462 Equity Research Jobs - Page 8

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

Position Overview We are seeking a dynamic Investor Relations Manager to join our leadership team and drive strategic communication with our investor community. This role is critical in maintaining transparent, effective relationships with existing investors while supporting public market investors and corporate development activities. Key Responsibilities Investor Communication & Reporting Develop and maintain comprehensive investor communication strategies Prepare quarterly and annual investor reports, presentations, and financial updates Coordinate and facilitate investor calls, board meetings, and annual general meetings Create investor pitch decks and due diligence materials Manage investor inquiries and ensure timely, accurate responses Financial Analysis & Strategy Collaborate with finance team to ensure accurate financial reporting and forecasting Analyze market trends, competitive landscape, and industry benchmarks Support valuation exercises and financial modeling for strategic initiatives Monitor and report on key performance indicators and business metrics Stakeholder Management Build and maintain strong relationships with institutional investors, research analysts and key personnel from the investor community Coordinate with secretarial, legal, compliance, and finance teams on regulatory requirements Manage relationships with investment bankers, analysts, and financial advisors Support CEO and CFO in investor meetings and strategic discussions Facilitate communication between management team and investors. Plan and facilitate field visits between investors and our customers Market Intelligence & Corporate Development Monitor industry trends and competitive intelligence Assist in corporate governance and compliance matters Maintain investor database and communication tracking systems Required Qualifications Bachelor's degree in Finance, Business Administration, Economics, or related field MBA or CFA certification preferred 3-8 years of experience in investor relations, investment banking, equity research, or corporate finance Prior experience in technology sectors highly preferred Experience with startup or high-growth company environment Technical Skills Strong financial modeling and analytical capabilities Proficiency in PowerPoint, Excel, and financial reporting tools Experience with investor relations platforms Knowledge of capital markets, valuation methodologies, and financial instruments Understanding of regulatory requirements and compliance frameworks Core Competencies Excellent written and verbal communication skills Strong presentation and public speaking abilities Analytical mindset with attention to detail Ability to work under pressure and manage multiple priorities Strategic thinking and problem-solving capabilities Personal Attributes Entrepreneurial spirit and adaptability in fast-paced environment Strong relationship-building and networking skills

Associate Manager Investment Research and Advisory- 5 Years – Noida Location : Noida An exciting opportunity for investment research professionals to work in a high-impact, analytical role supporting top-tier global clients. This role is ideal for individuals with deep expertise in financial modelling, valuation, and equity research looking to lead teams and manage diverse global mandates. Your Future Employer- A global research and advisory firm with over two decades of excellence in delivering financial intelligence and insights to leading financial institutions across North America, EMEA, and APAC. Responsibilities Lead and manage equity research and valuation projects including ICRs, sector updates, DCF, LBO, and comparable models. Coach and review the output of junior team members to ensure quality deliverables under tight deadlines. Build strong understanding of client business models, geographies, sectors, and research objectives. Conduct deep-dive secondary research and financial analysis to support investment decisions. Create financial models, perform ratio analysis, and prepare reports like information memorandums and investor presentations. Requirements CA / CFA / MBA (Finance) with 5+ years of experience in equity/investment research. Proficient in financial modeling techniques including DCF, LBO, SOTP, and comparable company analysis. Strong command over financial statements, valuation methods, and financial ratios. Hands-on experience with tools such as Bloomberg, Capital IQ, Factiva, Merger Market. Exceptional communication, data interpretation, and stakeholder management skills. What is in it for you Direct interaction with global investment banks and buy-side firms. High visibility leadership role with opportunities to mentor and grow teams. Exposure to complex and high-value transactions across sectors and geographies. Fast-paced and intellectually stimulating environment with strong learning curve. Reach Us- If you think this role aligns with your career aspirations, kindly write to us along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion on the opportunity. Disclaimer- We specialize in mid to senior-level hiring across domains. This opportunity is with one of our esteemed clients. We are committed to diversity and equal opportunity hiring. Note- We receive a large volume of applications, and will contact you within 7 days if your profile matches the requirements. Profile Keywords- Equity Research Jobs, Financial Modelling Jobs, CFA Jobs, MBA Finance Jobs, Associate Manager Research, DCF LBO Modelling, Investment Research, Noida Finance Jobs, Secondary Research, Financial Services Jobs, Gurgaon Jobs, Research Advisory, Crescendo Global

