Lead Analyst

KEY ROLES RESPONSIBILITIES

Support a global buy side credit research team

• Carry out fundamental analysis of companies by preparing and update credit models including peer analysis, relative value analysis and calculations of key credit quality determinants.
• Write credit memos/investment thesis for companies under coverage
• Preparing thematic presentations and industry decks, such as those highlighting key sector trends, emerging risks, or potential turnaround candidates
• The role requires regular surveillance of the assigned portfolio by proactively tracking the company events (including quarterly earnings, regulatory updates), peer group and other industry information sources
• Quickly develop understanding of the operating and financial metrics relevant for any new sector in coverage
• Engage with client teams proactively and independently. Suggest and discuss new ideas on improving research outcome and processes
• Establish and maintain consistent standards and processes in credit analysis
• Experience in distressed debt/recovery analysis/relative valuation of bonds will be an added advantage
• Use data sources such as Factset and Bloomberg

FUNCTIONAL BEHAVIOURAL KNOWLEDGE

• Very strong quantitative skills are essential given the job also requires managing and analyzing large amounts of data while building new models.
• Detail-oriented, with a keen interest in financial markets. Keen interest to take a deep-dive into Credit analysis.
• Able to work under pressure and tight deadlines
• Communication skills must be excellent in order to explain products and deliverables to Credit analysts
• Background in conducting credit analysis of corporates
• Should be capable of multi-tasking and handling projects with tight deadlines
• Ability to think and work independently

MINIMUM PREFERRED EDUCATION

• MBA (Finance) from reputed institute / CA / CPA is essential
• Progress towards CFA (US) would be preferred

MINIMUM PREFERRED EXPERIENCE / SKILLS

• Prior experience of minimum 5 years in credit research

LOCATION

• Mumbai