462 Equity Research Jobs - Page 4

Track the companies within the EU Insurance space. Create and utilize financial models for investment valuation. Technical excel and modelling skills are essential. Make relative value comparisons and assist the Senior Research analyst initiate coverage. Collaborate and communicate with a global network of J.P. Morgan Asset Management Insurance analysts. Required qualifications, capabilities and skills Post graduate degree required, CFA At least 3 years of relevant investment experience with prior experience in Equity Research Analytical skill, measured investment judgement, decision-making, intellectual curiosity, intellectual honesty, teamwork, pro-active communication Finding new investment ideas as well as thorough understanding, valuing and maintaining coverage on existing investments Should be comfortable working in EMEA shifts

Job summary As an Executive Director in Equity Research, you will help to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modelling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal/external clients and management teams about the stocks/sector. You will work with our partners in both sales and trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience. Job responsibilities Work with India Equity Research team supporting coverage on India Financials Contribute to thematic sector reports or cross-sector collaborations with other teams. Handle day to day client requests and needs, with a focus on clients who have interest in the Indian Industrials, Defense, Infrastructure and Electric Utilities Sector. Communicate your teams ideas with a persuasive curve to internal and external parties; tailor your communications by client need/type. Organize fact-finding trips and channel-check meetings upon client's bespoke requests or for investors tours. Contribute to furthering your franchise as a business by suggesting new approaches or ideas. Understands firms approach and policies for managing risks in relevant business and applicable legal and regulatory rules and follows policies. Required qualifications, capabilities, and skills Advanced level of proficiency in Excel Strong written and oral communication skills A passion for the markets and interest in industry specific coverage Preferred qualifications, capabilities, and skills Minimum 5 years of working experience in research is needed. Relevant experience in equity research covering India Industrials, Defense, Infrastructure and Electric Utilities Sector is needed. Post Graduate Degree from a premier institute in India or abroad.

Job responsibilities Conduct Research and Analysis Understanding and identifying analysis to address key project objectives and initial hypotheses Gathering and analyzing relevant data from a variety of sources, including company reports, the internet, online databases and JPMorgan proprietary content to enable industry company analysis Building detailed financial industry / company models, reports, graphs and datasets Storyboard and Communicate Creating clear and effective products (written reports/ presentations) to draw out insights from analyses and recommendations Communicate key arguments and insights effectively in verbal and written format with key stakeholders Engage Stakeholders Proactively collaborate with colleagues in the global sectors, taking part in conference calls and responding to project requests (often client-generated) Develop Market intelligence Develop deep industry, technology, regulatory company knowledge for the sector Required qualifications, capabilities and skills Keen interest in financial markets and strong intellectual curiosity Strong quantitative skills, analytical aptitude and ability to learn new financial, industry tech concepts Strong knowledge of excel, use of internet, standard MSOffice suite and market databases like Bloomberg Self-starter with excellent communication, presentation and team skills Close attention to detail and ability to work to very high standards and deliver to tight deadlines A strong motivation to learn and manage projects independently Advanced knowledge of Excel and some experience in programming languages like Python, R, SQL, etc. Preferred qualifications, capabilities and skills Experience working in Equity Research (Banking or similar sectors), and programming skills Postgraduate or MBA with excellent academic background

Looking for an Accounts Executive for Juhu, Mumbai. Role: Managing and tracking investment portfolios, equity research, preparing reports, basic accounting, coordinating with banks, regular accounting and assisting in audits and finalisation. Office timing - 9 am to 6 pm, Monday to Friday. Work from Office - Saturday and Sunday are fixed offs. Candidate Requirements: Qualification: Minimum B. Com. Experience: 5 to 7 years of relative experience Salary: 5.5 Lakhs p.a. (Flexible based on profile) Key Skills: Recording Investment and Portfolio management in Tally and PM Software. Basic accounting knowledge with hands-on experience in Tally. Excel & reporting, knowledge of portfolio management software such as M-Profit will be an added advantage.

