Equity Research Analyst - Buy Side (5-8 yrs)

About the job:

Experience: 5 to 8 years

CTC: 25 to 30 LPA

Location: Andheri West, Mumbai

Required Industry: Financial Services

Main Purpose:

- The Equity Research Analyst - Buy Side is responsible for identifying new investment opportunities and trends through comprehensive research and financial analysis.

- The role involves developing detailed financial models, presenting investment ideas to the Fund Manager, and staying abreast of market news and company reports.

- The analyst will collaborate closely with the Fund Manager and Portfolio Analyst to ensure informed investment decisions.

Skills:

- Strong understanding of financial markets, investment strategies, and valuation techniques.

- Proficient in financial modelling and analysis, with advanced Excel skills.

- Excellent research, analytical, and problem-solving abilities.

- Strong communication and presentation skills, with the ability to convey complex information clearly.

- Ability to work independently and as part of a collaborative team.

Roles and Responsibilities:

- Identify New Investment Ideas and Trends

- Analyze global and regional market trends to identify emerging investment opportunities.

- Monitor industry developments, technological advancements, and economic indicators to uncover potential investment targets.

- Conduct competitive analysis and benchmarking to evaluate companies within various sectors.

- Generate investment ideas that align with the firm's investment strategy and risk appetite.

- Conduct Research and Financial Modelling

- Perform in-depth fundamental research on potential investment opportunities, including equities, fixed income, and alternative assets.

- Develop and maintain detailed financial models to forecast company performance, including income statements, balance sheets, and cash flow analysis.

- Conduct valuation analysis using various methodologies such as DCF, comparable company analysis, and precedent transactions.

- Evaluate the financial health, management quality, and strategic positioning of companies.

- Present Investment Ideas for Decision Making

- Prepare and present comprehensive research reports and investment recommendations to the Fund Manager and investment committee.

- Support the decision-making process by providing data-driven insights and analysis.

- Engage in discussions with the investment team to refine investment strategies and ensure alignment with overall portfolio objectives.

- Track the performance of recommended investments and provide updates as necessary.

- Stay Updated on Market News and Company Reports

- Continuously monitor and interpret market news, earnings reports, and economic data to assess their impact on existing and potential investments.

- Maintain up-to-date knowledge of regulatory changes, industry developments, and geopolitical events that could influence investment strategies.

- Review and analyze quarterly and annual reports, SEC filings, and other company disclosures.

- Attend industry conferences, earnings calls, and meetings with company management as needed.

- Collaborate with Fund Manager and Portfolio Analyst

- Work closely with the Fund Manager to align research efforts with the firm's investment strategy.

- Collaborate with the Portfolio Analyst to ensure accurate and timely integration of research insights into portfolio construction.

- Assist in the ongoing monitoring and evaluation of portfolio holdings, providing insights on potential risks and opportunities.

- Participate in team meetings and contribute to the overall investment decision-making process