314 Equity Research Jobs - Page 11

AlphaSense is seeking multiple skilled transcript editors to join our team and contribute to the seamless conversion of recorded events (interviews, webcasts, phone calls, etc.), into accurate and organized transcripts for use by AlphaSense s clients. The ideal candidate will possess exceptional listening skills, solid English grammar skills, the ability to work quickly and efficiently while delivering a high quality product, and strong attention to detail. The role principally entails editing transcripts to match audio files verbatim, correctly identifying speaker names, product names, and numbers, as well as correcting grammar and punctuation, all within tight turnaround times. Roles Responsibilities: Review, edit, and proofread transcripts for accuracy, clarity, and adherence to company standards and format. Identify and correct errors, including grammar, punctuation, spelling, formatting issues, and speaker and product identification. Ensure transcripts are contextually accurate and reflect industry-specific terminology when applicable, using in house custom dictionaries, or independent internet searches as required. Organize, format, and deliver transcripts in the required format and within set deadlines. Maintain confidentiality and handle sensitive content with discretion. Maintain steady focus to achieve best possible turnaround times. Candidate Requirements The ideal candidate will have proven experience in transcription, editing, or a related field. Strong listening skills and the ability to understand different accents, and audio qualities. Excellent command of the English language, including grammar, syntax, and punctuation. Attention to detail and the ability to produce error-free work. Proficiency in using text editing and document formatting software (e.g., Microsoft Word, Google Docs). Proficiency with other tools such as instant messaging applications, Excel, email, etc. Ability to work under tight deadlines and manage multiple editing projects at once. Familiarity with AI transcription tools would be a plus. Broad financial literacy and a general understanding of financial market concepts would be a plus. Knowledge of specific industries and companies (e.g., finance, tech, medical, biotech) and their terminologies would be a plus. Preferred Skills: Experience with transcription and/or editing calls, webcasts, or medical reports on a short timeline. Experience with CKEditor or other editing software would be a plus but is not required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works Recruiting scams and fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ email address. If you re unsure about a job posting or recruiter, verify it on our .

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works Recruiting scams and fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ email address. If you re unsure about a job posting or recruiter, verify it on our .

About The Role : Provide consistent financial support to Business Partners in CCG Operations by creating and analyzing financial information and business trends. Develop reconciliations, financial reports, variance explanations, and product sizing.Support management reporting related to financial performance on a monthly, quarterly, and annual basis.Prepare the Plan of Record (POR) in partnership with Operations. Provide explanations for cycle-on-cycle changes and business insights to influence the decision-making process and direction of various business leaders, including the General Manager, Business Operations, and project leads.Prepare monthly Close in partnership with Operations, providing variance analysis and data-driven insights to improve predictability and accuracy.Review and drive approval of Purchasing Requisitions in partnership with Operations and the Finance Controller.Participate in IP Investment-wide initiatives, such as business process standardization and automation, as needed. Qualifications A successful candidate will have proven experience demonstrating the following skills and behavioral traits: Financial Analysis: Accurately compiles, validates, and interprets data using standard enterprise financial systems and business acumen. Utilizes financial data to inform strategic decisions and business strategy. Excellent Communication Skills: Effectively communicates financial data and concepts to a wide range of stakeholders, including Finance and Operations peers and Senior management. This includes both written and verbal communication. Strong Business Partnership and Teamwork :Builds relationships of trust with stakeholders and delivers on commitments. Able to effectively work in a team to achieve business objectives. Problem Solving: Identifies problems, determines root causes, and quickly develops and implements quality solutions.Action Orientation:Independently pursues work with energy and a bias for action while maintaining focus on results. Recognizes opportunities and leads initiatives to drive improvements. Minimum Qualifications BA in Economics, Finance, Business Administration or similar field. MBA is an advantage. 2+ years of experience in Financial Analysis, Budgeting and Planning, forecasting and business modelling. Advanced knowledge of MSFT Excel and PowerPoint Preferred Qualifications Experience with Power BI or any data visualization or analytics tools Passion and knowledge for driving process improvements, automation, standardization, and business process management (BPM). Inside this Business Group As members of the Finance team, employees act as full partners in making and supporting business decisions that are aimed at maximizing shareholder value. Intel Finance has a strong focus on facilitating change and improvement both within finance and in the operations supported.