SEBI IA certification (NISM-Series-X-A and X-B: Investment Adviser Certification) must. Experience in equity research, portfolio management and investment advisory services. Strong financial modelling, equity research, and portfolio management skills Required Candidate profile Comply with SEBI's Principal Officer requirements for Investment Advisors (IA), possess strong equity research & portfolio management skills Prior experience in establishing or managing an IA vertical Education PG: MBA/PGDM in Finance, CA in CA

We are looking for a highly skilled and experienced Quantitative Trading Strategy Analyst to join our team at QuantInsti, a leading provider of quantitative learning solutions in the IT Services & Consulting industry. The ideal candidate will have a strong background in developing and implementing trading strategies using advanced analytics techniques. Roles and Responsibility Develop and maintain complex trading models to optimize portfolio performance. Collaborate with cross-functional teams to identify new business opportunities and improve existing strategies. Analyze market trends and data to inform trading decisions and optimize risk management. Design and implement automated trading systems to execute trades efficiently. Monitor and report on trading performance, providing insights and recommendations for improvement. Stay up-to-date with industry developments and emerging trends in quantitative trading. Job Requirements Strong understanding of financial markets, instruments, and regulations. Proficiency in programming languages such as Python, R, or Matlab. Experience with data analysis tools like SQL, Excel, or Tableau. Excellent problem-solving skills, with the ability to analyze complex data sets. Strong communication and collaboration skills, with experience working with diverse teams. Ability to work in a fast-paced environment, delivering high-quality results under tight deadlines.

Equity Administrator Responsibilities Support day-to-day administration of the companys equity programs, including processing new equity awards, exercises, cancellations and repurchases Maintain data in BOL Merrill Lynch database to ensure accuracy of participant information Respond to employee inquiries regarding equity programs and education while providing excellent service to plan participants at all levels Collaborate with People Operations, Legal and Payroll teams on equity related items as needed Prepare reports for internal partners and respond to ad hoc data requests Assist with development and delivery of employee trainings and communications Requirements 2-4 years of relevant equity administration experience Experience with both Option and RSU/RSA programs Familiarity with U.S. federal and state taxation relating to equity compensation Familiarity with International tax law relating to equity programs Strong analytical, communication and organization skills Sensitivity to employee privacy laws such as GDPR and ability to maintain strict confidentiality Ability to interact with employees at all levels CEP Level I Completion (or in process of obtaining CEP Level I) Strong Excel skills

Job Summary : We are seeking an experienced and detail-oriented Argus Modeling experienced to join our team. The candidate will be responsible for providing financial analysis and modeling support using Argus software for our commercial real estate portfolio for Middle East Team. The ideal candidate should have a strong financial background, excellent analytical skills, and proficiency in working with Argus Enterprise software. Responsibilities : Develop accurate and comprehensive financial models using Argus Enterprise software for existing and potential commercial real estate investments. Support to the Middle East team and working directly with the onsite team. Conduct detailed cash flow analysis, valuations, and sensitivity analysis to assess investment feasibility and performance. Collaborate with the acquisitions and asset-management teams to validate property financials and assumptions. Generate reports and presentations to communicate investment findings and recommendations to stakeholders. Continuously monitor and update property-level financial models to reflect market changes, lease updates, and other pertinent information. Assist in due diligence and underwriting processes, including property financial analysis and market research. Maintain and enhance the integrity of the Argus database by ensuring accurate property data inputs and ensuring consistency across all models. Stay updated with industry trends, market conditions, and best practices related to financial modeling and Argus software. Requirements : Bachelors degree in finance, Real Estate, or a related field. 2 to 8 years of experience in financial analysis and modeling, preferably in the commercial real estate industry. Strong proficiency in using Argus Enterprise software for financial modeling. Excellent quantitative and analytical skills, with a keen attention to detail. Advanced knowledge of Excel, including financial functions and macros. Familiarity with real estate valuation methods and understanding of property-level financials. Ability to multitask and work effectively in a fast-paced environment with tight deadlines. Strong communication skills, both written and verbal, with the ability to articulate complex financial concepts to non-financial stakeholders. Strong teamwork and collaboration skills, with the ability to work effectively in cross-functional teams.

