Trainee analyst – investment research

Closing on: Mar 30, 2027

Ambeon Securities, the equity brokerage arm of Ambeon Group, has built a strong track record of profitability and sustainable growth. This success is underpinned by a lean operational structure, robust risk management practices, and highly efficient processes. Our greatest asset is the deep expertise of our seasoned team, whose insights and commitment have enabled us to build enduring relationships with our valued clients. We maintain a strong presence across high-net-worth and institutional investor segments, while strategically expanding our footprint among retail investors. Our clients benefit from a highly skilled team that delivers research-driven investment insights and efficient trade execution, supported by over two decades of experience in the stockbroking industry. We are looking for a highly motivated, analytical, and detail-oriented individual to join our team as a Trainee Analyst – Investment Research. This is an opportunity for an aspiring individual to gain hands-on exposure to financial markets, company analysis, equity research, and macroeconomic trends, while supporting the preparation of insightful research and analysis to assist informed investment decisions.

Core responsibilities

  • Monitor market trends, macroeconomic developments, and regulatory changes while maintaining research databases and monthly economic updates.
  • Conduct fundamental research on listed companies and industry sectors using annual reports, CSE disclosures, and other reliable sources.
  • Assist in developing and updating financial models, conducting relative valuations, and applying DCF techniques under senior supervision.
  • Prepare stock briefing notes, rapid insight reports, and flash notes on CSE-listed companies.
  • Organize financial data, prepare analytical dashboards and charts, and maintain research templates with a high level of accuracy.
  • Track market news, earnings releases, corporate actions, and dividend disclosures while supporting senior analysts with research activities and special projects.

Qualifications, skills and experience

  • Bachelor’s degree in finance, accounting, or a capital market-related field.
  • Currently pursuing or partly completed professional qualifications (CFA, CIMA, ACCA, CA, or MBA) will be an added advantage.
  • Minimum 1 year of experience in equity research, stockbroking, or investment analysis is preferred.
  • Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
  • Excellent analytical, presentation, and written/verbal communication skills.
  • High accuracy, strong attention to detail, and the ability to work effectively both independently and collaboratively.

When applying

If you are looking forward to a challenging and rewarding career, please email your CV along with two non-related referees. Please mention the position applied for in the email subject.

Company: Ambeon Securities (Pvt) Ltd
Company email: [email protected]
Job Location: Colombo 8
Job Category: Banking / Insurance / FinTech
Job Type: Full Time

Apply now

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