision making

• Sector & Asset Class Research: Conduct in-depth analysis of various sectors, industries, and asset classes to identify high-potential investment opportunities.

• Idea Generation: Develop, refine, and present compelling investment theses supported by rigorous data analysis.

• Macroeconomic Analysis: Monitor economic indicators, central bank policies, and geopolitical events to understand their impact on asset prices.

• Competitive Analysis: Evaluate companies within an industry, assessing their business models, competitive positioning, and long-term viability.

• Valuation & Price Targeting: Perform discounted cash flow (DCF), comparative, and other valuation techniques to determine fair value and upside potential.

• Thematic Investing: Identify and track emerging trends (e.g., AI, sustainability, new tech) to develop forward-looking investment strategies.

Data Collection, Management & Market Intelligence

• Data Gathering: Source, clean, and organise large datasets from Bloomberg, FactSet, financial filings, and alternative data sources.

• Data Integrity: Ensure data accuracy by cross-referencing multiple sources and addressing inconsistencies.

• Trend Monitoring: Continuously track sector-specific trends, news, and financial reports to maintain updated investment views.

• Market Sentiment Analysis: Leverage news sentiment, options flow, and other indicators to gauge market positioning and sentiment.

• Quantitative Research: Apply statistical techniques and factor analysis to improve investment screening and selection.

Specific Skills, Qualifications and Attributes

• Advanced financial modelling and data manipulation skills

• Exceptional attention to detail with strong problem-solving capabilities

• Use of Artificial Intelligence tools

• Ability to excel in fast-paced environments

• Strong analytical skills and expertise in interpreting financial statements

• Experience handling and analyzing accurate financial reports

• Excellent communication skills and the ability to collaborate in a team

• Understanding of financial markets, products and market microstructure.

• Knowledge of risk assessment methods and portfolio management concepts

• Expertise in IFRS and GAAP financial reporting standards

• 1 - 2 years experience working in Finance 

• Bachelor's degree in Finance, Accounting, Economics, or a related field

• Professional certifications such as CFA , ICAN or ACCA  are an advantage