Equity Research Analyst

• Analysing companies: Preparing financial models, analysing companies, and valuing them
• Tracking events: Monitoring global markets, including equity markets, and analysing their effects on local stock markets
• Tracking stock movements: Tracking daily and monthly stock movements, and analysing reasons for them
• Tracking news: Keeping up with daily news, including political announcements, company announcements, and cabinet decisions
• Building Screeners: Developing Screeners to identify potential stocks for further research
• Automation: Strong understanding of the latest tools to automate the stock screening and research process
• Research reports: Writing reports on stock analysis, Industry analysis and stock markets
• Product Notes: Writing a detailed Product Note with all information including data to support the strategy
• Systems: Good understanding of the Trading Systems and trade execution process to limit latency and slippages
• Collecting data from various sources, such as financial reports, public databases, and surveys
• Analysing data using statistical tools and analytical methods
• Identifying trends, patterns, and insights
• Preparing presentations to summarize findings and analysis
• Providing insights to support decision-making processes
• Managing research project
• Investment Management:
• Oversee the development and implementation of investment strategies and asset allocation models.
• Monitor market trends and economic indicators to make informed investment decisions.
• Ensure adherence to the firm’s investment policies and risk management guidelines.
• Compliance and Risk Management:
• Ensure the firm’s practices comply with SEBI regulations and other relevant legal requirements.
• Conduct periodic audits and reviews to maintain high standards of regulatory compliance.
• Implement and monitor internal controls to manage and mitigate risks effectively.

Qualifications:

• Bachelor’s degree in finance, economics, business administration, or a related field; advanced degrees (MBA, CFA, CFP) preferred.
• Ability to consume, distill large quantities of information and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc.
• Relevant experience in mathematics, statistics, computer science, or finance preferred
• NISM Series XV and Series X A&B certification
• Minimum of 2-5 years of experience in stock analysis and selection
• Deep knowledge of SEBI regulations and compliance requirements.
• Proven ability to develop and execute strategic initiatives.
• High ethical standards and a commitment to acting in clients' best interests.