Analyst/Associate M&A, Mumbai/Delhi/Bengaluru Position / Job Title Analyst Merger & Acquisition Reporting To (Title) SBU Head Experience Candidate must have minimum 1-2 years of experience in financial sector/equity research house and Investment banking firms. Being a key member of chairman s office or work closely with senior management is preferred. Qualification MBA/PGDM -Finance from premier Institute CA/CFA (with Articleship experience from Big 4 accounting firms) Functional Competency Financial Modeling Valuation Analysis Due Diligence Excellent Business development Skills Strong Customer Relationship Management Behavioral Competency Team Player Having an eye for detail Passion for analytical finance Excellent in organisation skills and work ethic Excellent oral and presentation skill Ability to work on several assignment concurrently within a past paced environment Mumbai/Delhi/Bangalore Business Investment Banking Job Purpose About Us Singhi Advisors is a professionally run, home grown Global Investment Banking Organisation providing M&A Advisory & Corporate Finance services for the last 30 years. Having transacted with over 1000 corporates across multiple sectors in diverse geographies and keeping up with its identity for Diversity in Deal Making , Singhi Advisors has a successful track record of domestic & cross border M&A s under most adverse situations, dealing with home grown corporates to fortune 500 companies & MNC s. Currently operating out of 4 locations in India Mumbai, Delhi, Bangalore, and Pune Singhi Advisors is ranked amongst the top 5 M&A advisory firms in India. To further strengthen our Team of Entrepreneurs (50 professional team currently) and to steer Singhi Advisors to its next level of growth, we wish to strengthen our organisation by inducting an experienced and self-motivated Corporate Marketing professional, who can take an independent charge of Principal accountabilities Support Activities Strategy 1. Responsible for executing business development strategies for target sectors / clients, for M&A products/deals 2. Lead the preparation of investment memoranda and presentations for management and the board of directors 3. Assist SBU Head with the development of boarder strategic initiatives. 4. Managing and conducting quantitative and qualitative analysis of complex data 5. Responsible for developing details sector reports and its updation Research and Prospecting 1. Monitor industry M&A development as assess implications for Singhi Advisors 2. Work with senior team member/SBU to identify and evaluate potential acquisition and investment opportunities 3. Researches and approaches merger and acquisition targets through multiple channels inclusive of internet prospecting, employee referral, networking, database searches, internet ads etc. 4. Development of various types of financial models to value debt and equity for mergers and acquisition 5. Conduct preparation and review of material used in the financing of clients, including of investment memoranda, management presentations and pitchbooks. 6. Create presentations for clients portfolios and ensure monthly submission Analytics 1. Execute industry analysis of prospects by gathering information about growth, competitors and market share possibilities 2. Responsible and coordinate for due diligence, analysis and documentation of live transactions 3. Responsible for submitting reports of analysis of company fundamental and financial statements 4. Initiates the tracking of key metrics and support overall project management of M&A transaction, including facilitation of cross functional teams for purpose of due diligence, valuation, negotiations and internal approval 5. Assist with the preparation and presentation of materials supporting M&A strategy to SBU Head and internal stakeholders (If required) 6. Participate in legal negotiations regarding transaction related contracts with external counsel Collaboration 1. Develop deep understanding of identified sectors with high M&A potential and building relationships with key players and decision makers in that sector 2. Maintain healthy relations during the period of M&A Deal from formulation to execution ensuring future business potential 3. Works collaboratively with senior leadership team to identify ne Mandates 4. Responsible for presenting Monthly SBU MIS

