464 Equity Research Jobs - Page 19

Job Title - GN Transaction Advisory (M&A PE) Strategy Manager Management Level: Manager Location: Bangalore, Gurgaon and Mumbai Must have skills :M&A/Private Equity (full deal lifecycle-Pre + post deal) Good to have skills: M&A/Private Equity (full deal lifecycle-Pre + post deal) Job Summary :As a Manager you should Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation / Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Roles & Responsibilities: Project Delivery: Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation / Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Business Development: Identify and convert client opportunities by building relationships with Global PE/M&A Leadership, Client Account Teams, and Client stakeholders in PE/Corporates across geographies. Support RFP discussions, prepare proposal documents and deliver Client Orals working closely with Accenture Bid Managers and Client Account Leads Harness extensive knowledge combined with an integrated suite of methods, people and assets to help account teams to originate new projects/extensions. Practice Development: Contribute to the development of new assets / IP, thought capital and POVs/Offerings raising the profile of your team and the firm leading to demand generation. Conduct and facilitate Brown Bag sessions, direct/indirect mentoring and dissemination of knowledge to upskill fellow team members and attend trainings / get certified on emerging concepts to stay relevant in the market Professional & Technical Skills: Experience of M&A Deal Advisory including Commercial Due diligence, Sector/Firm Research, Target Screening, Post Merger Integration, Separation Planning and Execution, Portfolio Value Creation, PortCo Growth Strategy, PortCo ESG Strategy, PortCo Technology Transformation, Outsourcing. Also, experience in Tech M&A, including Technology Due Diligence, Platform/Digital Due Diligence, Technology Landscape Assessment, Technology Integration, Technology Separation Deep industry experience in one or more of the following industries CMT, Financial Services, Resources, Healthcare/Life Sciences, Consumer Goods & Services or Retail Experience of developing Assets, Accelerators, POV/Thought Leadership based on research. Ability to work independently with Entrepreneurial mindset of growing the PE/M&A Consulting team and tenacity to deliver challenging targets. Additional Information: - NA Qualifications Experience: Min. 6 + years hands-on experience of working in a Private Equity or a top-tier Management Consulting firm, advising Private Equity/Corporate clients on transaction lifecycle Educational Qualification: MBA from a tier 1 institute

About the role: This role is for a highly driven entrepreneurial individual who will sit within the GN Transaction Advisory team of Accenture Strategy and will work closely with GN Industry/Functional Consulting Teams, Client Account Teams, and Global PE Consulting Leadership across different geographies to identify and convert opportunities, deliver manage complex engagements, and rapidly build a team. Key Responsibilities: Project Delivery: Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Business Development: Identify and convert client opportunities by building relationships with Global PE/M&A Leadership, Client Account Teams, and Client stakeholders in PE/Corporates across geographies. Support RFP discussions, prepare proposal documents and deliver Client Orals working closely with Accenture Bid Managers and Client Account Leads Harness extensive knowledge combined with an integrated suite of methods, people and assets to help account teams to originate new projects/extensions. Practice Development: Contribute to the development of new assets IP, thought capital and POVs/Offerings raising the profile of your team and the firm leading to demand generation. Conduct and facilitate Brown Bag sessions, direct/indirect mentoring and dissemination of knowledge to upskill fellow team members and attend trainings get certified on emerging concepts to stay relevant in the market Qualifications Qualification and Experience Requirements: MBA from a Tier 1 institute with min. 6 + years hands-on experience of working in a Private Equity or a top-tier Management Consulting firm, advising Private Equity/Corporate clients across the complete deal lifecycle, including Pre-Deal, Deal Execution phases and Value creation Scaling of PortCos Experience of M&A Deal Advisory including Commercial Due diligence, Sector/Firm Research, Target Screening, Post Merger Integration, Separation Planning and Execution, Portfolio Value Creation, PortCo Growth Strategy, PortCo ESG Strategy, PortCo Technology Transformation, Outsourcing. Also, experience in Tech M&A, including Technology Due Diligence, Platform/Digital Due Diligence, Technology Landscape Assessment, Technology Integration, Technology Separation Deep industry experience in one or more of the following industries CMT, Financial Services, Resources, Healthcare/Life Sciences, Consumer Goods & Services or Retail Experience of developing Assets, Accelerators, POV/Thought Leadership based on research. Ability to work independently with Entrepreneurial mindset of growing the PE/M&A Consulting team and tenacity to deliver challenging targets.