We are looking for high quality talent to join Bernsteins premier Equity Research platform in Asia. We are recruiting for full-time Research Associates. Our research teams are typically only two or three professionals; therefore, you will have a high level of responsibility and be empowered to make an important contribution. As a Research Associate you will: Acquire expertise in your sector working with a Senior Analyst who is a seasoned industry expert. Become adept at in-depth analysis of your industry and companies. Contribute to our highly differentiated written product Build relationships with company managements as well as sales, trading, and institutional clients We make a strong commitment to Associate development and will give you opportunities to gain visibility and incremental responsibility over time. While our culture is intellectually rigorous, it is also very collegial and fun Associates participate in a range of activities including philanthropy, development and leadership programmes, social events, mentoring and annual on- and off-sites. Profile required Our Research Associates typically possess: Track records of outstanding academic performance from leading educational institutions Advanced financial modelling skills including confident knowledge of Excel and/or experience of analysing financial companies Coding Skills is an advantage Outstanding verbal and written communication skills in English Relentless intellectual curiosity and a drive to excel at the highest level Team players who seek a highly rigorous and collegial environment for their career development

We are seeking a highly motivated and analytical junior analyst to join our team. The ideal candidate will have 1-2 years of experience in equity research or a related field, with a strong hold on corporate event investment analysis. This role offers an exciting opportunity to contribute to the research process, gain exposure to various sectors, and develop valuable skills in fundamental analysis. Role & responsibilities Conduct in-depth research and fundamental analysis of companies within assigned sectors, including their performance, operations, industry trends, and competitive landscape. Developing financial models and valuations for companies using methods such as discounted cash flow (DCF), comparable company analysis (CCA), and precedent transactions. Collaborate with senior analysts and portfolio managers to support investment decision-making and portfolio construction. Assist in generating investment recommendations and preparing research reports for internal and external stakeholders. Maintain databases and spreadsheets to track relevant financial data and news. Monitor industry trends, macroeconomic factors, and regulatory developments. Participate in company meetings, industry conferences, and other events to gather insights and stay informed about market developments. Preferred candidate profile Bachelors degree in finance /engineering (with relevant experience in finance) or CA. 1-2 years of experience in equity research in midcap or small cap universe or sell side analyst roles. Strong quantitative and analytical skills, with proficiency in financial modelling and valuation techniques and solid understanding of financial markets. Excellent written and verbal communication skills with a strong commitment to accuracy and quality. CFA or other relevant professional certifications (preferred but not required).

DICKEY ASSET MANAGEMENT PRIVATE LIMITED Job Description for Financial Analyst :- The DHFIN Group comprises of three verticals - Asset Management, Alternative Investment Fund and Financial Advisory. We provide comprehensive financial and advisory services to corporates at various stages of their lifecycle. Our core services constitute buyout and management of stressed assets, the revival of companies under insolvency and liquidation. (website - www.dhfin.in) Office Location : DLF Building No. 5, Epitome Tower B, Phase II, DLF Cyber City, Gurugram, Haryana. Timings: 10:00 AM to 6:30 PM. Working Days: Monday to Saturday (except Second and Forth Saturdays) Expected Date of Joining: Immediate joining Probation Period: 6 months Job Description: We are seeking a highly skilled and detail-oriented Financial Analyst to join our team. The successful candidate will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions. This is a critical role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. Key Responsibilities: 1. Perform financial forecasting, reporting, and operational metrics tracking. 2. Analyze financial data, create financial models, and Credit Notes for decision support. 3. Report on financial performance and prepare for regular leadership reviews. 4. Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. 5. Work closely with the team to ensure accurate financial reporting. 6. Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. 7. Provide analysis of trends and forecasts and recommend actions for optimization. 8. Recommend actions by analyzing and interpreting data and making comparative analyses. 9. Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards. 10. Increase productivity by developing automated reporting / forecasting tools. 11. Perform market research, data mining, business intelligence, and valuation comps. 12. Maintain a strong financial analysis foundation creating forecasts and models. 13. Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description. 14. Candidates should be well versed in the concepts of Macroeconomics, Statistics, and Probability. Candidates should have: 1. Masters degree in Finance, Accounting, or related field/Qualified CA 2. Minimum 2-3 years of experience in finance, accounting, or a related field. 3. Strong analytical and problem-solving skills. 4. Excellent communication and interpersonal skills. 5. Ability to work independently and as part of a team. 6. Strong attention to detail and organizational skills. 7. Proficiency in financial software, such as Excel, Financial Planning and Analysis (FP&A) tools, and accounting systems. 8. NISM-XIX-C/D certification will be preferred. 9. Strong knowledge of financial concepts, including financial statement analysis, budgeting, forecasting, and financial modeling. 10. Knowledge on Investment Analysis and Investment Strategies in stressed assets, other ARCs and AIFs. 11. Working knowledge of financial transactions and corporate structures 12. Willing to travel out station occasionally. Benefits: Competitive salary package Provident Fund, Health insurance, mobile bill re-imbursement and other benefits Opportunities for professional development and growth Dynamic and collaborative work environment 2 leaves Per month till probation period. If you meet the above qualifications and are eager to contribute to a dynamic finance team within a corporate and alternative investment Fund, we encourage you to apply by sending your CV to hr@dhfin.in