1. Candidate must have a minimum of 5-7 years of experience in financial sector/equity research house and Investment Banking firms. 2. Worked closely with senior management is preferred. MBA/PGDM -Finance from premier Institute CA/CFA (with Articleship experience from Big 4 accounting firms) Excellent Business development Skills Strong Customer Relationship Management Possess leadership qualities Team Player Having an eye for detail Passion for analytical finance Excellent in organisation skills and work ethic Excellent oral and presentation skills Ability to work on several assignments concurrently within a fast paced environment Job Purpose About Us Singhi Advisors is a professionally run, homegrown Global Investment Banking Organisation providing M&A Advisory and Corporate Finance services for the last 30 years. Having transacted with over 1000 corporates across multiple sectors in diverse geographies and keeping up with its identity for Diversity in Deal Making , Singhi Advisors has a successful track record of domestic and cross-border M&A s under the most adverse situations, dealing with homegrown corporates to Fortune 500 companies and MNC s. Currently operating out of 4 locations in India Mumbai, Delhi, Bangalore, and Pune Singhi Advisors is ranked among the top 5 M&A advisory firms in India. To further strengthen our Team of Entrepreneurs (50 professionals currently) and to steer Singhi Advisors to its next level of growth, we wish to strengthen our organisation by inducting an experienced and self-motivated Corporate Marketing professional, who can take an independent charge of. Principal accountabilities Support Activities Strategy 1. Responsible for executing business development strategies for target sectors and clients for M&A products and deals 2. Lead the preparation of investment memoranda and presentations for management and the board of directors 3. Assist the SBU Head with the development of border strategic initiatives. 4. Managing and conducting quantitative and qualitative analysis of complex data 5. Responsible for developing detailed sector reports and its updates Research and Prospecting 1. Monitor industry M&A development and assess implications for Singhi Advisors 2. Work with senior team member/SBU to identify and evaluate potential acquisition and investment opportunities 3. Researches and approaches merger and acquisition targets through multiple channels, inclusive of internet prospecting, employee referral, networking, database searches, internet ads, etc. 4. Development of various types of financial models to value debt and equity for mergers and acquisitions 5. Conduct preparation and review of material used in the financing of clients, including investment memoranda, management presentations, and pitchbooks. 6. Create presentations for clients portfolios and ensure monthly submission Analytics 1. Execute industry analysis of prospects by gathering information about growth, competitors and market share possibilities 2. Responsible and coordinate for due diligence, analysis and documentation of live transactions 3. Responsible for submitting reports of analysis of company fundamentals and financial statements 4. Initiates the tracking of key metrics and supports overall project management of M&A transactions, including facilitation of cross-functional teams for purpose of due diligence, valuation, negotiations and internal approval 5. Assist with the preparation and presentation of materials supporting M&A strategy to SBU Head and internal stakeholders (If required) 6. Participate in legal negotiations regarding transaction-related contracts with external counsel Collaboration 1. Develop deep understanding of identified sectors with high M&A potential and build relationships with key players and decision-makers in that sector 2. Maintain healthy relations during the period of M&A Deal from formulation to execution, ensuring future business potential 3. Works collaboratively with senior leadership team to identify new Mandates

As a Process Associate Record to Report (R2R), you will be responsible for Recording and posting financial transactions of individual business units and in preparing reports of the financial transaction. You should be flexible to work in shifts. Your primary responsibilities include: Coordinate all accounting activities associated with Record to Report Recognize potential threats and suggest suitable actions Adhere to SLAs and timelines Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Commerce graduate with a focus on General Accounting Ability to undertake activities of general ledger, Inter-Company transactions, reconciliation, and fixed asset Working knowledge of basic accounting and accounting principles Proficient in addressing quires and taking follow-up actions Preferred technical and professional experience Proficient in MS Office applications Self-directed and ambitious achiever Meeting targets effectively Skilled in thriving under deadlines and contributing to changemanagement Showcasing strong interpersonal teamwork

As a Process Associate – Record to Report (R2R), you will be responsible for Recording and posting financial transactions of individual business units and in preparing reports of the financial transaction. You should be flexible to work in shifts. Your primary responsibilities include: Coordinate all accounting activities associated with Record to Report Recognize potential threats and suggest suitable actions Adhere to SLAs and timelines Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Commerce graduate with a focus on General Accounting Ability to undertake activities of general ledger, Inter-Company transactions, reconciliation, and fixed asset Working knowledge of basic accounting and accounting principles Proficient in addressing quires and taking follow-up actions Preferred technical and professional experience Proficient in MS Office applications Self-directed and ambitious achiever Meeting targets effectively Skilled in thriving under deadlines and contributing to changemanagement Showcasing strong interpersonal teamwork

