WHAT DOES A JUNIOR RESEARCH ANALYST DO?

Published: Jan 21, 2026 - The Junior Research Analyst supports data-driven projects by collecting, organizing, and interpreting information to help teams identify trends and inform strategic decisions. This role involves preparing concise reports, conducting market or industry analyses, and using analytical tools to evaluate the accuracy and relevance of research findings. The individual also collaborates with senior researchers, contributes to project documentation, and ensures that research outputs meet quality and deadline requirements.

A Review of Professional Skills and Functions for Junior Research Analyst

1. Junior Research Analyst Responsibilities

  • Data Processing: Process financial or non-financial data based on the assigned process and apply it accurately to the database using technical and financial knowledge.
  • Data Validation: Collect, standardize, and validate data from various documents.
  • Target Delivery: Deliver outcomes aligned with individual and team targets while maintaining quality and completion standards.
  • Process Compliance: Work within defined parameters and under supervision to meet quality and performance expectations.
  • Stakeholder Coordination: Coordinate with stakeholders to understand and develop content.
  • Industry Knowledge: Stay updated on content sets and expand industry knowledge by tracking trends and reporting standards.
  • Team Training: Train future batches involved in the ESG data set.
  • Process Improvement: Provide input and ideas for new data collection methods and product improvements related to covered content sets.
  • Issue Resolution: Troubleshoot issues and provide support to the team.

2. Junior Research Analyst Accountabilities

  • Investment Research: Establish and develop a unit trust investment research capability.
  • Research Publishing: Produce periodic data-driven research write-ups for B2C and B2B publication.
  • Investment Leadership: Lead and participate in the investment committee to determine investment direction based on research insights.
  • Strategy Development: Define investment strategy recommendations supported by proprietary analysis.
  • Portfolio Management: Manage company and client investment portfolios.
  • Portfolio Rebalancing: Conduct periodic portfolio reviews and perform rebalancing with clients.
  • Investment Advisory: Provide need-based advisory solutions on unit trusts, fixed income, and structured products.
  • Market Updates: Support B2C and B2B channels with regular product and market updates.
  • Sales Coaching: Coach and support sales managers with market information, product knowledge, and investment sales techniques.
  • Client Presentations: Conduct client seminars and deliver presentations to targeted groups.

3. Junior Research Analyst Functions

  • Investment Analysis: Analyze potential investments across corporate, government, and municipal bonds, structured products, and other asset classes.
  • Market Analysis: Examine overall market behavior and macroeconomic data.
  • Financial Analysis: Analyze company financial information, including profit and loss statements, balance sheets, and cash flow statements.
  • Value Assessment: Assess the company's positioning and ability to deliver value for investors.
  • Product Tracking: Track market developments and newly launched investment products.
  • Market Monitoring: Monitor factors that may impact financial markets and asset performance.
  • Due Diligence: Conduct due diligence on companies and industries using financial statements and market data.
  • News Monitoring: Monitor financial news through reliable media sources.
  • Research Reporting: Draft internal research reports based on market and company analysis.
  • Investment Support: Provide fund managers with research summaries, investment ideas, and key market events.
  • Financial Modeling: Build reusable analytical financial models to improve and automate research processes.

4. Junior Research Analyst Overview

  • Talent Mapping: Map candidate pools across relevant companies and industries.
  • Candidate Sourcing: Source candidates through recommendations, online research, and other channels.
  • Candidate Outreach: Initiate candidate outreach via telephone and direct communication.
  • Profile Screening: Screen candidate profiles against role requirements.
  • Candidate Interviewing: Conduct structured candidate interviews.
  • Relationship Management: Build and maintain long-term relationships with industry candidates.
  • Market Analysis: Compile market and talent analyses.
  • Administrative Management: Manage administrative tasks and assignment logistics.

5. Junior Research Analyst Details and Accountabilities

  • Analytical Support: Provide analytical support on multiple topics.
  • Report Development: Write detailed Capability Analysis Study Plans and Capability Analysis Reports, and coordinate case study working groups.
  • Process Evaluation: Review, analyze, and evaluate processes and information to assess risks related to transportation assets.
  • Stakeholder Collaboration: Collaborate closely with government and subject matter experts to develop analytical products.
  • Documentation Management: Provide scheduling and coordination support, and manage documentation, including agendas, schedules, presentation decks, and meeting minutes for the working group.
  • Meeting Participation: Participate in work group meetings and other events that support the defined mission capabilities needs process.
  • Risk Assessment: Conduct risk assessments and identify appropriate risk mitigation strategies.
  • Critical Analysis: Perform critical analysis on various topics and data sets, draw conclusions, and deliver results and recommendations.
  • Data Reporting: Respond to daily, monthly, quarterly, and annual data calls.
Relevant Information
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