Analyzing industry data, producing research reports, exploring trends, and conducting meetings with company management. It includes on-site visits, roadshows, and client collaboration to present insights, investment ideas, and performance updates.

Job Description : 1. Identify New Investment Ideas and Trends Analyze global and regional market trends to identify emerging investment opportunities. Monitor industry developments, technological advancements, and economic indicators to uncover potential investment targets. Conduct competitive analysis and benchmarking to evaluate companies within various sectors. Generate investment ideas that align with the firms investment strategy and risk appetite. 2. Conduct Research and Financial Modelling Perform in-depth fundamental research on potential investment opportunities, including equities, fixed income, and alternative assets. Develop and maintain detailed financial models to forecast company performance, including income statements, balance sheets, and cash flow analysis. Conduct valuation analysis using various methodologies such as DCF, comparable company analysis, and precedent transactions. Evaluate the financial health, management quality, and strategic positioning of companies. 3. Present Investment Ideas for Decision Making Prepare and present comprehensive research reports and investment recommendations to the Fund Manager and investment committee. Support the decision-making process by providing data-driven insights and analysis. Engage in discussions with the investment team to refine investment strategies and ensure alignment with overall portfolio objectives. Track the performance of recommended investments and provide updates as necessary. 4. Stay Updated on Market News and Company Reports Continuously monitor and interpret market news, earnings reports, and economic data to assess their impact on existing and potential investments. Maintain up-to-date knowledge of regulatory changes, industry developments, and geopolitical events that could influence investment strategies. Review and analyze quarterly and annual reports, SEC filings, and other company disclosures. Attend industry conferences, earnings calls, and meetings with company management as needed. 5. Collaborate with Fund Manager and Portfolio Analys Work closely with the Fund Manager to align research efforts with the firms investment strategy. Collaborate with the Portfolio Analyst to ensure accurate and timely integration of research insights into portfolio construction. Assist in the ongoing monitoring and evaluation of portfolio holdings, providing insights on potential risks and opportunities. Participate in team meetings and contribute to the overall investment decision-making process.

Deliver daily, weekly, and customized sector-wise market commentaries to provide actionable insights for the Asia Specialist Sales Team. Support earnings activities and provide summaries of ad-hoc research access calls. Develop scorecards for the Global Cash Equity Sales Franchise to evaluate performance, identify payments, and track engagement across platforms. Enhance efficiency by automating manual processes and facilitating dashboard solutions through collaboration with various teams and leveraging firm-wide automation tools. Analyze Broker Votes and interaction touchpoints to uncover opportunities for strengthening client relationships. Assist senior salespeople in the day-to-day coverage of published JPMorgan Research ideas. Practice strong intellectual curiosity, enjoy building relationships, have a general understanding of markets and geopolitics, and maintain an extremely high degree of attention to detail. Maintain a sense of urgency with a strong focus on organization, which is critical. Required qualifications, capabilities, and skills Minimum of 2 years of professional experience Familiarity with, and interest in, global markets Bachelor s degree in Economics, Business, Accounting or related field Effective communicator, comfortable with a senior audience, with the ability to synthesize complex problems into concise conclusions Excellent time management, organizational, and planning skills, with the ability to manage multiple priorities and ensure follow-up coordination Preferred qualifications, capabilities, and skills Proficiency in Microsoft Excel, PowerPoint, and Word, with Excel VBA/Python coding expertise preferred

