Job Title

Experience: 5 to 8 yearsCTC: 25 to 30 LPALocation: Andheri West, MumbaiRequired Industry: Financial ServicesMain Purpose: The Equity Research Analyst – Buy Side is responsible for identifying new investment opportunities and trends through comprehensive research and financial analysis. The role involves developing detailed financial models, presenting investment ideas to the Fund Manager, and staying abreast of market news and company reports. The analyst will collaborate closely with the Fund Manager and Portfolio Analyst to ensure informed investment decisions.Skills:Strong understanding of financial markets, investment strategies, and valuation techniques.Proficient in financial modelling and analysis, with advanced Excel skills.Excellent research, analytical, and problem-solving abilities.Strong communication and presentation skills, with the ability to convey complex information clearly.Ability to work independently and as part of a collaborative team.Roles and Responsibilities:Identify New Investment Ideas and TrendsAnalyze 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.Conduct Research and Financial ModellingPerform 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.Present Investment Ideas for Decision MakingPrepare 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.Stay Updated on Market News and Company ReportsContinuously 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.Collaborate with Fund Manager and Portfolio AnalystWork 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.