Tracking large, mid and small caps stocks of the Indian equity market . (Sector agnostic) Engaged in preparing to initiate coverage reports, thematic research reports, earning review & preview, event updates reports, and Pitch book/Pitch deck by conducting in-depth research & analysis at the institutional level. Analyzing companies through in-depth study, due diligence, risk management. Monthly updating sector file and generating report out of research. Undertake due diligence of companies through interacting with company's top management, Plants visit's, dealer/clients/employee interaction and financial. Regularly doing channel check of under coverage companies. Executed valuation parameters like DCF, Sum of part valuation & Comparative valuation analysis Hosted con calls of some of coverage companies and expert call for clients. Talking to clients about Initiating coverage report idea, thematic research reports, quarterly update, important update about coverage companies and other updates. Managing data of sectors or company specific data. Data handling, data management, and data analysis of sector or company Handling team, allotting & explaining scope of work including TAT. Meeting clients along with sales team. Qualification Required - NISM Certification XV / Post Graduate / MBA / CA / CFA Skills - Equity Research, Equity Analyst, Reports Generation, Fundamental Analyst, Institutional interaction with buy side analyst / fund Managers. Gender - Male / Female Both Can Apply.

Generate Research Reports, Company Profiles, and Business Analysis. Building, Analyzing and Updating Financial Model. Generate Investment Ideas by Screening Companies Across Industry Verticals. Analyzing company's financial data. Preparing various Initiating Coverage (IC) research reports and results updates on companies. Financial forecasting & DCF, FCF or relative valuation Interacting with and client servicing to Institutional clients i.e MFs, Insurance Cos, Banks, FII for updates on research reports. Skills: Should possess a strong blend of analytical thinking and operations execution. Excellent financial modeling skills with ability to understand and formulate business drivers (revenue, cost, etc.) Superior knowledge of concepts of finance & accounting, valuation methodologies and stock analysis. Strong writing skills with the ability to lay out investment arguments and theses lucidly. Capability to identify industry trends and major events Communication skills with the ability to express views clearly with conviction Researched & Analyzed many companies in different sectors with a top down & bottom up approach across India & Global Equity Markets ( US, China, Europe) Analytical thinking is required to enable him / her to structure and guide research / consulting assignments with clients / research analyst / Fund Managers / Corporates. Qualification Required NISM Certification / Post Graduate / MBA / CA / CFA Skills Equity Research, Equity Analyst, Reports Generation, Fundamental Analyst, Institutional interaction with buy side analyst / fund Managers. Gender Male / Female Both Can Apply

About AlphaSense: The world s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About AlphaSense: AlphaSense is a market intelligence and search platform used by the worlds leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients own research content. Headquartered in New York City, AlphaSense employs over 2,000 people across offices in the U.S., Canada, U.K., Ireland, Finland, India, and Singapore. For more information, please visit www.alpha-sense.com About the Team: The Global People Team is made up of people professionals with a diverse range of expertise, including compensation, talent, people relations, performance achievement, and systems and analytics, amongst others. In 2025, we ll be focused on building our compensation processes which enable us to develop and scale our culture to deliver our strategic priorities and support exceptional performance across all global teams. We are looking for professionals to join our team who are committed to learning and growing themselves while creatively delivering solutions that have a measurable impact on employee experience. About the Role: The Compensation Analyst will be instrumental in designing and managing competitive compensation programs that attract and retain top talent, while aligning with our organizations strategic objectives. This role involves conducting market research and analysis to inform our compensation strategies, ensuring our offerings are equitable, competitive, and compliant with regulatory standards. Additionally, the Compensation Analyst will play a key role in ad-hoc compensation projects, with a focus towards optimizing and refining the existing compensation structures to support organizational growth and efficiency. What You ll Do: Work on benchmarking and market analyses to ensure competitive and equitable compensation structures across our global framework of jobs. Utilize sound logic and empathy to offer guidance for stakeholders across the organization. Maintain compensation programs, including salary bands, incentive plans, and equity options while collaborating with stakeholders across timezones and cultures. Ensure compliance with all regional regulatory standards and internal policies related to compensation and benefits. Collaborate with global People team and departmental leaders to align compensation strategies with organizational goals and employee performance metrics. Provide expert advice and guidance on compensation matters to senior management and People teams. Educate stakeholders throughout the organization on compensation practices and processes. Assist with salary surveys and participate in external compensation benchmarking studies to stay informed of industry standards. Analyze internal pay practices and trends to identify disparities and recommend adjustments. Support the People team in annual and mid-year compensation review processes, including merit increases and bonus allocations. Contribute to due diligence and integration efforts related to mergers and acquisitions from a compensation perspective. Who You Are: 1-3 years of experience in compensation or similarly technical HR operations roles Experienced with compensation in India, familiar with global employee compensation practices, programs and compliance. Bachelors degree in Human Resources, Business Administration, Finance, Economics, Math, Data Analytics or a related field Systems experience is a plus, but not mandatory: Workday, specifically Workday Advanced Compensation Radford market data Carta equity administration Meticulous attention to detail coupled with outstanding analytical and creative problem-solving abilities Strong communication and project management skills, with a track record of successful cross-departmental collaboration and engagement with stakeholders Skilled in balancing and prioritizing multiple demands and requests effectively Nice to have: experience supporting M&A processes 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. 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 @ alpha-sense.com email address. If you re unsure about a job posting or recruiter, verify it on our Careers page . If you believe you ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Job Description: Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Qualifications: BA (Finance), CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research Additional Information Work under high pressure and long hours Analytical mindset Good communication skills Problem solving capabilities Ability to work independently Handling client communication Attention to minute details