Job Purpose "This position is open with Bajaj finance limited" Duties and Responsibilities An effective communicator with the ability to coordinate with internal & external stakeholders & relate to people at all levels of business and management. -Assessing loan applications for credit appraisal which includes financial analysis to understand the solvency, liquidity position and credit worthiness of individual and corporate customers. -Assess income and various obligation ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance during the loan tenure. -Calculating eligibility basis portfolio as per BFL policy and doing risk check of customers. -In dept knowledge of Capital Market and daily monitoring of stocks impacting BFL LAS exposure. -Preparation of detailed Credit Approval Memo for high value cases and getting it approved from respective approving authorities basis BFL defined approval matrix. -Adhering to all regulatory and statutory compliances & implementing operational risk controls related to LAS transactions ensuring fair sanctions to corporates and non-corporates and timely processing of cases in given TAT. -Monitoring the portfolio behaviour of LAS Portfolio and identify the early sign of stress in the portfolio and highlight it to the reporting manager. -Policy preparation/review /updation at regular intervals -Review and renewal of existing LAS Portfolio. -Regular tracking of progress on the agreed key metrics towards delivering on the strategy. -Preparation of RPRs of the LAS portfolio as when required. -Providing timely inputs to Business team, COE, Compliance team, Finance team, IFC Audit team, Internal Audit team, RBI Audit. -RBI Reporting of SMA-2 and large exposure. -Monthly preparation of Deck

As a fresh inductee into Global Research & Risk Solutions - Fundamental Research you will Get trained in the CRISIL way of doing things - with independence and analytical rigour Develop a habit of tracking the financial environment such as economic developments, company and sector performance - global and domestic Get an opportunity to work with global investment banking/asset management majors within your first year of joining where you will : Work with clients to understand their requirements and perform data search & aggregation to provide nuanced output. Track economic developments, trends in government policy, etc. Track key sector and company related news, and aggregate information Understand various tools and techniques to systematically approach research , asset solutions workflows and acquire expertise and be prepared to formulate opinions. The research and analysis will include creating and maintaining financial models, sector databases, contribution to sections of research reports, performing various asset servicing related activities etc Build and maintain financial models which includes identifying key drivers, forecasting, applying appropriate valuation methodology, earnings update, and model the impact of key events Support the analyst team in authoring research reports which includes writing factual sections, creation of charts and tables and other requirements. Share views on the company/sector. Support investment operations teams with domain centric workflows across asset solutions value chain Get to continuously learn - through structured training programmes which equips candidates with skills required for handling research activities, financial accounting and analysis assignments, as well as on-the-job learning As a fresh inductee into Global Research & Risk Solutions - Fundamental Research you will Get trained in the CRISIL way of doing things - with independence and analytical rigour Develop a habit of tracking the financial environment such as economic developments, company and sector performance - global and domestic Get an opportunity to work with global investment banking/asset management majors within your first year of joining where you will : Work with clients to understand their requirements and perform data search & aggregation to provide nuanced output. Track economic developments, trends in government policy, etc. Track key sector and company related news, and aggregate information Understand various tools and techniques to systematically approach research , asset solutions workflows and acquire expertise and be prepared to formulate opinions. The research and analysis will include creating and maintaining financial models, sector databases, contribution to sections of research reports, performing various asset servicing related activities etc Build and maintain financial models which includes identifying key drivers, forecasting, applying appropriate valuation methodology, earnings update, and model the impact of key events Support the analyst team in authoring research reports which includes writing factual sections, creation of charts and tables and other requirements. Share views on the company/sector. Support investment operations teams with domain centric workflows across asset solutions value chain Get to continuously learn - through structured training programmes which equips candidates with skills required for handling research activities, financial accounting and analysis assignments, as well as on-the-job learning

Responsibilities Supporting our clients on Financial Sponsor coverage covering multiple industries including Technology, Media, Telecom, Consumer, Retail, Industrials, Infrastructure, Healthcare, Metal & Mining, Oil & Gas, among other industries Working live with clients and managing their library of portfolio companies by tracking live entry/exit of deals Deal comparison, PE Portfolio tracking and making respective changes in client database Precedent deals identification; PE Strategy identification Advanced excel and effective communication skills Should be able to prepare and pitch books, company profiles, strip profiles, precedent transactions comps, industry study, company focused discussion documents in a particular industry. Provide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in-depth secondary research. Contribute towards managing project timelines and quality of deliverables in a manner to ensure high client satisfaction. Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment. Required Background MBA/CFA/ CA Experience 4-6 years supporting Investment banking division of a bank,consulting firm, boutique firm, advisory firm The candidate should have the ability to work as part of the team and independently as per the requirement Good written and spoken communication skills Working knowledge of databases such as Preqin, Factset, Merger Market, etc. MS Office skills should be good in MS PowerPoint, MS Excel, and MS Word

