Credit Analyst

JOB DESCRIPTION
Role Title Credit Research Analyst
Company Axis Pension Fund Management Limited
Function/ Department Central Functions/ Investments
Grade
Location Mumbai Corporate Office
Key Skills Financial Analysis, Financial Research, Valuations, Financial Modelling, Credit Analysis.
1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job)
. Credit Research
. Managing & updating credits under coverage, to write detailed research reports which can help in taking
investments decisions.
. Creating & updating models/spreadsheets in connections with valuation & research forecasts.
. Gathering data relevant to the sector around pricings, promotions etc.
. Compiling historical data in respect of companies from publicly available sources & making forecasts based on the
information available & sensibly inferred.
. Updating & maintaining databases to track relevant financial, economic & other indicators which may be relevant
to the sector and/or stocks under coverage.
. Providing adhoc analysis as may be required by the Investment team.
. Monitoring relevant market news & summarizing as well as assessing impact on the sector or coverage universe.
. Assisting with the preparation & development of research reports for new Credits to be added to investment
universe.
. Preferred candidates should have exposure to Financial as non Financial service companies
. Essentials Skills / Basic Qualifications:
. Strong understanding of financial terms, valuations, balance sheets etc.
. Proficient in building financial models, MS Excel, MS Office applications
. MBA / CFA or CA with prior ~3+ years’ relevant experience in buy/sell side equity research.
2.SKILLS AND KNOWLEDGE
(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this
job and not the incumbent)
Educational Qualifications
a) Qualifications
. CFA / MBA / CA
b) Work Experience
. ~3+ years of relevant experience in Insurance / Mutual fund / Bank / Pension fund/Sell side company
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