Role & responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in the constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guide elines. Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. Prepare weekly/monthly/quarterly reports and presentations on portfolio perfo rmance and market outlook for internal stakeholders and clients. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3 to 8 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Strong knowledge of financial statement analysis, financial modeling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills.

About Investment Research (IR)- As a global leader in knowledge processes, research, and analytics, you'll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve- Create and maintain MS Excel-based financial models with forecasts Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA Benchmark companies using financial and operating statistics Collect information from industry or sector databases Create presentations on industry and company research for marketing and roadshow activities. Collect financial data using online and other sources such as Bloomberg and Thomson Reuters Create / maintain industry databases wherever relevant Handle ad hoc research requests Prepare company profiles; earning and flash notes; quarterly updates; coverage, sector, and theme-based reports; newsletters; etc. Summarize investment conference calls What we are looking for- MBA / CA / CFA with 1+ years of relevant experience in equity research Ability to identify and solve issues effectively and within deadlines Basic knowledge of microeconomics / macroeconomics is must Strong accounting and financial analysis skills Ability to think outside the box Excellent communication and interpersonal skills Proficiency in MS Office, especially MS Excel Knowledge of VBA will be advantageous Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Role & responsibilities The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of Financials Sectors from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Preferred candidate profile 2 to 5 years’ work experience in Investment Research Understanding of the Financials sub sectors companies’ equity research (Banks, Insurers-Life/Non-life, Asset Managers, Diversified Financials etc), including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master’s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred

As a fresh inductee into Crisil Integral IQ – 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 Roles and Responsibilities As a fresh inductee into Crisil Integral IQ – 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

Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

We are seeking a highly motivated team player with strong research and financial interpretation skills. As part of a team of financial analysts, your role is to provide investment data, financial data, and information to the clients that assist as a tool to support investment in alternatives. What do we expect? • Work experience in Investment / Business / Private equity / VC Research • Strong attention to detail, and structured work approach • Excellent verbal, written, and communication skills • Financial Research and Analytical Skills • Working efficiency in all VC and information database management and extraction skills • Knowledge and proficiency in Private Equity, Venture Capital, Private Debt, Secondaries, Hedge Funds, Institutional investors, fundraising, deals, and alternative assets. Roles and Responsibilities: • This job involves extensive research on Internet Sources related to capital markets • Thorough research of required data from a specific industry, domains, and geographies (Including Email ID, Law/broker firms and Phone number of Key Decision makers) • Researching and gathering information and analysis about market size, key players, teams, users, products, services, financials, business forecasts, etc • Ensuring efficiency and responsiveness in regards to data information by delivering timely and relevant data • Conducting primary and secondary research of specific sectors and companies and also retrieving deals data from SEC filings • responsible to oversee and perform all production-level tasks and maintaining real-time adherence, monitoring queues, and key performance indicators. Education Preferred: UG: B.Com in Any Specialization PG: MBA/PGDM in Finance, CA , M.Com

