Senior Analyst

About Us: SG Analytics (SGA), a Global Insights and Analytics company, focuses on ESG, Data Analytics, and Investment & Market research services. The company has a presence in New York, San Francisco, Austin, Seattle, Toronto, London, Zurich, Pune, Bengaluru, and Hyderabad and growing consistently for the last few years.  SGA is a Great Place To Work (GPTW) certified company, and with its thriving work environment shaped by a growth mindset, abundant learning, and a meritocracy-driven culture, SG Analytics has also been awarded regional best employer in 2016, 2018 and 2020.

Role: Senior Research Analyst - Investment Research Purpose: Drive the existing engagement with a private Banking client. Work closely with the team and ensure high-quality output. Responsibilities:

• Tracking multiple stocks/sectors assigned by the client/in-house project manager 
• Writing initiation, earnings and event notes on assigned companies
• Identifying ongoing themes and forming informed opinions and views 
• Should be able to arrive at fair value of the companies using relevant valuation methodology 
• Working closely with an in-house team comprising associates, analysts, Leads, etc, on various ad-hoc tasks, which could vary from data gathering, preparing reports independently (sector, thematic, result updates), deep-dive secondary research to populate industry/company presentations, etc.  
• Should be able to guide and mentor a team of juniors
• Ensure that the tasks assigned are completed within the deadline and ensure a top-quality output with a thoroughly conducted, self-driven quality-check process  
• Maintain flexibility to learn new techniques and functionalities and gain exposure to various types of assignments 
• Contributing to SGA knowledge creation and ad hoc assignments. 
• Working knowledge of databases like Bloomberg, Refinitiv, FactSet

Expertise & Skills:

• Minimum 4+ years of experience in Equity research engagements and should have MBA/CFA/CA 
• Extensive experience in working on equity research assignments such as initiations, earnings notes, valuations, etc  in a sector-agnostic role
• Should be adept in building financial models from scratch
• Experienced in interacting directly with clients (call and e-mail, both), exchanging ideas and expressing opinions and conveying those thoughts in an easy-to-understand manner
• Excellent verbal and written communication skills and ability to independently handle clients
• Basic knowledge of databases such as Bloomberg, Refinitiv, FactSet, etc
• Strong team player and willingness to learn