AM/Manager - Credit research

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.


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

https://youtu.be/zZuDhaQvLas?si=5QrQfWxZNGw6zUAH

ROLE SPECIFICATIONS:

Position :- Senior Research Analyst

Department :- Credit Research

Location :- Mumbai

Reporting :- Head of Credit 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.
• Successfully independently deliver a variety of research assignments including credit modelling across global IG, HY, Lev loans and distressed debt, initiation coverage notes, investment idea generation, industry research, research coverage maintenance, news & impact analysis, and bond and covenants analysis.
• Discuss investment ideas on client calls as well.
• Deliver and achieve 100% client satisfaction

Team management:

• Right Staffing, for all the requirements.
• Lead the team to deliver high quality research to clients.
• Upskill the team members to make them independent for client delivery.
• 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.
• Execute/participate in other organizational development initiatives

Educational, experience, and skills requirements:

• Postgraduate/CFA/CA/MBA Finance & equivalent.
• 8+years’ experience in credit research with global banks, rating agencies, wealth management firms, sell-side/buy-side firms, and KPOs.
• Sound financial/cash flow modelling 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 requirements:

• Proven leadership, team management & client management experience.
• Strong team player, Strong professional ethics and business etiquette
• Preferably, onshore experience is preferred.