You will be a part of the Investments team at Navi, located in Bangalore, responsible for managing the portfolio of investment products such as mutual funds and digital gold. Your role will involve driving equity research and quantitative strategy development to facilitate data-driven investment decisions. Collaborating closely with cross-functional teams, you will contribute to enhancing portfolio performance, delivering actionable insights, and staying updated on market trends through continuous research and innovation. Your responsibilities will include conducting in-depth equity market analysis to identify investment opportunities and risks, developing quantitative strategies and predictive models, and analyzing financial and non-financial datasets for deriving actionable insights. You will collaborate with the data science and portfolio management teams to create and update quantitative models, evaluate factors impacting stock prices, and explore various data sources for improving the quantitative model. Furthermore, you will collaborate effectively with Fund managers, the Data Science team, and other stakeholders to align initiatives with investment goals. You will also be responsible for creating dashboards, reports, and visualizations to effectively communicate findings to investment teams and stakeholders. Additionally, staying updated on market trends, emerging investment opportunities, and advancements in quantitative research methods to introduce new approaches for enhancing the investment process will be crucial. As a successful candidate, you must possess a sound understanding of capital markets, particularly Equity markets, along with a strong grasp of market mechanics and fundamentals. Prior experience in statistical modeling, machine learning, and quantitative analysis techniques is highly desirable. You should have the ability to work under tight deadlines in a competitive environment, strong analytical and problem-solving skills, as well as excellent communication and presentation abilities. In the dynamic and customer-first culture of Navi, you will be empowered to work in a team that builds and improves innovative solutions. The Navi DNA includes traits such as ambition, perseverance, self-awareness, ownership, and integrity. If you are impact-driven, strive for excellence, and embrace change while putting the customer first, you will thrive at Navi.,

We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. KNOW MORE APPLY NOW Position: Senior Manager- Investment Advisory Division Company: DSIJ Pvt Ltd. DSIJ Pvt. Ltd. is India s leading equity research house and publishes the No 1 investment magazine, Dalal Street Investment Journal . With over four decades of expertise in equity markets, DSIJ offers in-depth research reports, stock recommendations, and investment strategies tailored for both retail & HNI investors. Joining DSIJ means becoming part of a reputed brand known for its strong analytical insights and commitment to empowering investors across India. Role Summary: We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. Location: Pune-based role; candidate must reside or be willing to relocate immediately. Key Responsibilities: Drive the investment advisory business division, providing strategic direction and operational oversight. Analyse client requirements thoroughly to determine and recommend appropriate investment strategies. Oversee equity research and portfolio management functions, ensuring alignment with client goals and market trends. Serve as Principal Officer of investment advisory business division as per SEBI regulations. Hire, train, and evaluate team members involved in investment activities, address performance issues effectively. Collaborate cross-functionally (research, compliance, technology, analytics) to enhance investment advisory offerings. Availability and enthusiasm to actively participate in webinars, seminars, client interactions, and industry forums as needed. Requirements: Postgraduate degree (MBA/CA/CFA) with specialization in Finance or Investments strongly preferred. SEBI IA certification (NISM-Series-X-A and X-B: Investment Adviser Certification) mandatory. Minimum 7-10 years of relevant experience in equity research, portfolio management, and investment advisory services. Strong analytical, financial modelling, equity research, and portfolio management skills. Passionate about equity research with an intense commitment towards excellence. Compensation: Competitive remuneration package commensurate with experience and qualifications.

As an Equity Research Analyst, you will be expected to have a strong passion for equity research and possess excellent report writing and modeling skills. Your responsibilities will include preparing quarterly result notes, tracking corporate updates, and independently generating investment ideas through detailed fundamental study. You will also be supporting the lead in fund management activities, assisting in NAV calculations, report generation, and client reporting. Strong communication skills are essential for effective collaboration within the team. Candidates with prior experience in equity research and a CA/CFA qualification would be preferred for this role. Additionally, you will also contribute to investor relations activities as part of your responsibilities.,

Looking for Experience with Investment Banking or Equity Research & should have experience in any of the Industrials Sectors as Mandate. Exp : 7-11 years If interested share your details Shashi:@8297351110 or shashi@livecjobs.com