About Sutherland Research, Markets Insights, and Innovation (MII) Sutherlands Research (Equity/Credit/IB/Business), Markets Insights, and Innovation (MII) divisions drive a high-impact transformation agenda to address our client’s most complex issues from strategy development, incubation of new products or services, blitz-scaling operations, and digital transformation. Sutherland Research & MII practice has made significant investments in creating solutions that change how actionable insights are delivered for strategic decision-making across organizations. Description Sutherland is seeking passionate and motivated professionals who possess a strong desire to excel in equity research. Successful candidates will join dedicated client teams (leading global buy/sell-side firms) providing financial modeling support, earnings support, valuable ideas, penetrating insights, sector-focused analysis, and initiating coverage reports with top-of-the-line investment recommendations. The coverage universe is across geographies (primarily US & Europe but could be global) and various cap sizes (large, mid & small cap). Roles & Responsibilities As an Equity Research Analyst, roles and responsibilities will encompass, but not be limited to, the following: Developing and maintaining comprehensive financial models, incorporating Profit and Loss (P&L) statements, balance sheets, and cash flow projections, utilizing various valuation methods such as Discounted Cash Flow (DCF), Relative Valuation, Net Present Value (NPV), Net Asset Value (NAV), etc., across multiple industry sectors. Creating and preparing essential reports like initiating coverage reports, information memorandums, earnings reports, and thesis reports. Managing and updating clients' portfolios, ensuring timely adjustments and continuous monitoring to optimize investment performance. Collaborating closely with client analysts to establish project concepts and deliverables effectively. Conducting in-depth analyses of financial data to produce accurate forecasts related to businesses, industries, and economic conditions, aiding in making informed investment decisions. Presenting both written and oral reports on general economic trends, individual company performance, and overall industry insights. Offering well-founded opinions and defending analytical conclusions during interactions with company management teams, global fund managers, and the in-house Sales team. Qualifications & Required Skillsets To succeed in this position, you must: MBA-Finance from tier-I/ II institutes/ CA, CFA (US) preferred 2-6 years of experience in Equity Research Experience in investment analysis (either buy or sell-side) Strong financial modeling and analytical skills Strong communication, presentation, and language skills Strong report-writing skills Quality focused with attention to detail and client service Technologically competent (Word, Excel, Internet, Bloomberg, Reuters) Be able to adjust quickly and smoothly to changing priorities and conditions Be proactive in developing trust and professional rapport with employees and team members; work as a team-player

About the job: Are you ready to take your career to the next level? We are urgently hiring a relationship manager for our prestigious ELITEBROKEDGE SECURITIES company in Delhi. As an Equity advisor/equity dealer, you will play a crucial role in providing expert advice on equity research, stock trading, derivatives, finance, and banking to our elite clientele. Key responsibilities: 1. Build and maintain strong client relationships to drive sales and revenue growth. 2. Provide personalized investment advice based on thorough equity research and market analysis. 3. Execute trades on behalf of clients and ensure timely and accurate transactions. 4. Monitor and analyze market trends to provide timely recommendations to clients. 5. Develop and implement strategies to manage risk and maximize returns for clients. 6. Collaborate with internal teams to ensure seamless client onboarding and service delivery. 7. Stay updated on industry regulations and compliance practices to ensure adherence at all times. If you are a dynamic and driven individual with a passion for finance and a proven track record in client management, then we want to hear from you! Join our team and be part of a leading financial services company that values expertise, innovation, and excellence. Apply now and unlock your potential as a Relationship Manager with ELITEBROKEDGE SECURITIES. Who can apply: Only those candidates can apply who: are from Delhi only Salary: ₹ 2,45,000 - 3,50,000 /year Experience: 0 year(s) Deadline: 2025-06-29 23:59:59 Other perks: Informal dress code, 5 days a week, Free snacks & beverages Skills required: Finance, Banking, Equity Research, Client Relationship, Stock Trading, Sales, Management and Derivatives Other Requirements: 1. 1–5 years of experience in equity dealing or a related field. 2. NISM Series VIII Certification (Equity Derivatives) – Mandatory. 3. Strong understanding of equity trading mechanics, risk management principles, and market behavior. 4. Excellent communication and interpersonal skills. 5. Ability to remain focused and perform under pressure in a dynamic market environment. About Company: ELITEBROKEDGE SECURITIES is a master franchisee of Motilal Oswal Securities, operating as an authorized partner to offer a comprehensive suite of financial services. We specialize in equity trading, derivatives, commodities (MCX), currency, and forex markets, catering to a diverse clientele seeking expert investment solutions.Our firm is committed to delivering personalized financial advisory services, leveraging advanced trading platforms and in-depth market research to empower clients in making informed investment decisions. With a focus on transparency, integrity, and client-centric approaches, ELITEBROKEDGE SECURITIES aims to build long-term relationships and foster financial growth for individuals and businesses alike.