ValueAdd - Team Lead - Equity Research Analyst (5-8 yrs)

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 buyside 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. Value Add 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?

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 a 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 domestic 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.