Equity Research Assistant

Location - BHUBANESWAR, ODISHA

Title - EQUITY RESEARCH ASSOCIATE

CTC - 3-4 lacs (In Hand)

Company Description

GDFS Wealth is a part of GDFS Group, a Health to Wealth Conglomerate. The company has been operating since 2009 with ethics and knowledge as its guiding principles.

Role Description

This is a full-time on-site role for an Equity Research Assistant located in Bhubaneswar The Equity Research Associate will be responsible for several day-to-day tasks associated with the role such as conducting research, analyzing financial models, and making recommendations based on research findings. The role also involves providing support to clients on investment portfolios and financial planning.

Qualifications

• Strong analytical skills to carry out research and analysis effectively
• Excellent communication skills to work effectively with clients
• Experience with Financial Modeling skills
• Mastery in Finance concepts and Instruments
• Knowledge in Investments
• Good organizational and management skills
• Bachelor’s degree in Finance, Economics, or Business Administration
• CTA, ICMA or ACCA certification is a plus

The Role of an Equity Research Assistant – Job Description

• Being an equity research associate is pivotal as it involves providing information to business management, which is then used in making important investment decisions.
• Other duties undertaken by the equity research associate may involve direct client interactions. The investment researcher is responsible for explaining to customers why particular models are essential in implementing successful business portfolios.
• Research securities of target industries and companies to provide investment recommendations
• Collect and interpret company data to facilitate recommendations
• Develop and write research reports and publications to be presented to management or shareholders
• Financial modelling: input data into proprietary economic models to create charts, dashboards, and supporting material
• Maintain up-to-date knowledge of financial services industry happenings and current events
• Conduct primary research from industry sources
• MBAs are preferred, although candidates with a Bachelor’s Degree are also accepted.
• Finance, Accounting, Economics, or Statistics are preferred fields of study.
• Ability to communicate effectively and express complex ideas succinctly
• Ability to take the initiative and meet deadlines under minimal supervision
• Ability to work under pressure
• Industry experience in mining, manufacturing, technology, or transportation is an asset.
• Strong proficiency in MS Office, Excel, and Word is required