Equity Research Analyst For Wealth Management @BKC

JD for Equity Research Analyst for Wealth Management

Desired Candidate Profile

• CA/CFA/MBA
• Relevant experience of 2 to 3 years in PMS/Broking. Experience in PMS will have an edge.
• Knowledge of databases like Bloomberg, Reuter etc.

Job Summary :

• Assisting the lead analyst/in building financial models, building & maintaining databases, preparing initiation note, quarterly result update note and event update note
• Assisting the lead analyst in meeting corporate, doing channel checks.
• Interpretation of Balance sheet, Profit and Loss statements
• Ability to carry out Ratio Analysis and Regression analysis
• Analyzing companies in the sector and to aid in preparing research reports with maximum Impact.
• Track the companies across sector.
• Analyzing and synthesizing research findings to develop valuable insights and strategic recommendations for clients.
• Recommending stock ideas backed up by sound, reliable and logical research.
• Build and update financial models of PMS companies.
• Detailed review of financial statements, estimates and projections.
• Write in detail initiating coverage report, reflecting in-depth understanding of the company.
• Write quarterly reports covering quarterly results.
• Company updates on a monthly basis covering major developments during the month.
• Developing in-depth valuation models for stocks which includes building and forecasting revenue and cost drivers, carrying out industry research, valuation using various techniques, scenarios analysis etc.
• Interacting on a regular basis with the Sales/Dealing/Advisory team members to recommend stock views to clients.
• Support the sales team in terms of morning calls, weekly calls, & portfolio review of actual client portfolio, periodic presentation to sales for organizational business enhancement.

Skills and Experience:

- Candidate should have good analytical capabilities

- Strong Accounting and Financial skills

- Advanced level of Excel knowledge and PowerPoint Presentation

- Familiarity with research software like Capital-line, Bloomberg, Reuters, etc

- Excellent communication, Relationship management and Networking skills

- Ability to work in a self-managed, entrepreneurial environment and should be a good team player

interested candidates can share CV on smitakhatu@systematixgroup.in