1. Identify New Investment Ideas and Trends Analyze global and regional market trends to identify emerging investment opportunities. Monitor industry developments, technological advancements, and economic indicators to uncover potential investment targets. Conduct competitive analysis and benchmarking to evaluate companies within various sectors. Generate investment ideas that align with the firms investment strategy and risk appetite. 2. Conduct Research and Financial Modelling Perform in-depth fundamental research on potential investment opportunities, including equities, fixed income, and alternative assets. Develop and maintain detailed financial models to forecast company performance, including income statements, balance sheets, and cash flow analysis. Conduct valuation analysis using various methodologies such as DCF, comparable company analysis, and precedent transactions. Evaluate the financial health, management quality, and strategic positioning of companies. 3. Present Investment Ideas for Decision Making Prepare and present comprehensive research reports and investment recommendations to the Fund Manager and investment committee. Support the decision-making process by providing data-driven insights and analysis. Engage in discussions with the investment team to refine investment strategies and ensure alignment with overall portfolio objectives. Track the performance of recommended investments and provide updates as necessary. 4. Stay Updated on Market News and Company Reports Continuously monitor and interpret market news, earnings reports, and economic data to assess their impact on existing and potential investments. Maintain up-to-date knowledge of regulatory changes, industry developments, and geopolitical events that could influence investment strategies. Review and analyze quarterly and annual reports, SEC filings, and other company disclosures. Attend industry conferences, earnings calls, and meetings with company management as needed. 5. Collaborate with Fund Manager and Portfolio Analyst Work closely with the Fund Manager to align research efforts with the firms investment strategy. Collaborate with the Portfolio Analyst to ensure accurate and timely integration of research insights into portfolio construction. Assist in the ongoing monitoring and evaluation of portfolio holdings, providing insights on potential risks and opportunities. Participate in team meetings and contribute to the overall investment decision-making process.

1. Conduct Fundamental and Industry Research Analyze financial statements, industry trends, and macroeconomic indicators to provide investment insights. Develop and maintain detailed financial models, including earnings forecasts, valuation models, and scenario analysis. Conduct qualitative and quantitative research on companies, industries, and markets. Evaluate the competitive landscape and assess the impact of key market trends on companies. 2. Prepare Research Reports and Investment Recommendations Write equity research reports, company updates, and thematic industry research. Provide investment recommendations based on fundamental analysis and valuation. Develop and present research findings to internal teams and external clients. 3. Engage with Company Management and Market Participants Attend earnings calls, industry conferences, and investor meetings to gather insights. Conduct management interviews and due diligence to assess company strategies and execution capabilities. Interact with industry experts, fund managers, and institutional clients to discuss market developments and investment opportunities. 4. Stay Updated on Market News and Economic Trends Monitor market movements, corporate announcements, and regulatory changes affecting covered sectors. Stay informed about global economic developments and policy changes that impact investments. Assess the impact of market volatility and geopolitical events on investment recommendations. 5. Support Client Engagement and Advisory Services Assist institutional and retail clients in understanding investment opportunities. Provide market insights, stock recommendations, and updates through client interactions and research calls. Collaborate with the sales and trading teams to align research efforts with client needs.

