Wednesday, October 29, 2025
RF Bank & Trust

Investment Analyst

Posted: Oct 13, 2025
mid

Job Description

Since its inception in 1997, RF Group has been committed to helping clients create and manage wealth. We are your local private bank connecting Bahamians with the best in local and international investments.The Investment Analyst is responsible for conducting detailed research and analysis of securities, including stocks, bonds, and other investment instruments. The analyst provides insightful recommendations to support the investment strategies and decision-making processes of our clients. This role requires a high level of analytical skill, attention to detail, and a deep understanding of financial markets.Main Duties and Responsibilities: Conduct thorough research and analysis of securities, including qualitative and quantitative assessment Monitor and evaluate market trends, economic conditions, and industry developments to inform investment decisions Prepare detailed financial models, forecasts, and valuations for various securities Provide clear and concise investment recommendations and reports to portfolio managers and clients Collaborate with the investment team to develop and implement effective investment strategies Stay informed about current financial news and regulatory changes affecting the securities market Assist in the preparation of client presentations and investment proposals Maintain comprehensive documentation of research findings, analysis, and recommendations Support the development and maintenance of investment databases and tools Other duties as assigned Requirements / Qualifications: Bachelors degree in Finance, Economics, Accounting or related field CFA Designation Series 7 qualification or equivalent an asset Minimum 3-5 years’ experience in securities analysis or related field Strong analytical and quantitative skills, with proficiency in financial modeling and data analysis Ability to manage multiple priorities/excellent organizational skills Strong interpersonal, problem solving and customer service skills Excellent written and verbal communication skills, with the ability to present complex information clearly Proficient in financial software and tools (i.e. Bloomberg, Reuters, Microsoft Excel) A competitive compensation package will commensurate with relevant experience and qualifications. RF Bank & Trust (Bahamas) Limited appreciates your interest. However, only those applications shortlisted will be contacted. Internal Candidates are given preferential consideration for all vacant positions.Apply Today: https://rf.bamboohr.com/careers/127

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