ValueAdd - Senior Equity Research Analyst - BFSI (5-10 yrs)

Sr.Equity research analyst - BFSI

COMPANY DESCRIPTION:

- ValueAdd Research and Analytics Solutions (ValueAdd) is a growing research and analytics solutions provider.

- We offer capital markets research, and business strategy and consulting research solutions to global clients including buy-side and sell-side firms, banks and financial institutions, corporations, consulting firms, and private equity & venture capital firms.

- Our capital markets research solutions include investment banking research, equity research, and fixed income and credit research.

- And, our business strategy & consulting research solutions include industry analysis, market research, competitor benchmarking, M&A research, due diligence, and primary market surveys.

- ValueAdd is one of the fastest growing companies in the research outsourcing space.

- We believe that our success is measured by client successes, while our competence is measured by the quality of team that runs the show.

- We Also Believe that capabilities of human assets virtually have no boundaries, provided it is nurtured in a favorable environment that offers a good combination of challenge, motivation, knowledge, freedom, trust, and fun.

- Needless to say, we are an equal opportunity employer.

Why ValueAdd?

- For more details log on to www.valueadd-research.com

Role Specifications:

- Position Sr. Equity Research Analyst

- Department Equity Research

- Location Mumbai Reporting Head of Research

Key Responsibilities:

Client management:

- Conduct accurate scoping of research assignments/projects

- Meet & surpass the client expectations

- Seek regular client feedback from stakeholders

- Incorporate the feedback & close the loop

- Effective escalation management

- Delivery-cum-relationship management

Delivery management:

- Meet & surpass the delivery client &/or ValueAdd benchmarks in terms of quality & timelines, whichever is tougher

- Successfully independently deliver variety of research assignments including equity modeling, initiation coverage notes, investment idea generation, industry research, research coverage maintenance, news & impact analysis, and M&A analysis

- Deliver and achieve 100% client satisfaction

Team management: (Only applicable for Team Leads)

- Timely and accurate 'Right Staffing' for all the requirements

- Conduct classroom and on-the-job training for team members

- Do regular mentoring & career development plans for team members

- Plan and execute recreational & team events/outings

Marketing, Business Development, Organization Development Support:

- Support on business proposals, Scope of Work documents, collaterals, and samples

- Effectively contribute on calls with clients and prospects as a 'Domain Expert'

- Contribute towards marketing & thought leadership content

- Assist in executing marketing & business development campaigns

- Execute/participate in other organizational development initiatives

Educational, Experience, and Skills Requirements:

- Post graduate/CFA/CA/MBA Finance & equivalent

- 5-8 years of institutional research experience in equity research, from global banks, wealth management firms, sell-side/buy-side firms, and KPOs

- Hands-on experience in delivering equity research notes/models, public and private company valuation (DCF, SOTP, RV), industry research, and M&A analysis

- Need sound financial/cash flow modeling skills, good analytical writing skills, idea generation capability, and specialization in multiple industries is desirable

- Strong written and verbal communication skills

- Strong quantitative and analytical skills

- Analytical, detail oriented, self-motivated

- Proven client management experience

- Hands-on experience on 3rd party databases is mandatory

Other Skills Requirement:

- Proven leadership & client management skills

- Strong team player

- Strong professional ethics and business etiquettes

- Preferably onshore experience is preferred