Job Description: Business/ Operational/ Functional/ Financial Perspective: Responsible for tracking FMCG/Auto/Ancillary/BFSI sector and delivering research support to Institutional equity sales. Creating & Maintaining Management Contacts, organizing analyst meets for presentation of generated reports and recording special event notes. Ensuring smooth Interaction with clients and handling client request Responsible for meeting companies to understand their business model and future outlook. Responsible for executing new coverages & updating reports Ensures compliance of calls and Emails related activities with the prescribed rules and regulation. Responsible for formulating Financial Model. Responsible for the coverage related to stocks including building models, valuation and writing reports. Generation of new investment ideas in assistance of Companys interest. Responsible for updating and maintaining database

Job Title: Listed Derivatives Analyst, AS Role Description DIPL is looking for exceptionally bright candidates for the role of Listed Derivatives (LD) Analyst. The successful candidate will be part of a small team responsible for defining the execution product offering for the business. The product team is responsible for all aspects of the electronic execution business, ranging from understanding our global capabilities, to designing client solutions and managing the development of strategic Execution products for the LD business. Deutsche Bank is committed to being the best financial services provider in the world. An aspirational employer with the platform to raise careers to the next level, we foster a diverse, inclusive environment that encourages new ideas. An outstanding opportunity now exists for a talented professional to join our award-winning team. Deutsche India Private Limited (DIPL) is a wholly owned subsidiary of Deutsche Bank. DIPL works very closely with various hubs to deliver innovative investment banking services for the Global Markets franchise of Deutsche Bank. The teams in DIPL act as virtual extensions of the business in DB hubs like London, New York, and Hong Kong. Your key responsibilities Assist the execution product team in managing the development, implementation and documentation of new LD product initiatives, including the tracking of timelines of the product offering. Manage the build-out of our electronic execution offering, including our order management systems, low latency electronic trading platforms and co-location offering. Provide subject matter expertise that can develop an application into a strategic platform for the Bank. Work with Clients, Sales, and Product and Operations teams to manage Client expectations and develop strategic solutions. Investigate, evaluate and compare potential in-house developed solutions with potential vendor solutions. Work with vendors and business management teams for driving cost-saving initiatives. Provide Analytics to senior management for product decision making. Work with the Execution Product team to assess electronic trading applications and ensure that they meet the control & governance standards required by Deutsche Bank. Assist the global team with producing materials and minuting regular governance meetings across the execution landscape. Your skills and experience TECHNICAL SKILLS Experience in Exchange Traded Derivatives, preferably in product development of trading systems. Commercial mindset to dissect and analyze revenues and costs. Ability to articulate plans to increase revenue while maintaining a controlled cost base. Experience in order management and risk management systems, such as GL trade, Fidessa, Trading Screen etc. Business analysis experience, demonstrating superior problem-solving skills e.g. with a leading consulting firm within financial services or an International Investment Banks. Proactive thinking and an investigative mind is crucial for success in the role. The candidate will have to navigate through internal DB systems to diagnose and remedy ad hoc problems raised internally or by external clients. BEHAVIOURAL SKILLS Motivated Self Starter Strong oral and written communication skills and presentation ability with attention to detail Good problem-solving instincts and strong analytical skills Results orientated with strong delivery and interpersonal skills

EQUITY Fundamental Research Analyst for a Stock Broking co in MUMBAI The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks Required Candidate profile CA or CFA or MBA - Finance (MUST) With minimum experience of 2-3 years in Institutional Research Perks and benefits Stock Broking EQUITY Fundamental Research Analyst

Responsible to generate brokerage primarily through advising clients on their equity portfolio Punching orders on terminal on behalf if clients Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per compliance and risk. Keeping the clients updated on their orders

Responsible to generate brokerage primarily throughadvisingclients on theirequityportfolio Punching orders on terminal on behalf if clients Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per compliance and risk. Keeping the clients updated on their orders

Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients too Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on the client's profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Regularly following-up with clients and handling their queries. NISM 8 Mandatory

