Reference 260003OK

Responsibilities

Bernstein Societe Generale Group is the Joint Venture (JV) established between Societe Generale (SG) and Alliance Bernstein to provide high quality independent research in equity and cash equity execution services.

Bernstein Autonomous LLP (BA LLP) is the UK Operating Company and employing entity for the JV.

BA LLP is a trusted partner to external clients (institutional, global asset managers and leading, global corporates) in equity market activities, offering cross-expertise in Research, Sales, Trading and Corporate & Investor Access.

Our objective is to bring flexible and innovative equity solutions adapted to our clients' investment strategies and to current market conditions.

With a global presence around the world, our cash equities business offers 24 hours service.


Our value proposition:
A singular focus on clients and enhancing client investment outcomes for clients in cash equities
An integrated and global cash equities platform
A world-class, renowned investment research product on individual public companies and industries that is also global and thematic
Research Analysts who are often experts in their field, having worked in the industry or consulted to it and capable of bringing first-hand industry insights to the investment analysis
In-depth, original, fundamental research and analysis that seeks to help our clients make better investment decisions in cash equities
A highly well-informed and experienced salesforce that encompasses generalists and specialists and caters to a range of client investing styles
A highly experienced and technically skilled trading team that offers best execution to clients always
A highly experienced Corporate and Investor Access team that facilitates meetings and events between institutional clients and covered companies as well as bespoke sessions and larger conferences


Responsible for:
Research & Analysis on Japan Financials stocks
Preparation of written documents to communicate the findings to clients

Marketing:
presentations and meetings with internal and external clients


Research product responsibilities :
Collect relevant public information and data, ensuring it comes from reliable sources
Participate in industry events, when necessary
Have direct reports participate in industry events, when necessary
Investigate key information and key data points, through checks and discussions
Build econometric and / or financial models, describing relevant parts of the business environment and allowing for forecasts; ensure the modelisation process and outcome is to the highest professional standards
Update the models whenever necessary, and improve or replace them when appropriate
Supervise the collection of data by direct reports, and the building and use of models, ensuring reliability through the verification of sample data, and other means
Develop innovative and value-adding approaches, both for collecting data and for analysing it, in order to provide clients with input that adds value to their thought process
Subject any finding and any forecast to critical analysis
Based on the research and analysis work, prepare and publish, regularly and whenever necessary, documents that update clients on developments on the subject covered, and that highlight key points
Supervise the production of documents by direct reports
Strictly respect all internal rules and all external regulations relating to the research production process

Make sure to take into account findings of Research teams that are "upstream" (e.g., Economists for Equity analysts), and to fully leverage the findings of teams that are "peer" (e.g.

, Credit analysts for Equity analysts), developing whenever possible BA LLP Global Research' specific Cross Asset franchise
Answer clients' bespoke requests, within the framework set by Compliance for bespoke research activity, and in line with the overall marketing approach (pls see below)
Supervise your direct reports on them answering bespoke requests


Research marketing responsibilities:
Based on the priorities defined in the marketing approach, communicate the published findings to internal and external clients, through calls, messages, one-to-one meetings, video-conferences or conferences
Based on the priorities defined in the marketing approach, develop long term relationships with clients characterized by trust and professionalism; build, foster and cultivate client relationships in line with regulatory requirements
Based on the priorities defined in the marketing approach, initiate and develop new client relationships
Based on the priorities defined in the marketing approach, respond to client requests; analyse, investigate, research, manage and resolve queries received from clients
Based on the priorities defined in the marketing approach, on-board new clients when necessary
Ensure an active communication of published findings to internal clients, through chats, messages, calls, conferences; in particular, present ideas to the general sales desk, and participate in regional/ global sales meetings as directed
Ensure that all available feedback is captured electronically and available for further analysis, by knowing how to use CRM tools, and by effectively using them
Provide qualitative feedback to BL Management, whenever useful
Represent BA LLP in front of the general public and the press, subject to approval by Communications, and as directed by management

Conduct Responsibilities

Strictly adhere to all relevant internal rules and external regulations; strictly comply with operational and conduct risk requirements (e.g data leakage, security policies and regulatory requirements) In particular, ensure full adherence to the BA LLP Research responsibilities, as defined in the Research handbook and in regular training sessions
Take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory and statutory bodies, trading venues, etc that are applicable to the role and the business line
Protect BA LLP market share and reputation, through professionalism, discipline, rigor, and attention to risks
Make sure all research is produced according to BA LLP Research standards and methods, and to the highest standards of quality
Assist in the self identification of all conduct related issues. Ensure escalation to appropriate stakeholder or function whether internal or external.
Adhere to business line mandates relevant to the role as directed by your manager
Control costs; minimize unnecessary expenses related to travel, datafeeds, etc.


Other:
This description is intended to outline the main responsibilities for the role and is not an exhaustive list, responsibilities may vary from time to time as directed by your manager

Required

Profile required


Eligibility:
Relevant bachelor/master's degree holders in Finance
Experienced professionals may be considered as Senior Research Associates


About You:
Excellent knowledge in Japan Financials
Excellent knowledge of Financial Modeling
Good knowledge of relevant datafeeds regarding Japanese Financials
Ability to produce innovative ideas
Proficient in Excel / PowerPoint
Rigorous and curious
Strong communicator
Excellent organisational skills
Adaptability and Flexibility


Language Skills:

English:
Business level

Japanese:
Native level or Level 1 JLPT

Business insight


BUSINESS INSIGHT

Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia.

Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.

Research is our legacy and foundation. Our brand is defined by our Black books, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.

In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.

On April 1, 2024, Alliance Bernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business.

Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein's cash equities and research capabilities and Societe Generale's equity derivatives, prime services and equity capital markets offering.

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