Responsibilities Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on various industries including TMT, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, among others Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. Structure and/or supervise presentations and projects / transactions related documents Benchmark companies on various financial and operating parameters to analyze the competitive positioning Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create a shortlist Financial analysis with extensive use of databases, filings and other company documents Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Presenting findings of analysis to clients, team members and senior management Conducting detailed quality checks of all outgoing materials Ability to work individually and in the team Skill Requirement MBA (Finance) /Chartered Accountant / CFA Experience of 2-4 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis Strong finance fundamentals and knowledge of financial terminology Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tight deadlines

What this job involves: Floors walk to the assigned locations to check the readiness of beverage vending machine on regular intervals and take Inventory management of the beverage supplies and upkeep of the stores. What your day-to-day will look like: Take reading of the beverage vending machine with the beverage vendor at start and end of day. Inventory management of the beverage supplies and upkeep of the stores. Check and govern the pantry readiness and report to the respective function in case of any abnormality. Water refilling in the floor pantries. Receiving and storing of the bubble top waters in the respective areas. Ensure the Punctuality governance tasks are completed in timely manner. Check the all-floor beverage vending machine and supplies refilled on regular intervals. Weekly deep cleaning activity at the pantry area. Weekly deep cleaning of the water dispensers. Assist F&B team in collecting the food samples during main meal hours. Assist F&B team in checking the required checklist of the vendors. Assis F&B team at the cafeteria during the main meal hours. (BF, Lunch, Dinner, and Midnight snack). Assist F&B team in conducting random checks for the beverage quantity, quality, and temperature. Assist the F&B team during events. Assist then F&B team in checking the waste clearance from vendor counters post all meal services. Water and Tea Coffee service on request to boardrooms and director cabins and events at boardrooms Oversee weekend pest control activity at respective floor pantries.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor Our Global Research team combines unparalleled local insights, global connectivity, and professional integrity to deliver the best investment opportunities to our clients and HSBC stakeholders through fundamental analysis and thought-provoking ideas. Impact on the Business Overlay analytical skills at the stock level with a full understanding of the dynamics at play within the company/sector/region. Maintain a consistent flow of high quality actionable/commercial research product. Interact with company managements and investors. Adhere to the Equity Analyst Scorecard Metrics. All interactions must be correctly logged in the CRM system (Evolve). Customers / Stakeholders To actively engage with clients through meetings/calls To work closely with Research Marketing, sales, sales trading, trading (market makers), to ensure dissemination of information and coordinated flow of information to clients. Proactively improve service to clients with regular calls, meetings and service requests. Proactively contribute to vote collection to get your team and the HSBC research department ranked in targeted external surveys. Leadership Teamwork To work effectively with the Global Research teams across asset classes and regions. Develop our inclusive culture and practices in order to mitigate the effects of unconscious bias in our decision making. Operational Effectiveness Control To understand, and ensure compliance with, all relevant internal and external rules, regulations, and procedures that apply to the conduct of the business in which the jobholder is involved. Particularly in line with the DIM and Employment handbook. Compliance Adherence to Global Research s policies and procedures as laid out in the Desk Instruction Manual (DIM), Functional Instruction Manual (FIM) and any other relevant group policies and procedures. Any FIM dispensations must be formally reviewed and agreed by the jobholder Ensure a strong awareness of risk and reputational risk, both internally and when dealing with clients Observation of Internal Controls Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy. Ensure 100% completion of mandatory and required training on time. Requirements Knowledge and Experience Post Graduate Finance / MBA or equivalent from a reputed university At least 12+ years of equity research experience preferably in the Industrials sector A proven ability to perform independent research Excellent communication (oral and written) skills with the ability to articulate and express views and opinions clearly and definitively Strong team ethics, entrepreneurial mindset and, desire to work within a fast-paced environment Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

The position will be focused on partnership with U.K. and NY stakeholders to primarily perform periodic portfolio and asset level data analysis and reporting to both internal and external stakeholders. The new hire is expected to spend time on iLevel and MDM dependent processes and optimizing existing systems/template setup to create consistent and efficient reporting for Europe region. The key responsibilities are as follows: Key Responsibilities include but are not limited to: Product and Investment Knowledge : Become proficient in Client BREDS Business funds and investments Portfolio Insights : Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio) Valuation Reporting : Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative fund's portfolio to stakeholders Investor Reporting : Populate and update investor and insurance SMA reports on periodic basis and assist stakeholders in producing publishing material and supplementals Special Projects : Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business The position will be focused on partnership with U.K. and NY stakeholders to primarily perform periodic portfolio and asset level data analysis and reporting to both internal and external stakeholders. The new hire is expected to spend time on iLevel and MDM dependent processes and optimizing existing systems/template setup to create consistent and efficient reporting for Europe region. The key responsibilities are as follows: Key Responsibilities include but are not limited to: Product and Investment Knowledge : Become proficient in Client BREDS Business funds and investments Portfolio Insights : Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio) Valuation Reporting : Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative fund's portfolio to stakeholders Investor Reporting : Populate and update investor and insurance SMA reports on periodic basis and assist stakeholders in producing publishing material and supplementals Special Projects : Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business.

About this role: This role is within Corporate & Investment Banking (CIB) team within Wells Fargo India and the supports the structured finance, corporate debt finance and lending department within CIB business covering both large domestic and international clients. The role involves working and supporting an industry leading structured finance department. Specifically, this involves credit analysis/portfolio management support for a large department that lends money to financial institutions. The role also involves review of various client documents, undertaking financial review, credit analysis, writing different types of memos, compiling regular weekly/monthly/quarterly reports, trend analysis, covenant review, ratio calculations, etc. and will require working closely with front office team in the business. The role involves significant opportunities to learn, develop and work as an integral member of the business. In this role, you will: Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to planning related to functional area deliverables Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk tasks and deliverables Receive direction from supervisor and exercise judgment while developing understanding of functions, policies, procedures, and compliance requirements Provide information to managers, functional colleagues and stakeholders Required Qualifications: 6+ months of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired qualifications: Financial statement analysis. Reviewing monthly client reporting to check for completeness & accuracy of financial calculations including covenants. Preparing a summary of the above either in written format or in a common-sized excel format. Maintaining various databases and various spreadsheets for internal reporting. Tracking & reporting on financial trends of the client or loan weve given them. Preparing monthly &/or quarterly decks to report on the above. Job Expectations: At least a B. Com/M. Com or an equivalent qualification. MBA, CA, CFA FRM or an equivalent qualification would be a plus. Up to 2 years' experience in credit analysis, debt or equity research, corporate lending; experience in structured finance (including work on mortgage-backed securities, bond securitizations or collateralized lending), securitization and/or CDF markets related experience with another large bank is desirable. In-depth understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates and/or financial institutions with ability to comprehend key risks. Proficiency in MS Office (Word, Excel & PowerPoint); advanced knowledge of excel, VBA, python, macros, etc. would be a plus. Strong communication skills both verbal and written; ability to speak articulately & strong business writing skills (error free, correct grammar, etc.). High level of personal motivation, strong interpersonal skills to work across continents. Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important). Must be comfortable working independently and as part of a team.

Position: Equity Investments Analyst (Investments focussed Family Office) Role: - Conducting comprehensive research and analysis on companies, industries and market trends to identify investment opportunities. - Preparing detailed equity research reports, including financial models, valuation analyses and investment recommendations. - Collaborating with portfolio managers and other investment professionals to support the investment decision-making process. - Building and maintaining financial models to forecast company performance and assess valuation metrics. - Communicating research findings and investment recommendations through written reports and presentations to internal and external stakeholders. - Attending company meetings, industry conferences and investor presentations to gather information and insights. - Monitoring and analysing financial news, earnings reports and market developments to stay informed about the latest trends and changes. - Role also requires to work on public equity investment opportunities through funds (PMS/AIF/MF). Analyse the fund performance through quantitative & qualitative techniques & write reports on the funds under evaluation. Requirements: - Qualification: CA/ MBA/ CFA. CFA is preferred. - 3-6 yrs of experience. Demonstrable experience as an Equity Research Analyst, Financial Analyst or similar role with a minimum of 3 years in equity research or investment analysis. - Strong understanding of financial markets, investment strategies and valuation methodologies in the Indian context. - Excellent analytical and quantitative skills, with the ability to interpret complex data. Proficiency in financial modelling, valuation techniques and equity research tools (e.g., Bloomberg). - Advanced knowledge of MS Excel and other commonly used financial software. - Strong written and verbal communication skills, with the ability to present complex information clearly and concisely. High level of attention to detail and accuracy in work. - Ability to work independently and collaboratively in a fast-paced environment. Location: Hyderabad This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on Investments

Position: Lead - Listed Indian Equity Investments (Large Family Office) Role: - Will lead the family office's investments in listed Indian Equity Stocks, mainly large cap stocks - Will work on tracking the Indian macro environment/ politico-economic environment and coming up with specific investment themes - Regularly evaluate investment opportunities in the Indian large cap listed equity space - Work closely with Promoters by pitching specific investment themes - Provide fundamental company specific investment research including business, commercial and financial due diligence on potential Indian listed companies - Providing regular reports and metrics on portfolio companies to key stakeholders - Track allocations, market valuations, and fund/asset performance, flagging under-performance and recommending exits or switches. - Provide analytical support to the stakeholders on business assessment, strategic initiatives, market developments/trends as well as regulatory changes with the objective of ensuring a sustainable investment portfolio - The family office listed equity investments will mainly focus on large cap stocks Requirements : - MBA/ CA - 7-14 years of financial services experience in Equity Research or fund management preferably at a research house / asset management company/ PMS/ family office - Incumbent should be analytical and detail-oriented, collecting, analyzing and interpreting data from a top-down and bottom-up perspective for equity investment strategies - Ability and interest to interact with C-suite and key stakeholders at public companies - Experience of investing/ conducting research across sectors will be required - The ideal candidate has a strong interest in economics, politics, business assessment, strategic initiatives, monitoring of market developments/trends as well as keeps himself/herself up to date on regulatory as well as climate change related objectives, ultimately to benefit an active investment management approach - Entrepreneurial attitude, willingness to think outside the box - Exceptional problem solving skills using analysis, sound logic and judgement, evaluate alternatives and recommend options and scenarios - Good oral and written English communication skills Location : Hyderabad This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on investments

Job Description About this role: Wells Fargo is seeking a Senior Equity Research Analyst. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow In this role, you will: Serve as an individual contributor role in the Global Research and Economics Group supporting Wells Fargo Securities Be responsible independently or as part of a team for research direction of industries, markets, and companies Provide research coverage with a wide knowledge of the business, marketplace, and clients Engage business to provide exceptional service to clients Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Desired Qualifications: Academic qualifications MBA / master's in finance from a premier educational institution / CFA / CA 4 years of Equity Research experience. Industrial Sector experience is preferred The candidate must be flexible to switch sectors as per business needs Working with an industry leading Sell Side Equity Research team Support lead Analyst in thematic and cross sector research Gathering and analyzing large data sets from a variety of sources including company reports and online databases for conversion to crisp research reports Building & operating complex financial models for company valuation purposes Updating live earnings models, conference call analysis and earnings note writing Create and maintain industry databases Writing thematic research reports Work independently on complex projects and deliver high quality projects Strong knowledge of accounting and financial concepts - including understanding of financial and valuation ratios Ability to read through financial reports, news, investor presentations, and transcripts and identify key information Competence in using key databases - Bloomberg, FactSet etc., including familiarity with extracting data using formulas Financial Modeling: Updating financial models for Earnings, M&A, Restructuring, Initiation etc Strong Investment Research Writing Skills:Ability to write investment research notes covering earnings reports, sector thematic notes and outlook notes Ability to proficiently use Microsoft Office Applications Advanced level of Excel and PowerPoint ability. Python, Excel VBA programming would be an added advantage Sufficient proficiency in English and ability to communicate effectively with key stakeholders globally

Qualifications : Experience required: Relevant experience in requirement gathering, financial modelling, cash flow preparation etc. Must Haves: Immediate Joiners are preferred. Good communication skill. Good command on Excel and financial modelling. Good command on Power point. Key Roles & Responsibilities: Assist Senior members of team at every stage of deal from sourcing to conclusion Requirement gathering & preparation of financial model as required during various stage of deal Preparation of various presentations, Information memorandums and deck as & when required for deal origination, sourcing and conclusion Co-ordination between clients, financial institutions for day-to-day service, compliance for Real Estate Developers Deal origination with help of senior member of teams Accompany senior members of the team for meetings as & when required to assist

Seeking candidates from equity research domain with 3 to 7 Years of experience Contact/Whatsapp +919154254764 / evelyn@livecjobs.com *JOB IN HYDERABAD/ GURUGRAM* Required Candidate profile - Education MBA/CFA/CA from tier 1 colleges - Expertise in building financial models and perform valuations-related analysis - Candidates from Oil & Gas sector will be highly preferred