Equity Analyst

Preferred candidate profile

• Graduate in Commerce /B.COM/M.COM/CA/CFA/MBA (Finance)
• Relevant experience of 3 to 8 years in Equity Markets. Experience in PMS will have an edge.
• Knowledge of databases like Bloomberg, Reuter etc.
• Location : Kolkata

Roles and Responsibilities

• Strong ethics and integrity.
• Building financial models, building & maintaining databases, preparing initiation note, quarterly result update note and event update note.
• Interpretation of Balance sheet, Profit and Loss statements
• Researching Indian and International companies across sectors.
• Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology and looking at return metrics before investing in a company.
• Deep industry research capability across sectors like banking, financial services, pharma, consumer, IT and technology.
• Maintaining DCF models for each company, updating them each quarter. Working independently to form a view on a company and deliver models.
• Good understanding of Accounting policies, Tax policies, and ability to project balance sheet, profit and loss numbers for a company.
• Writing Notes for IPO, quarterly earnings.
• Creating Power point presentations for pitching a company to client.
• Learning data extraction software used for equity research and mutual fund research. Providing data and charts, as and when needed by management.