Research Analyst / Research Assistant (Finance)

Role overview

Research Analyst responsibilities

• Collect, analyze, and interpret financial and economic data to identify market trends and evaluate financial performance.
• Review financial statements, monitor market developments, analyze industry information, and prepare reports with findings and recommendations.
• Organize datasets, compare financial indicators, evaluate economic factors, and identify patterns affecting business performance or investment decisions.
• Conduct company and sector research, maintain financial models, prepare charts and presentations, and summarize information for stakeholders.
• Validate data accuracy, assess relevant financial risks, and provide evidence-based insights.

Research Assistant responsibilities

• Gather financial statements, research companies and industries, compile economic indicators, and maintain research databases.
• Assist with spreadsheets, financial data entry, report formatting, and verification of information from reliable sources.
• Track market developments, summarize financial news, update research materials, organize supporting documents, and assist with basic calculations.
• Help keep research information accurate, properly documented, and available for analysis and reporting.

Qualifications

• A degree or diploma in Finance, Economics, Accounting, Business Administration, or a related discipline.
• Strong understanding of financial concepts, economic indicators, market fundamentals, and research methodologies.
• Ability to collect, organize, verify, and interpret financial and economic data; familiarity with financial statements, company analysis, industry research, and reporting.
• Proficiency in Microsoft Excel, Word, and PowerPoint; financial modeling, data visualization, or statistical analysis tools are advantageous.
• Ability to conduct structured research, evaluate information sources, and clearly summarize findings.
• Strong numerical, analytical, and critical-thinking skills; accuracy, attention to detail, and effective written and verbal communication.
• Ability to manage research documentation and multiple tasks, meet reporting deadlines, and uphold confidentiality, research integrity, and professional documentation standards.
• A proactive attitude, intellectual curiosity, and commitment to continuous learning and analytical development.