Job Purpose "This position is open with Bajaj finance limited" Duties and Responsibilities Qualification:CA Experience:Fresher -An effective communicator with the ability to coordinate with internal & external stakeholders & relate to people at all levels of business and management. -Assessing loan applications for credit appraisal which includes financial analysis to understand the solvency, liquidity position and credit worthiness of individual and corporate customers. -Assess income and various obligation ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance during the loan tenure. -Calculating eligibility basis portfolio as per BFL policy and doing risk check of customers. -In dept knowledge of Capital Market and daily monitoring of stocks impacting BFL LAS exposure. -Preparation of detailed Credit Approval Memo for high value cases and getting it approved from respective approving authorities basis BFL defined approval matrix. -Adhering to all regulatory and statutory compliances & implementing operational risk controls related to LAS transactions ensuring fair sanctions to corporates and non-corporates and timely processing of cases in given TAT. -Monitoring the portfolio behaviour of LAS Portfolio and identify the early sign of stress in the portfolio and highlight it to the reporting manager. -Policy preparation/review /updation at regular intervals -Review and renewal of existing LAS Portfolio. -Regular tracking of progress on the agreed key metrics towards delivering on the strategy. -Preparation of RPRs of the LAS portfolio as when required. -Providing timely inputs to Business team, COE, Compliance team, Finance team, IFC Audit team, Internal Audit team, RBI Audit. -RBI Reporting of SMA-2 and large exposure. -Monthly preparation of Deck Required Qualifications and Experience Qualification:CA Experience:Fresher

Job Purpose "This position is open with Bajaj Finance ltd." Support Capital Markets vertical by acting as an advisory partner to business heads in identification of business requirements, understanding of business & HR priorities and driving HR initiatives & projects to enhance efficiency of HR at business level. Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) 1.Planning support to business (AOP) ‚ Analyze manpower requirements based on expansion plans, increasing manpower in existing branches and manpower productivity; Work closely with business to develop annual manpower plan; Work as layer between back-end C&B teams and business 2.Partnering with businesses ‚ Engage with business to understand business requirements and identify key agenda items to be addressed with a monthly/ quarterly focus (such as attrition management, on-the ground engagement, any central initiatives to be driven etc.); ‚ Develop and execute initiatives/ projects/ frameworks to address both business and HR priorities for the month/ quarter including medium, construct, content, etc. (e.g. design of pan India communication framework for addressing business and people priorities) 3.Review with business & own function ‚ Track progress of activities undertaken to ensure adherence with the timelines ‚ Discuss/ exchange ideas and best practices on people challenges/ initiatives with other HR partners; Observe and be prepared to recognize and react to early warning signals ‚ Present updates on initiatives and action points such as attrition, changes in business conditions, impact on business teams, transition plans etc. in monthly review with HR Head ‚ Track key HR priorities for the businesses managed, and publish dashboard to provide status update to businesses including aspects such as policy adjustments, HR initiatives status, Pulse, recruitment updates (key positions), L&D update, etc. 4.HR projects and initiatives ‚ Conduct research on current business realities, pain points of businesses, whats working/ not working etc. and brainstorm on themes to enhance efficiency of HR ‚ Drive and deliver assigned HR projects to enhance the overall effectiveness of HR across the organization; Track and report updates to deliver as per set objectives Required Qualifications and Experience SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Educational Qualifications a)Qualifications ‚ Post-graduation b)Work Experience ‚ Minimum 8 years of overall experience ‚ Experience of 3-4 years in HR domain ‚ Sound understanding of business context

We are seeking lead analysts from domestic sector who are working in 1) Infrastructure and Cements 2) Automobile and Auto Ancillaries 3) FMCG Sector 4) Banking and NBFC Sector 5) Pharma Sector JOB DESCRIPTION / RESPONSIBILITIES 1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals.

Key Result Areas (Key Performance Indicators) 1) Investor Reporting & Relations - Board Review Presentations - External (Public) & Internal (Group Horizontal) Communication - Competition Tracking 2) Corporate FP&A - Management Reporting for the leadership team - Business Cases & M&A Opportunity Evaluation - Developing internal MIS for organizational performance 3) Strategic Planning - Lead the annual budgeting process operationally & strategically - Responsible for the long-range strategic planning process Educational Background and Work Experience Candidates with Education: MBA-Finance CA Experience Tenure: 3 to 6 years Experience Field: Equity Research, Investment Banking, Corp FP&A Needs to Have: Presentation & Communication Skills, Excel Modelling & PowerPoint skills Good To Have but NOT necessary: Manufacturing Industry, SAP, PowerBI any BI Tools experience

