- Financial Analysis: Analyze financial data, performance metrics, and market trends to provide insights and recommendations for strategic decision-making. - Investor Relations: Act as the primary point of contact for the investor community, managing relationships, and ensuring timely and accurate communication of financial results and corporate developments. - Reporting: Prepare and deliver reports, presentations, and financial updates to the senior management team and investors. - Forecasting: Collaborate with various departments to develop financial forecasts, budget plans, and performance benchmarks. - Market Research: Monitor industry trends, competitive landscapes, and economic conditions to inform business strategy. - Risk Assessment: Identify and assess potential financial risks and recommend mitigation strategies. - Compliance: Ensure compliance with relevant regulatory requirements and stock exchange rules pertaining to investor relations. - Stakeholder Collaboration: Collaborate with marketing, legal, and accounting teams to provide necessary information for financial disclosures and investor meetings. - Data Analytics: Utilize data analysis tools and techniques to identify patterns, opportunities, and areas for improvement in the business. - Stay updated on global and Indian markets to provide a comprehensive house view on asset classes such as debt, equity, gold, and commodities. - Design and deliver Monthly Investment Strategy reports for client communication. - Develop asset allocation strategies and model portfolios tailored to client risk profiles. - Conduct in-depth analysis of investment products (MF, PMS, AIFs), including performance, ratios, portfolio composition, and peer comparison. - Conduct equity research on companies across various industries to identify investment opportunities. - Develop financial models to analyze business performance and forecast future growth. - Monitor portfolio companies' progress, identifying areas for improvement and implementing changes as needed. - Collaborate with other teams to develop comprehensive investment strategies. - Stay up-to-date with market trends and economic conditions to inform investment decisions. - 4+ years of experience in Equity Analysis or related field (Investment Analysis, Portfolio Management). - Strong understanding of finance, accounting, and economics principles. - Proficiency in building complex financial models using Excel or similar tools. - Ability to work independently with minimal supervision while maintaining high levels of accuracy.
1. Develop and implement operational policies and procedures to ensure consistent and efficient processes 2. Monitor and evaluate performance metrics to identify areas for improvement 3. Manage budgets and resources to ensure cost-effectiveness and profitability 4. Lead and motivate cross-functional teams to meet organizational goals and objectives 5. Collaborate with senior management to develop and implement strategic plans 6. Identify and implement process improvements to increase efficiency and productivity 7. Communicate with vendors for purchase bills and other logistical requirements. 8. Work closely with the sales team to understand and meet their strategic requirements. 9. Attend meetings with hotel representatives and vendors to ensure quality and reliability. 10. Plan and execute event logistics on-site. 11. Manage client interactions during event execution to ensure satisfaction. 12. Utilize CRM tools effectively to maintain records. 13. Display high levels of accountability and responsibility. 14. Open to feedback and willingness to learn 15. Work well with others, do what is needed to achieve a common goal. 16. Internal focus, desire and self drive to succeed or learn from past mistakes improve 17. Collect and analyze operational data to identify trends and areas for improvement 18. Prepare reports and presentations summarizing key performance indicators 19. Assist in making data-driven recommendations for process enhancements 20. Participate in the development and implementation of streamlined processes 21. Identify and propose solutions to operational challenges 22. Contribute to continuous improvement initiatives 23. Collaborate with various departments to ensure smooth communication and coordination 24. Support project teams in the implementation of new processes or initiatives 25. Foster a positive and collaborative working environment 26. English Domestic Average communication skills 27. Prepare and present daily MIS reports. 28. Conduct competition analysis to identify trends and improve event quality. 29. Resolve any operational issues that arise 30. Excellent time-management, problem-solving and decision-making skills 31. Strong financial and budgeting skills