Equity research professional with 3–8+ years in capital markets, skilled in financial modeling, industry/company analysis, idea generation, and supporting investment decisions across mid/large caps. Required Candidate profile 3-8 Years of equity research experience preferably buy-side into Indian Equities, preferably into sectors - Capital Goods, Defence, Power, Infra, IT

Responsibilities: * Conduct fundamental research on companies * Present findings through clear financial models and reports * Market Monitoring & Idea Generation * Investment Research & Stock Analysis * Company Interactions * Portfolio Monitoring

OVERVIEW The Insights product is a new offering for Guidepoints Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https: / / www.guidepoint.com / insights / #tea m This position will be expected to work adjusted hours as per the EMEA working hours. WHAT YOU LL DO: Content Creation and Research Coverage: Monitor a coverage universe of public and private companies within a specific sector in the EMEA region. You will cover the sector across multiple asset classes and structures Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ownership for the call by vetting experts relevance to Insights Teleconferences and ensuring their profiles accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients WHAT YOU HAVE: Bachelor s degree or Master s degree 6+ years of work experience at a financial services or research firm with a focus on consumer and Industrials, Materials & Energy (IME) sector. Coverage or Knowledge of Global Markets will be a plus Understanding of the institutional buy-side / sell-side research and investing workflows Ability to work in a fast-paced entrepreneurial environment; Effective time management and organizational skills Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals Fluent in English, both written and verbal. Knowledge of additional regional languages, relevant to coverage markets, would be a plus WHAT WE HAVE: Competitive compensation Employee medical coverage Central office location Entrepreneurial environment, autonomy, and fast decisions Casual work environment About Guidepoint: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.5 million experts and Guidepoint s 1,300 employees worldwide, we inform leading organizations research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-VD1 #LI-HYBRID

Overview: The Insights product is a new offering for Guidepoints Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https: / / www.guidepoint.com / insights / #team . This position can be remote. Ideal candidates MUST be comfortable working US hours. What You ll Do: Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors including tech/media/telecom, consumer, industrials/materials/energy, healthcare and financials Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter Finalize scheduling and call logistics details directly with experts What You Have: Bachelor s degree or higher with strong academic record is required 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation Prior experience in cold calling and sending cold emails, generating leads would be great Ability to work US Shift hours (5pm to 2am IST) Excellent communication and interaction skills, including demonstrated written and verbal abilities in English Proactive, result-driven, initiative and ability to go the extra mile Able to deliver excellent service to clients and surpass their expectations within tight timelines Demonstrated ability to work in a team atmosphere but also independently Desire to learn about the business and to work in a fast-paced entrepreneurial environment What We Offer: Competitive compensation Employee medical coverage Central office location (Mumbai BKC) Entrepreneurial environment, autonomy, and fast decisions Casual work environment Meritocracy based culture About Guidepoint : Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.5 million experts, and Guidepoint s 1,300 employees worldwide we inform leading organizations research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #LI-VD1 #LI-Hybrid

About Groww: We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo. Are you as passionate about defying conventions and creating something extraordinary as we are? Let s chat. Our Vision Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians. Our Values Our culture enables us to be what we are India s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves. The values that form our foundation are: Radical customer centricity Ownership-driven culture Keeping everything simple Long-term thinking Complete transparency Roles and Responsibilities: 1. Brainstorming content ideas for trading channels across platforms (YouTube, Instagram, Twitter) 2. Making sure all content pieces are posted on time and adhere to the schedule 3. Communication between creators, editing team, etc so that videos are ready on time to be posted 4. Handling and storing critical data points in an organized manner Expertise and Qualifications: 1. Should know stock trading in and out (Futures, options, option strategies, Equity trading, etc) 2. Ideally should be a trader himself/herself or should have traded in the instruments mentioned above 3. Should be able to maintain data points so that they can be extracted whenever needed and be well versed with google sheets etc

