Plan coverage for assigned sectors, setting core and secondary names based on fund exposure, position size, liquidity, index weight, new issuance, results and event risk. Update models and views on core names regularly and move secondary names into core coverage when developments warrant it. Take part in the team’s weekly research cycle, including sector huddles, analysis days, publication and review. Keep the Universe of Stocks and Universe of Corporate Bonds up to date for assigned sectors, recommending additions, reviews and removals in line with the Investment Policy and Guidelines. Track results, rating actions, bond issues, regulatory changes, macroeconomic data and other developments that may affect the sectors covered.
Partner with internal departments and external stakeholders, including auditors, banks, tax advisors, and government authorities, on finance-related matters.