314 Equity Research Jobs - Page 9

Key Responsibilities: Platform Development & Implementation: Lead the development of the investment platform, building robust, scalable, and secure applications. Collaborate closely with the founders to translate business requirements into technical solutions. Collaborate with external vendors & third party SAAS providers for seamless integration Design & implement intuitive user interaction flows. Key Product Modules: Portfolio Construction: Develop modules related to portfolio analysis, buy/sell timings, performance reporting, and decision analytics. Investment Analysis: Build pre-created comp sheets, Excel model integrations, and research module updates. Company Selection: Implement screener modules, operational metric scrapes, and data integration from public sources and sell-side inputs. Decision/Meeting Journal: Integrate meeting notes, research modules, and AI-based decision-support tools. Data Integration: Implement API integrations with public data sources (e.g., AMFI, BSE) and proprietary Excel models. Facilitate trade-data integration for performance analysis and analytics. AI & Automation: Develop AI features for query suggestions, research summarization, and decision analytics. Automate data scraping and report generation processes. Qualifications: Bachelor's degree in Computer Science, Engineering, or related fields. 3+ years of hands-on software development experience, preferably in fintech or investment-related platforms. Strong coding skills in Python, JavaScript, React, and related technologies. Experience with API integrations, data pipelines, and database management. Familiarity with AI-driven applications and RAG-based research portals is a plus.

KEY ROLES & RESPONSIBILITIES Support an equity research analyst of a US-based sell-side firm tracking the US oil & gas sector Build end-to-end financial models for initiating coverage; update models for earnings and events Contribute to initiation notes, earnings notes and other notes Search and aggregation related to sector and companies Provide data and analysis based on various client requests Build and update sector databases Prepare and update marketing presentations Work on wall-crosses assignments Use data sources such as Factset and Bloomberg FUNCTIONAL & BEHAVIOURAL KNOWLEDGE Keen understanding of financial analysis Excellent knowledge of accounting and valuation concepts Excellent MS-Excel skills Ability to write research reports Excellent client management and communication Ability to think and work independently Strong time management skills MINIMUM & PREFERRED EDUCATION MBA (Finance) from reputed institute / CA / CPA is essential Progress towards CFA (US) would be preferred MINIMUM & PREFERRED EXPERIENCE / SKILLS Prior experience of minimum 2 years in equity research, any sector Roles and Responsibilities KEY ROLES & RESPONSIBILITIES Support an equity research analyst of a US-based sell-side firm tracking the US oil & gas sector Build end-to-end financial models for initiating coverage; update models for earnings and events Contribute to initiation notes, earnings notes and other notes Search and aggregation related to sector and companies Provide data and analysis based on various client requests Build and update sector databases Prepare and update marketing presentations Work on wall-crosses assignments Use data sources such as Factset and Bloomberg FUNCTIONAL & BEHAVIOURAL KNOWLEDGE Keen understanding of financial analysis Excellent knowledge of accounting and valuation concepts Excellent MS-Excel skills Ability to write research reports Excellent client management and communication Ability to think and work independently Strong time management skills MINIMUM & PREFERRED EDUCATION MBA (Finance) from reputed institute / CA / CPA is essential Progress towards CFA (US) would be preferred MINIMUM & PREFERRED EXPERIENCE / SKILLS Prior experience of minimum 2 years in equity research, any sector

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure 1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

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.

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.

We are looking for a Cricket Analyst who is passionate about the game and can analyze cricket matches, player performances, and team strategies using data-driven insights. Key Responsibilities. Use data analytics tools to assess team and player strengths, weaknesses, and patterns. Generate detailed reports and insights for our media platforms. Stay updated with the latest cricket news, trends, and rule changes. Collaborate with content teams to produce engaging cricket-related reports, blogs, and social media posts. Analyze cricket matches, player performances, and team strategies using statistical tools and software. Provide pre-match, live, and post-match analysis, offering data-driven insights. Fetch and interpret live match stats to identify key trends and turning points. Bring out interesting and intuitive stats and present them with engaging visual effects. Utilize data analytics to identify trends, strengths, and weaknesses of teams and players. Use visualization tools like Tableau and Power BI to create compelling data presentations. Prepare detailed reports and presentations on match strategies, predictions, and performance reviews. Utilize various analysis tools such as CricViz, Hawk-Eye, ESPN Stats, and SAP Sports One. Maintain a high level of cricket knowledge, understanding player form, tactics, and game conditions. Collaborate with coaches, commentators, and media personnel to deliver expert insights. Fetch and manage sports video clips or match footage from OTT platforms, broadcast feeds, and other sources for in-depth analysis. About CompanyAt Lifease Solutions LLP, we believe that design and technology are the perfect blend to solve any problem and bring any idea to life. Lifease Solutions is a leading provider of software solutions and services that help businesses succeed. Based in Noida, India, we are committed to delivering high-quality, innovative solutions that drive value and growth for our customers. Our expertise in the finance, sports, and capital market domains has made us a trusted partner for companies around the globe. We take pride in our ability to turn small projects into big successes, and we are always looking for ways to help our clients maximize their IT investments

We are looking for a Cricket Analyst who is passionate about the game and can analyze cricket matches, player performances, and team strategies using data-driven insights. Key Responsibilities. Use data analytics tools to assess team and player strengths, weaknesses, and patterns. Generate detailed reports and insights for our media platforms. Stay updated with the latest cricket news, trends, and rule changes. Collaborate with content teams to produce engaging cricket-related reports, blogs, and social media posts. Analyze cricket matches, player performances, and team strategies using statistical tools and software. Provide pre-match, live, and post-match analysis, offering data-driven insights. Fetch and interpret live match stats to identify key trends and turning points. Bring out interesting and intuitive stats and present them with engaging visual effects. Utilize data analytics to identify trends, strengths, and weaknesses of teams and players. Use visualization tools like Tableau and Power BI to create compelling data presentations. Prepare detailed reports and presentations on match strategies, predictions, and performance reviews. Utilize various analysis tools such as CricViz, Hawk-Eye, ESPN Stats, and SAP Sports One. Maintain a high level of cricket knowledge, understanding player form, tactics, and game conditions. Collaborate with coaches, commentators, and media personnel to deliver expert insights. Fetch and manage sports video clips or match footage from OTT platforms, broadcast feeds, and other sources for in-depth analysis. About CompanyAt Lifease Solutions LLP, we believe that design and technology are the perfect blend to solve any problem and bring any idea to life. Lifease Solutions is a leading provider of software solutions and services that help businesses succeed. Based in Noida, India, we are committed to delivering high-quality, innovative solutions that drive value and growth for our customers. Our expertise in the finance, sports, and capital market domains has made us a trusted partner for companies around the globe. We take pride in our ability to turn small projects into big successes, and we are always looking for ways to help our clients maximize their IT investments

We are looking for a Cricket Analyst who is passionate about the game and can analyze cricket matches, player performances, and team strategies using data-driven insights. Key Responsibilities. Use data analytics tools to assess team and player strengths, weaknesses, and patterns. Generate detailed reports and insights for our media platforms. Stay updated with the latest cricket news, trends, and rule changes. Collaborate with content teams to produce engaging cricket-related reports, blogs, and social media posts. Analyze cricket matches, player performances, and team strategies using statistical tools and software. Provide pre-match, live, and post-match analysis, offering data-driven insights. Fetch and interpret live match stats to identify key trends and turning points. Bring out interesting and intuitive stats and present them with engaging visual effects. Utilize data analytics to identify trends, strengths, and weaknesses of teams and players. Use visualization tools like Tableau and Power BI to create compelling data presentations. Prepare detailed reports and presentations on match strategies, predictions, and performance reviews. Utilize various analysis tools such as CricViz, Hawk-Eye, ESPN Stats, and SAP Sports One. Maintain a high level of cricket knowledge, understanding player form, tactics, and game conditions. Collaborate with coaches, commentators, and media personnel to deliver expert insights. Fetch and manage sports video clips or match footage from OTT platforms, broadcast feeds, and other sources for in-depth analysis. About CompanyAt Lifease Solutions LLP, we believe that design and technology are the perfect blend to solve any problem and bring any idea to life. Lifease Solutions is a leading provider of software solutions and services that help businesses succeed. Based in Noida, India, we are committed to delivering high-quality, innovative solutions that drive value and growth for our customers. Our expertise in the finance, sports, and capital market domains has made us a trusted partner for companies around the globe. We take pride in our ability to turn small projects into big successes, and we are always looking for ways to help our clients maximize their IT investments

The company is a mid-market investment bank focused on advisory services to corporates for private equity fundraising and mergers & acquisitions. While we are a sector agnostic firm, the current focus sectors include Healthcare, Technology, Consumer and Financial Services. The current position involves supporting the origination and execution of transactions and working with various parties to ensure successful deal closure. Key Responsibilities. In-depth research on assigned sectors. Creating various types of financial models for mergers & acquisitions and capital raising transactions. Valuation analysiscomparable companies, precedent transactions, DCF. Preparation and review of materials, including investment memoranda, management presentations and pitch books. Interacting with clients and external agencies for transaction coordination. Assist in due diligence, research, analysis, and documentation of transactions. Experience1-2 years in investment banking / Big Four / consulting. Academic QualificationsUndergrad / CFA / CA / Post Grad. (ref:iimjobs.com). Show more Show less

Key Responsibilities. Investment ResearchAnalyze and recommend the best investment options for clients. Financial PlanningCreate personalized strategies for wealth management, tax planning, and retirement goals. Portfolio ManagementTrack and review investment performance, making adjustments as needed. Mutual Fund AnalysisResearch mutual funds, study market trends, and provide data-driven recommendations. Product PresentationsPrepare reports and presentations on mutual funds, insurance, and other financial products. About CompanyLocated in Mahalaxmi (West), Mumbai, JP Financial has been guiding senior corporate executives and leaders in making informed financial decisions for over 23 years. We Specialize In. Retirement PlanningSecure a worry-free future. Financial PlanningStrategize to build and grow your wealth. Mutual Funds Advisory & DistributionInvest with confidence. With our expertise, you receive personalized strategies to safeguard and enhance your financial future. Let's achieve your success together

We are looking for a Cricket Analyst who is passionate about the game and can analyze cricket matches, player performances, and team strategies using data-driven insights. Key Responsibilities. Use data analytics tools to assess team and player strengths, weaknesses, and patterns. Generate detailed reports and insights for our media platforms. Stay updated with the latest cricket news, trends, and rule changes. Collaborate with content teams to produce engaging cricket-related reports, blogs, and social media posts. Analyze cricket matches, player performances, and team strategies using statistical tools and software. Provide pre-match, live, and post-match analysis, offering data-driven insights. Fetch and interpret live match stats to identify key trends and turning points. Bring out interesting and intuitive stats and present them with engaging visual effects. Utilize data analytics to identify trends, strengths, and weaknesses of teams and players. Use visualization tools like Tableau and Power BI to create compelling data presentations. Prepare detailed reports and presentations on match strategies, predictions, and performance reviews. Utilize various analysis tools such as CricViz, Hawk-Eye, ESPN Stats, and SAP Sports One. Maintain a high level of cricket knowledge, understanding player form, tactics, and game conditions. Collaborate with coaches, commentators, and media personnel to deliver expert insights. Fetch and manage sports video clips or match footage from OTT platforms, broadcast feeds, and other sources for in-depth analysis. About CompanyAt Lifease Solutions LLP, we believe that design and technology are the perfect blend to solve any problem and bring any idea to life. Lifease Solutions is a leading provider of software solutions and services that help businesses succeed. Based in Noida, India, we are committed to delivering high-quality, innovative solutions that drive value and growth for our customers. Our expertise in the finance, sports, and capital market domains has made us a trusted partner for companies around the globe. We take pride in our ability to turn small projects into big successes, and we are always looking for ways to help our clients maximize their IT investments

About Navi Navi is one of the fastest-growing financial services companies in India providing Personal Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navis mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Ignite the Spirit of a Navi_ite Imagine being at the heart of India s fastest-growing financial services company, where every day brings the opportunity to redefine how millions manage their money. Navi is transforming the landscape with Personal and Home Loans, UPI, Insurance, Mutual Funds, and Gold delivering innovation that makes financial products simpler, more accessible, and truly affordable. With our cutting-edge AI/ML technology and deep expertise, we re not just setting new standards; we re creating experiences that delight and inspire. This is your chance to be part of something extraordinary. At Navi, you won t just be advancing your career; you ll be leading a revolution in finance. Join us and discover how it feels to be at the forefront of this. Founders: Sachin Bansal Ankit Agarwal Responsibilities : Equity Research Strategy Development: Conduct in-depth equity market analysis to identify investment opportunities and risks. Develop quantitative strategies and predictive models to support investment decisions. Analyze financial and non-financial datasets to derive actionable insights for portfolio management. Data Modeling: Creating and updating quantitative models in collaboration with the data science and portfolio management teams. Evaluate factors impacting stock prices: Explore and evaluate various data sources, including financial news, economic indicators, and alternative data. Read through various research papers to identify opportunities to improve the quantitative model. Collaboration: Collaborate effectively with Fund managers, the Data Science team and other stakeholders to align initiatives with investment goals. Visualization Reporting: Create dashboards, reports, and visualizations to communicate findings effectively to investment teams and stakeholders. Market Research: Stay updated on market trends, emerging investment opportunities, and advancements in quantitative research methods and introduce new approaches to enhance the investment process. Key Skills Required : Sound understanding of capital markets particularly Equity markets Strong grasp on market mechanics and fundamentals Understanding of statistical modeling, machine learning, and quantitative analysis techniques (previous experience is highly desirable) Ability to work under tight deadlines in a competitive environment Strong analytical and problem-solving skills Excellent communication and presentation abilities What is awaiting you at Navi Unyielding Perseverance, Boundless Passion, Unwavering Commitment Are you ready to channel your relentless drive into something truly transformativeAs a Navi_ite, you will embody the essence of perseverance and passion, pushing boundaries and redefining what s possible. As a Navi_ite, you ll be at the forefront of our mission, taking on responsibilities that challenge you and push the limits of what you thought possible. Relentless Pursuit of Unmatched Excellence Imagine a place where your quest for excellence knows no bounds. At Navi, we don t just set high standards; we live them. At Navi, we believe in delivering exceptional results and creating real value. You will have the opportunity to tackle projects with precision and pride, setting standards and achieving outcomes that make a tangible difference. Your ability to manage tasks effectively and maintain high standards will be key to our shared success. Unbreakable Resilience and Agility Visualize yourself thriving in an environment where change is not a barrier but a catalyst for your growth. As a Navi_ite, you ll turn every challenge into an opportunity with your unparalleled resilience and adaptability. Your adaptability will be essential as you navigate evolving situations, contributing to both your personal development and the team s achievements. Joining Navi means stepping into a role where your perseverance, pursuit of excellence, and resilience are not just valued they are celebrated. If you re ready to leave a legacy of impact and innovation, your journey starts here. Embrace this chance to be a part of something extraordinary and let your potential shine. Your future as a Navi_ite awaits.

Exciting job opportunity at Acuity KP, Bengaluru- Job Purpose We are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European client ensuring we fulfil the applicable SLAs. Key Responsibilities Maintaining high quality in the below workflows by performing quality checks, providing training, mentoring and upskilling juniors: Spreading of the financial statements of corporates in the client proprietary platform. Analysis of financial statements of public and private companies for the credit appraisal process Conducting background research independently to understand the appropriate KPIs that are relevant to each borrower Monitoring covenants on a regular basis, performing validations and highlighting any Early Warning Signals Carrying out written credit appraisals, risk ratings, and credit notes for credit approvals Motivating and managing a team of analysts, planning workflows and liaising with global clients in ensuring that deadlines are met at the required standard Contributing to process improvement, providing value adds to the deliverables and automation of tasks Providing domain expertise in credit notes and credit appraisals Communicating clearly and confidently with internal and external stakeholders–both written and verbal Providing strategic thought leadership through the authoring of blogs and whitepapers on trending topic Key Competencies 10-15 years of experience in Commercial lending (corporate/wholesale lending) operations including origination, underwriting and portfolio monitoring activities Familiarity and expertise in a specific sector will be an added advantage Experience in complete delivery set-up, smooth roll-out of services and the implementation of best practices, feedback mechanisms, hiring and training the team Good knowledge of the products involved in entire value chain of commercial lending including underwriting, covenant monitoring, and portfolio monitoring. Hands on experience in carrying out tasks like credit appraisals, finalizing risk ratings, credit notes for credit approvals and ongoing monitoring. Excellent understanding of the financial statements of the corporates A Masters in Business Administration and/or a full/ part qualification in CFA will be an added advantage. A highly analytical mind and a high level of attention to detail Excellent written and spoken English communication skills A strong work ethic The ability to work independently and meet deadlines under pressure POC- Alka Sinha (alka.sinha@acuitykp.com)

Veye Research Pvt. Ltd About Company Veye is a leading independent equities research firm dedicated to helping its clients improve their investment results through unbiased and precise recommendations around buying, selling or holding stocks. Veye - Australian Stock Market Research Firm | ASX buy Recommendations Stock Market Research Analyst - Immediate Hiring [WFH] Job Description We are seeking a detail-oriented Stock Market Research Analyst to analyze financial markets, assess investment opportunities, and provide insightful recommendations. The ideal candidate will have a strong background in financial analysis, a deep understanding of equity markets, and the ability to interpret economic trends. Conduct in-depth equity research on stocks, industries, and macroeconomic trends. Thorough knowledge of international markets like ASX, TSX, NYSE, NASDAC, etc Analyse financial statements (P&L, Balance Sheet, Cash Flow) to assess company performance. Extensive equity research experience in tracking companies in different sector, end-to-end sell-side research production (reports models) Monitoring daily developments and failures of various companies, industrial technology, financial firms, businesses, and economic theories Comparative analysis within the sector Expert in the usage of research tools and databases like DataStream, Reuters Bloomberg, companys report, etc Performing quality checks on the deliverables, training the new team members and developing the knowledge repository Excellent written and verbal communication is a must as the role is client-facing and requires frequent interaction with industry experts Competencies - Technical Qualification - MBA - Finance, CA (any level), CFA Desired Candidate profile - 4 to 7 years experience in equity research Salary - Negotiable [No bar for the right candidate] Timings : Between 05:00 AM IST to 04.30 PM IST, 5.5 days working [WFH] Venue : JMD Megapolis, Gurgaon, sec-48, our office is located at Gurugram, Sector 48. Transportation Services : Please note that we do not provide any transportation services such as cab facilities, nor do we offer any reimbursement for transportation expenses Company Website : For more information about our company, please visit veye.com.au.

About Company: This company specializes in automating financial data extraction and analysis, helping organizations streamline processes by delivering highly accurate and structured data. Using AI and machine learning, it enhances the efficiency of financial modeling, research, and reporting. Its services are widely used by asset managers, hedge funds, and corporations to optimize their workflow and decision-making processes. Job Description: This job requires a person to be well versed with the process of analysing historical financial information of companies, both qualitatively and quantitatively, and build the historical financial models of the company. Attention to detail, a strong work ethic, top-notch analysis skills, willingness to take up challenges and a can-do attitude are some of the attributes that one should possess to ace this job. Though not exhaustive, the key job responsibilities are listed below. Managing and mentoring a team of Sector experts and Analysts who are responsible for building financial models in all the sectors worldwide. Focus on improving the efficiency and accuracy of analysts over a period as well training the team for more analytical work and develop sector expertise in the team. Be responsible for managing our sector KPI analysis function, which ensures were including the most important operational and financial metrics in our financial models for our buy-side and sell-side clients. Be responsible for the earnings update process and make sure that all the financial models are updated for the latest results within stipulated timelines. Interact with other senior members of the team including production, product strategy and engineering. Assist in developing commercial products that leverage our teams experience and technology. Successfully run several trials. Guide team members to effectively organize team workflows, ensuring high work quality and meeting deadlines. Additionally, oversee the construction and review of our proprietary historical financial models. Key Skills/Experience: Deep knowledge of financial model building and the Equity Research process. 10+ years of equity research experience, preferably at a KPO. 5+ years experience in managing a large team (10+). CFA, CA, ICWA, FRM, or MBA (Finance) Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios, accounting, and valuation concepts. Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. Proficient written and oral communications skills. Good relationship management, and strong communication and presentation skills. Ability to work with and coach junior team members Good aptitude for problem solving and trouble shooting I nterested candidates kindly share your CV at Sanjana@beanhr.com

Job Description: Public Equity Head The Head of Public Equity will be responsible for overseeing all aspects of the public equity division, including sourcing, evaluating, and executing investment opportunities, as well as managing and optimizing investment portfolios. This role requires a deep understanding of the public equity landscape, strong leadership skills, and a proven track record of successful investments and exits. Key Responsibilities: 1. Investment Strategy: o Develop and implement a comprehensive public equity investment strategy aligned with the firms overall objectives. o Identify and evaluate investment opportunities across various sectors and geographies. o Conduct thorough due diligence and financial analysis to assess the viability of potential investments. 2. Deal Sourcing and Execution: o Build and maintain a robust pipeline of investment opportunities. o Lead negotiations and structuring of investment deals. o Manage the execution of transactions, including coordination with legal, financial, and operational teams. 3. Portfolio Management: o Oversee the management and performance of investments. o Work closely with Wealth Managers, PE Consultants, Investment Bankers to drive growth, operational improvements, and value creation. o Monitor and evaluate the financial performance of portfolio, implementing corrective actions as needed. 4. Exit Strategy: o Develop and execute exit strategies to maximize returns for investors. 5. Team Leadership: o Build and lead a high-performing public equity team. o Mentor and develop team members, fostering a culture of excellence and continuous improvement. o Ensure effective collaboration and communication within the team and with other divisions. 6. Stakeholder Management: o Maintain strong relationships with investors, advisors, and industry professionals. o Communicate investment performance and strategy to investors and stakeholders. o Represent the firm at industry conferences, events, and in media engagements. 7. Compliance and Risk Management: o Ensure all investments comply with relevant regulations and internal policies. o Identify and mitigate risks associated with investments and portfolio management. Role & responsibilities Preferred candidate profile Perks and benefits

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. Job Introduction We are currently seeking a highly motivated candidate to join our India Equities Research team as a Research Associate. You will be working with a seasoned writing analyst covering research on specific sector/stocks in India. Principal Responsibilities You will have the opportunity to explore highly detailed company analysis in addition to gaining a wider, macro level view on the sector. You will have the opportunity to leverage your primary and secondary research skills to build and maintain industry models. You will also assist in building and maintenance of company financial models. You will assist the writing analyst in producing quality research products such as industry thematic, company initiation and cover periodical updates on the sector. Your research efforts will be focused in identifying key industry trends and exciting investment ideas within your research scope. You will have the opportunity to engage with senior stakeholders within the sector of your coverage and within the fund management industry. You will have the opportunity to build strong relationships with Industry experts and leverage such relationships to augment research by hosting thematic events and non deal roadshows for HSBC clients. Requirements This role is for experienced candidates with 5 8 years of work experience in sell side equity research. Candidates with past research experience covering Indian sectors will be preferred. Candidates should have excellent communications skills along with fluency in English language. Educational qualifications: CA/CFA/MBA from Tier I Institutions. Candidates should have 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 Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong and other major financial centers around the world. Divisional Overview: Global Investment Research division (GIR) delivers value added research to clients in the equity, fixed income, currency and commodities markets and develops global client focused research in economics, portfolio strategy, derivatives and equity and credit securities. Our clients use these insights and investment ideas to develop their strategies. GIR produces original, fundamental research and analysis of industries, companies and economies. Our research teams continually identify and analyze financial information, strategic issues and trends that affect companies, industries and markets on a regional and global scale. Role overview: As a Business analyst in the Equity Research Management team, the person will be responsible for delivering the MIS offerings of the division. In addition, he/she will collaborate with the EMEA research management team in the implementation of MiFID II in Equity research. The role has a high degree of client focus both internally and externally. An ideal candidate should demonstrate strong communication skills (both written and verbal) and a proven ability to multitask and deliver on tight deadlines. The position is based in Bengaluru, India. Key Responsibilities: Assist in the production of Research Subscription Agreements/consumption data to our clients as part of the division s MiFID II requirements Analyze consumption data to identify anomalies and ensure accuracy Support the workflow behind research pricing requests Review and analysis of client payment and consumption Assisting with management strategies/MIS projects and ad hoc business administration Maintenance of research subscription databases Respond to day to day, business driven data requirements Preferred Qualifications and skills Minimum Bachelor s degree required; Master s degree is preferred 2+ years of relevant work experience Advanced Excel skills required; VBA/Macro/SAS/Python experience a plus Analytical; comfortable working with large sets of data Excellent analytical, organizational, and decision making skills, with high attention to detail and data accuracy Ability to manage time and prioritize tasks Strong documentation, presentation and verbal/written communication skills Self starter and personal initiative Ability to work in a fast paced environment with a focus on delivery and excellence Quick learner who can thrive working as part of a global team and individually Good business judgment, the ability to work under pressure and meet tight deadlines Ability to problem solve and logically resolve complex issues Proficiency in Excel and PowerPoint About Goldman Sachs We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https: / / www.goldmansachs.com / careers / footer / disability statement.html The Goldman Sachs Group, Inc., 2024. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer ",

Work closely with senior team members in business transaction execution for debt assignments for enterprise clients ? Analyze company financial statements, preparation of pitch book, create financial models, projections for client companies; preparing presentations/marketing materials for use in debt client coverage ? Participate in business and financial due diligence ? Prepare transaction documentation requested by lending institutions (Banks, NBFCs, HFCs, Private Equity Funds, etc ) ?Research and analyze industry, economic, market, and regulatory data as required to support debt coverage activities and transaction execution ? Liaison with clients and lenders to channelize information

Veritas Legal is looking for Associate Application Professional to join our dynamic team and embark on a rewarding career journey. Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Preparation of operating budgets, financial statements, and reports. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll administration. Keeping records and documenting financial processe

Web content research : Perform research to discover new web sources based on the established content onboarding policies or client requests. Content Analysis: Evaluate requested web sources to identify content sets that need to be onboarded. Content Onboarding: Configure new web crawling/scraping jobs via admin interface. Content Maintenance: Maintain existing crawling/scraping jobs to ensure quality content ingestion (define requirements for quality reports, execute quality reports, and adjust web crawling/scraping configuration as needed). Content Support: Review address inquiries from Clients, Sales, Account Executives, and Product Specialists regarding onboarding new web content or malfunctioned sources (via email and Slack). Functional Improvements: Provide requirements to the engineering team requesting new capabilities or custom data processing features. Content Quality Assurance: Test quality of the content integration maintain high content processing standards. Skills/Experience: Excellent communication and problem-solving skills. 1+ years of data entry and/or data maintenance experience. A high aptitude and willingness to learn. Optional/Strong Plus Qualifications: Experience managing content aggregation (RSS, newsletters, market updates/reports etc.) Experience with crawling job configuration (structured or unstructured data sets) is an advantage.

As a Client Service Analyst in the Transformation team, you will be responsible for various customer service activities as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client across multiple services like user onboarding, account set ups, operational and regulatory controls, troubleshooting etc. Job Responsibilities Provide prompt and value-added inquiry services and solutions for JP Morgan clients for products such as Global Research and Data Query. Onboard clients to read research on the JPMM platform and other vendor platforms. Handle day-to-day client inquiries and requests relating to their research access. Take ownership of pending cases by following up closely and providing proactive updates to clients. Ensure risk/compliance guidelines are followed at all times while meeting client needs. Identify and escalate issues in a timely manner. Partner with Technology, Product, and Business to improve overall client experience through system digitization and an improved service delivery model. Lead and facilitate internal stakeholder discussions and forums with clear outcomes and actions to initiate a consistent strategy. Own and initiate timely delivery of proof of concepts, partnering with multiple internal stakeholders. Undertake change management/maintenance of requests for existing builds, where required. Coordinate and communicate ongoing with the business and appropriate technology teams to ensure on-time completion of projects as per requirements. Required Qualifications, Skills and Capabilities Minimum 2 years experience in financial services. Should have experience in Equity Research Operations and understand MIFID regulations. Experience in articulating incubation and proof of concept ideas that demonstrate value, taking through to execution. Project management experience Ability to multi-task and proven problem-solving capability with demonstrated ability to solve issues through to resolution. A commitment to diversity and inclusivity of thought, excellence in execution, and an attention to detail across all you do.

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Manager Investments Manager Research Mercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process. The role is responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a Mercer research template Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercers research group Amending and fixing research template errors based on direction from Mercers research group Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 8+ years experience in global markets with adequate exposure in multi-asset/alternatives Prior experience in asset management or investment research with strong understanding of investment strategies CFA Charterholder and/or progress towards CFA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organization Can work under pressure and meet deadlines, while delivering a high quality end product Keen attention to detail Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across Mercer to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) What makes you stand out? Ability to understand the link between data, client needs and its application to the bigger picture. Excellent stakeholder/client management skills. Positive attitude & ability to adapt to ever-changing environment. Strong multi-tasking skills. Excellent written and verbal communication and report writing skills.

Traded in equities on behalf of clients buy and sell orders Prepared detailed research reports on equity and sectoral themes Played a key role in client acquisition, fostering long-term relationships and helping clients

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 . You will be supporting the Insights team in the US and will be expected to work adjusted 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 1-3 years of work experience strongly preferred Ability to work adjusted hours of between 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 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. #LI-AK1 #LI-HYBRID