Equity Research Analyst

Location:

Key Responsibilities

Industry & Company Research

·       Conduct fundamental analysis of companies within the liquor, beer, wine and spirits sectors.

·       Monitor industry trends, regulatory changes, consumer preferences and competitive dynamics.

·       Build and maintain industry databases tracking key metrics such as volume, pricing, market share, innovation, and distribution.

·       Analyse financial statements, industry trends, economic conditions, and regulatory developments to identify investment opportunities within the liquor and beverage sector.

Financial Analysis & Modelling

·       Conduct comprehensive financial analysis and build detailed models to forecast company performance and value beverage stocks.

·       Develop, maintain, and update financial models, including revenue forecasts, margin analysis, and valuations (DCF, comparable, precedent transactions).

·       Perform scenario and sensitivity analysis to assess investment risks and opportunities.

·       Evaluate M&A activity, capital allocation strategies, and competitive positioning.

Reporting & Recommendations

·       Produce timely research reports, investment theses and thematic notes with clear and actionable recommendations (buy, sell, hold).

·       Publish market commentary and sector insights based on research findings.

·       Provide regular updates on company earnings, industry developments and valuation changes.

Stakeholder Engagement

·       Participate in earnings calls, management meetings, and industry conferences.

·       Build relationships with company executives, industry experts, and buy-side clients.

·       Collaborate with internal sales, trading, and research teams to support client engagement.

·       Communicate research findings, investment ideas, and market updates effectively to institutional clients and portfolio managers.

Preferred Skills

Analytical Skills:

Communication Skills:

Technical Skills:

Financial Knowledge:

Experience:

Soft Skills:

Industry Knowledge:

Tools:

·       Adaptability:

Qualifications

·       Bachelor’s degree in Finance, Economics, Accounting, Business Administration or a related field is required.

·       Master’s degree (MBA) preferred, particularly with a focus on Finance or Investments.

·       Professional certifications such as CFA (Chartered Financial Analyst) or CAIA are highly desirable and considered a strong advantage.

·       2–5+ years of experience in equity research, investment banking, or corporate finance (experience in consumer goods or beverages sector a plus).

·       Strong financial modelling and valuation skills (DCF, comparable, precedent transactions).

·       Excellent analytical, writing, and communication skills.

·       Ability to synthesize complex information into clear, concise investment insights.

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