Position Research Analyst Consumer Durables/ Capital Goods/ Power Job Description / Responsibilities Tracking key fundamental and industry data for the companies within the assigned sector Generate equity research reports such as Initiating Coverage, Sector thematic, Quarterly result updates of companies, Event updates, etc. Be part of a well reputed established research team serving domestic and foreign institutional investors, and other relevant investor segments Interact with analysts/FMs in domestic and foreign institutional investors Job specific skills Applicants should have Excellent oral & written communication skills Strong client relationships, endorsed by votes from large domestic and foreign institutional investor Strong relationship with company managements within the sector of expertise/focus Well versed with use of databases such as Bloomberg, CMIE, Reuters, Factset, etc. Ability to work independently and also as part of a team Post Graduate, with preference for MBA /CFA / CA or equivalent from recognized Universities in India/overseas. Valid NISM Series XV certification required. CTC OFFERED Compensation will not be limiting factor for the right candidate and will be discussed on a case by case basis. for the post of Research Analyst in the subject. Applications with any other subject will not be accepted.

Position Overview: We are looking for an Equity Research Analyst specifically for BFSI sector in our research team. The analyst will conduct detail research on various companies / industries and will be responsible for publishing the reports in timely manner. Role & responsibilities: Publishing the detailed research on companies/ industries and able to express views in respective companies/ sector through Initiating coverage, company updates, quarterly reports etc. Conduct in depth analysis of company financials, Industry research Able to build coverage of assigned sector and generate medium to long term investment ideas Report and discuss investment ideas with Head of Research Discuss stock ideas with various HNIs/UHNIs/Family office/PMS Will have to conduct on ground research by visiting dealers, distributors, company across India and publish relevant stock idea report on the same. Will participate regularly in conducting educational series with dealers/ clients. Preferred candidate profile: MBA/ CA/ CFA with minimum 2 years of relevant experience in BFSI Sector Proficiency in Excel and financial modelling. Must have knowledge of various valuation methods Relative, DCF, SOTP Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Strong interest in financial markets and investment analysis. Excellent written and verbal communication skills. Detail-oriented with a proactive and collaborative approach to work.

Posted On 16th May, 2025 : RoleandResponsibilities Executionanddeliveryofvaluationengagements. Planningandmanagingteamdeliveriesandallocations. Managingateamwhilebeingaccountablefortheprogressionandreportingoftheengagementtothesenior membersoftheteam. Responsibleandaccountableforqualitycontrolandaccuracyofdeliverables. Communicateseffectivelywithclientsandtheabilitytocommunicatefindingseffectively. Overseesmultiplevaluationandconsultingengagementssimultaneously. Writescomplexvaluationreportsandeffectivelysummarizesanalysesandconclusions. Workscollaborativelywiththeteamandisapositivecontributortothefirmsculture. Leads,trains,andmentorssenioranalysts,analysts,andotherassociateswithintheteam. Planningforinternalandexternaltrainingfortheteamspersonalandprofessionaldevelopment. Provideinputsonmatterssuchashiringnewstaff,productionflowandotherimportantoperationalneeds. Workingknowledgeofthebelowwillhaveapreference EquityIncentiveAwards(ASC718andIRC409A) Gift&EstateTaxValuations BusinessCombinations(ASC805) EmbeddedDerivatives(ASC815) PortfolioValuations/FairValueMeasurements(ASC820) Buildingfinancialandforecastingmodelsfromscratchwillbepreferred Desired Profile / Criteria / Skills : MBA(PremierB-School) , MS(Finance),CAand/orCFA(CFAInstitute,US);and c ertificationsincludingCVA,ASA,and/orABVpreferred. M i n i m u m 4 y ears o f v a l u a t i o n a nd / o r c on su l t i n g e x p er i en c e. E xper i en c e wo r k i n g i n a l ead i n g v a l u a t i o n f i rm w i l l h a v e a p refer e n c e. A b i l i t y t o l ead a t ea m . Abilitytoeffectivelycommunicatewiththeteam,seniors,andclients;and E x c e ll ent qu a n t i t a t i v e, a n a l y t i c a l , wr i tt en, a n d p res e n t a t i o n sk ill s . Offered Benefits / Facilities : 5 Days working Medical Insurance Key Skills : Company Profile Company is an ISO certified firm engaged in providing valuation, advisory, accounting, and taxation services to US-based consulting and advisory firms. Founded in April 2012, They are a team of accomplished senior-level professionals based out of Ahmedabad, Bengaluru, Gurugram, Indore, Mumbai, and Noida.