Position: Product Manager The Group: Morningstar s Quantitative Research , Manager Research , and Equity Research groups create independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund , equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company. The Role: This role, housed in Morningstar Investment Services , will support both Hubble and R esearch Publishing System (RPS) . Hubble is our internal webapp which facilitates the Manager Research a nalyst w orkflow from start to finish , while RPS facilities the Equity Research a nalyst w orkflow . The Product Manager will coordinate the product roadmap, technical requirements, day-to-day scrum ceremonies, and stakeholder communications. The Product Manager will be responsible for the full vertical implementation of Manager Research-specific data and analytics surfacing in Hubble and an integrated workflow design for Manager Research analysts. The Product Manager will write user stories and provide detailed acceptance criteria, lead backlog grooming, estimations, retrospectives, and sprint plannings. Through collaboration with our central technology teams, our content management system, and our analysts, Hubble will improve analyst efficiency; provide scale, consistency, and quality to the ratings process; enable a more dynamic coverage model based on data; and allow the Manager Research team to deploy human capital on the most marginally valuable research tasks. The Hubble Product Manager reports to the Director of Product Management, Analytics Technology & Solutions. Qualifications 3-5 years of experience working in program or product management, strategy/operations, engineering, or technical support 1-3 years of experience working with AWS technologies, and working with agile development teams Experience creating roadmaps from conception to launch, partnering with stakeholders to drive strategic product integration vision Interest in finance, managed investments, and/or quantitative research Excellent problem-solving, organizational and analytical skills Ability to achieve strategic goals and evolve strategy based on data and user feedback Experience coordinating work with distributed teams in remote regions Excellent written and verbal communication An eye for process improvement and organization Nice to have Scaled agile, scrum, and AWS practitioner certifications a plus Morningstar is an equal opportunity employer Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

-CFA/FRM/MBA Finance with 4+ years in Sell-Side/Buy-Side equity research, focusing on the US Healthcare sector. -Strong quantitative aptitude & analytical ability to interpret financial data. -Proficient in databases FactSet, Bloomberg & Capital IQ.

Title: Indexes Client Experience Analyst Client Service and Implementation The Group : Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : Morningstar Indexes seeks intelligent and creative professionals for its Client Services and Implementation team. We are looking for candidates who are interested in Pre-Sales and Client service function. Candidate should be open to shift rotation (Morning Shift - 5:30 am to 2:30 pm, Day Shift - 12:30 pm to 9:30 pm, UK Shift - 3.00 pm to 12.00 am). The primary function of the team is to support the Indexes internal/external clients and sales group by providing data, research and analytics for more than 700 unique Morningstar indexes across asset classes (Equity, Fixed Income, Alternatives, Multi-Asset). The secondary focus area would be to provide operational support and lead selected non-technical projects to support the growth of Morningstar business. It s an individual contributor role and the selected candidate would be required to work independently outside of Mumbai operational hours to provide continuous coverage to Morningstar Indexes global sales clients and operational efforts. This role provides a balanced exposure to both back-end index operations and front-end, either directly or through sales organization. This position will be in Vashi, Navi Mumbai (India). Responsibilities: Be a product expert on Morningstar Indexes to satisfactorily respond to client and sales related queries with quick turnaround time Enable sales team with presentations, marketing collaterals, data, research & analytics Coordinate with Product Management, Operations and prospective client to launch and operationalize Morningstar Indexes Oversee daily publishing and deliveries of end of day index values, portfolios and other files to internal and external clients and third parties in a timely manner Escalation of bottleneck issues to vendors and liaise with them Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files. Work with Robotic Process Automation team within Morningstar to automate manual tasks and further streamline the process Create self-help modules/templates on Morningstar Direct to equip sales team to quickly respond to general data related queries on their own Manage non-technical projects to support the growth of index business Requirements A Bachelor s or master s degree in Engineering, Finance, Management, Economics, etc. and a strong interest in Finance. 1-3 years of work experience preferably in financial services company Some progress towards CFA is preferable Comfortable with basics of MS Office, SQL (preferred) Excellent written and verbal communication skills and work as a team player Ability to collaborate with the global team and deliver quality outcomes under tight deadlines The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors success Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity