Equity Research Analyst

Skills:

Company Overview

Job Overview

Qualifications And Skills

• Proven experience in equity analysis, with the ability to research and interpret complex financial data comprehensively.
• Proficiency in financial modeling to forecast company performance based on market trends and economic data.
• Strong report writing skills for drafting detailed financial reports that assist stakeholders in making informed decisions.
• Expertise in valuation techniques to accurately assess the value of companies and potential investment opportunities.
• Solid background in fundamental analysis, enabling an in-depth evaluation of a company's financial health and growth potential.
• Advanced Excel skills for analyzing datasets, creating financial models, and visualizing data efficiently.
• Competence in quantitative analysis, using statistical methods to derive insights that drive investment strategies.
• Experience in portfolio management to optimize investment portfolios aiming for maximum return and minimum risk.
  

Roles And Responsibilities

• Conduct thorough research and analysis of financial market trends, company reports, and economic data to inform investment strategies.
• Develop comprehensive equity research reports and present findings to support decision-making processes within the firm.
• Utilize financial models to forecast potential investment outcomes and value propositions to guide business strategies.
• Conduct fundamental analysis on companies to assess their financial health and potential for growth and profitability.
• Collaborate with portfolio managers to recommend and implement strategies that align with investment goals and risk tolerance.
• Track and evaluate investment portfolios, ensuring alignment with targeted financial objectives and market performance.
• Communicate effectively with clients to provide updates on market performance and respond to inquiries promptly.
• Stay informed about the latest developments in the financial industry to maintain and enhance research methodologies.
  

Requirements-

• MBA (Finance), CFA, CA, or equivalent qualifications in finance and investment.
• Minimum 2 - 5 years in fund management, portfolio management, private equity, or broking.
• Strong understanding of Indian capital markets, equity research, and investment strategies.
• Excellent ability to analyse financial statements, economic trends, and stock market movements.
• Familiarity with SEBI AIF regulations and compliance requirements.
• Strong relationships with investors, financial institutions, and industry experts