Posted On 16th May, 2025 : The role involves working on business valuation assignments for U.S. and global clients, including 409A valuations and Business Enterprise Valuations (BEVs). The ideal candidate should possess strong analytical abilities, financial modeling expertise, and excellent communication skills to interact with clients and manage multiple projects efficiently. 1) Client Communication & Diligence Engage with clients to understand data requirements and valuation scope. Communicate effectivelyboth written and verbalto gather and clarify inputs. 2) Project Management & Execution Handle multiple valuation projects simultaneously and ensure timely delivery. Review and validate financial models, valuation reports, and client deliverables. Maintain up-to-date project documentation, including emails, file management, and research tracking. 3) Technical Expertise Perform valuations for financial reporting, tax, and transaction advisory purposes. Worked on 409A valuations and Business Enterprise valuations (BEVs). Utilize valuation databases such as Capital IQ (CIQ), PitchBook, and other financial research platformsfor benchmarking and analysis. 4) MIS & Reporting Track project status and maintain project trackers for internal and client reporting. Ensure timely updates and documentation of valuation workflows. Required Skills : 2+ years of experience in valuation, financial modeling, and advisory services. Strong understanding of valuation methodologies (DCF, market multiples, precedent transactions,etc.). Hands-on experience with valuation databases like Capital IQ, PitchBook, and Bloomberg. Proficiency in financial modeling and analysis using Excel. Ability to multitask, prioritize projects, and meet tight deadlines. Excellent written and verbal communication skills. Strong attention to detail and problem-solving abilities. Why Join us Work on high-impact valuation assignments. Gain exposure to complex valuation and financial analysis pro j ects Hybrid work environment with career growth opportunities. 5 days working Medical Insurance Key Skills : Company Profile Company is an ISO certified firm engaged in providing valuation, advisory, accounting, and taxation services to US-based consulting and advisory firms. Founded in April 2012, They are a team of accomplished senior-level professionals based out of Ahmedabad, Bengaluru, Gurugram, Indore, Mumbai, and Noida.

Analysing companies: Preparing financial models, analysing companies, and valuing them Tracking events: Monitoring global markets, including equity markets, and analysing their effects on local stock markets Tracking stock movements: Tracking daily and monthly stock movements, and analysing reasons for them Tracking news: Keeping up with daily news, including political announcements, company announcements, and cabinet decisions Building Screeners: Developing Screeners to identify potential stocks for further research Automation: Strong understanding of the latest tools to automate the stock screening and research process Research reports: Writing reports on stock analysis, Industry analysis and stock markets Product Notes: Writing a detailed Product Note with all information including data to support the strategy Systems: Good understanding of the Trading Systems and trade execution process to limit latency and slippages Collecting data from various sources, such as financial reports, public databases, and surveys Analysing data using statistical tools and analytical methods Identifying trends, patterns, and insights Preparing presentations to summarize findings and analysis Providing insights to support decision-making processes Managing research project Investment Management: Oversee the development and implementation of investment strategies and asset allocation models. Monitor market trends and economic indicators to make informed investment decisions. Ensure adherence to the firms investment policies and risk management guidelines. Compliance and Risk Management: Ensure the firms practices comply with SEBI regulations and other relevant legal requirements. Conduct periodic audits and reviews to maintain high standards of regulatory compliance. Implement and monitor internal controls to manage and mitigate risks effectively. Qualifications: Bachelors degree in finance, economics, business administration, or a related field; advanced degrees (MBA, CFA, CFP) preferred. Ability to consume, distill large quantities of information and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc. Relevant experience in mathematics, statistics, computer science, or finance preferred NISM Series XV and Series X A&B certification Minimum of 2-5 years of experience in stock analysis and selection Deep knowledge of SEBI regulations and compliance requirements. Proven ability to develop and execute strategic initiatives. High ethical standards and a commitment to acting in clients' best interest

As a Research Analyst at FinnovationZ, you'll research and simplify complex financial topics like stock markets, IPOs, and scams for our 2.5 million+ subscribers. You'll work closely with the content team to transform data into engaging video content, helping educate our audience on finance trends and insights. Responsibilities Conduct in-depth research on financial scams, IPOs, company fundamentals, and stock markets. Analyze financial reports and industry data for actionable insights. Collaborate with content teams to present research in video format. Stay updated on market trends and financial news. Qualifications Degree in Finance, Accounting, Economics, or related field. NISM Research Analyst Certification (preferred). Strong analytical skills and understanding of financial statements. Critical thinking and ability to simplify complex topics. Proficiency in MS Excel.

