Equity Research Analyst (Buy Side), 5 to 7 years in Mumbai

Position: Equity Research Analyst (Buy Side)
Qualification: CA,CFA
Experience: 5 to 7 years
Location: Mumbai

Roles and Responsibilities

1. Identify New Investment Ideas and Trends
 Analyze global and regional market trends to identify emerging investment opportunities.
 Monitor industry developments, technological advancements, and economic indicators to uncover potential investment targets.
 Conduct competitive analysis and benchmarking to evaluate companies within various sectors.
 Generate investment ideas that align with the firm’s investment strategy and risk appetite.

2. Conduct Research and Financial Modelling
 Perform in-depth fundamental research on potential investment opportunities, including equities, fixed income, and alternative assets.
 Develop and maintain detailed financial models to forecast company performance, including income statements, balance sheets, and cash flow analysis.
 Conduct valuation analysis using various methodologies such as
DCF, comparable company analysis, and precedent transactions.
 Evaluate the financial health, management quality, and strategic positioning of companies.

3. Present Investment Ideas for Decision Making
 Prepare and present comprehensive research reports and investment recommendations to the Fund Manager and investment committee.
 Support the decision-making process by providing data-driven insights and analysis.
 Engage in discussions with the investment team to refine investment strategies and ensure alignment with overall portfolio objectives.
 Track the performance of recommended investments and provide updates as necessary.

4. Stay Updated on Market News and Company Reports
 Continuously monitor and interpret market news, earnings reports, and economic data to assess their impact on existing and potential investments.
 Maintain up-to-date knowledge of regulatory changes, industry developments, and geopolitical events that could influence investment strategies.
 Review and analyze quarterly and annual reports, SEC filings, and other company disclosures.
 Attend industry conferences, earnings calls, and meetings with company management as needed.

5. Collaborate with Fund Manager and Portfolio Analyst
 Work closely with the Fund Manager to align research efforts with the firm’s investment strategy.
 Collaborate with the Portfolio Analyst to ensure accurate and timely integration of research insights into portfolio construction.
 Assist in the ongoing monitoring and evaluation of portfolio holdings, providing insights on potential risks and opportunities.
 Participate in team meetings and contribute to the overall investment decision-making process.