Build and manage relationships with global investors through events, roadshows, and communications. Support portfolio companies in fundraising, operations, and compliance, while maintaining investor databases and CRM tools.

We are seeking lead analysts from domestic sector who are working in Banking and NBFC 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.

Client-Centric Approach Analytical Skills Communication Skills Strategic Thinking Fintech Knowledge Customer Focus Results-Driven Detail-Oriented Communication Documentation Management Problem Resolution Relationship Building Confidentiality Description About Us: UnPay is a dynamic and innovative FinTech company dedicated to providing top-notch financial services. As part of our commitment to exceptional customer service, we are seeking a detail-oriented and experienced Dispute Resolution Specialist to join our team. Responsibilities: 1. Dispute Management: Investigate and resolve customer disputes in a timely and efficient manner. Analyze transaction data and communication records to understand the nature of disputes. 2. Chargeback Handling: Manage chargeback cases and collaborate with relevant stakeholders to gather necessary documentation. Work closely with financial institutions and payment processors to address chargeback inquiries. 3. Customer Complaint Resolution: Handle customer complaints related to financial transactions or services. Communicate with customers to understand their concerns and provide clear explanations of resolution processes. 4. Documentation Review: Review and assess supporting documentation, including transaction records and customer communications. Ensure accuracy and completeness of information related to dispute cases. 5. Collaboration: Collaborate with internal teams, including Customer Support, Risk Management, and Finance, to address and prevent disputes. Communicate effectively with external partners, such as banks and payment processors. 6. Reporting: Generate and maintain reports on dispute resolution activities. Provide insights and recommendations for process improvements based on data analysis. Qualifications: Bachelors degree in Business, Finance, or a related field. Proven experience in dispute resolution, chargeback handling, or a similar role within the financial services industry. Strong understanding of financial transactions and payment processes. Excellent analytical and problem-solving skills. Effective communication and negotiation abilities. Detail-oriented with a focus on accuracy and documentation. Familiarity with relevant regulations and compliance standards.

Cantor Fitzgerald is looking for Analyst 1 - Property Intelligence to join our dynamic team and embark on a rewarding career journey Analyze real estate data for trends and insights Assist in creating property valuation reports Support market research and competitor analysis Maintain property intelligence dashboards

Role The role involves supporting the investment research team of a nowcasting service provider Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Handle bespoke research tasks and maintaining sector databases Candidate Profile Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling will be advantageous Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst Role The role involves supporting the investment research team of a nowcasting service provider Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Handle bespoke research tasks and maintaining sector databases Candidate Profile Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling will be advantageous Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst

Role The role involves supporting the investment research team of a nowcasting service provider The role involves leading a team and proactive communication and out of the box thinking for building more efficiency in tthe process Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Strong understanding of macro economic indicators Handle bespoke research tasks and maintaining sector databases Candidate Profil e Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling on US companies across consumer and industrial sectors will be advantageous Ability to handle a team and critial thinking is a must Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst Knowledge of python, or other automation tools is advantageous Role The role involves supporting the investment research team of a nowcasting service provider The role involves leading a team and proactive communication and out of the box thinking for building more efficiency in tthe process Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Strong understanding of macro economic indicators Handle bespoke research tasks and maintaining sector databases Candidate Profil e Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling on US companies across consumer and industrial sectors will be advantageous Ability to handle a team and critial thinking is a must Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst Knowledge of python, or other automation tools is advantageous

1. Candidate should have depth knowledge of Equity Market 2. Knowledge of Equity Research and Balance Sheet Analysis 3. Have managed the Investment portfolio, specifically Equity 4. Should have good communication skill Job Location: BKC