49 Fundamental Research Jobs

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Dissemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client engagement. 5) Application of technical analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Disseminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targeted revenues from this allocated book with a constant endeavor to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Equity Dealing/ Trading, Good understanding of F & O, Algo Trading, Knowledge of Investment Products Location-Surat, Ahmedabad, Bengaluru, Chennai, Mumbai, Hyderabad, Kolkata, Pune, Shimoga (Shivamogga), Trivandrum, Delhi, Vadodara

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. 10) 5 year from Broking sector & good Knowledge in Equity and derivates. NISM 11) Knowledge of technical analysis and market strategy. _ Location-Shimoga,Bengaluru,Surat,Chennai,Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune.

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga, Trivendrum, Delhi, Vadodra

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Trivendrum, Delhi, Vadodra,Shimoga

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga,Trivendrum, Delhi, Vadodara.

Role & responsibilities Equity Research & Generate Intraday Trades, Cash Futures & Options.

About the Opportunity Job TypeApplication 30 June 2025 Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Position: Analyst, Equity Research (Buy side) - Sector: Pharma and IT About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Summary: We are looking for passionate and driven individual to join us as an Analyst in our Equity Research (Buy side) team. The individual is expected to work on providing valuable ideas, penetrating insights, sector focused analysis. Analyse financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Formulate the research framework to analyse industries and companies, in consultation with client and Equity Head. Carry out industry company research and prepare reports outlining the investment recommendation. Job Responsibilities: The position holder shall be responsible to drive research agenda for the Equity research team. -Presentation to the credit committee Board and seeking approvals and issuance of the sanction letter. -Track and seek opportunities in listed unlisted companies for equity investments and provide inputs. -Prepare equity research models and reports based on fundamental analysis of companies. -Conduct financial valuation/ forecasting on companies based on modelling techniques. -Interact with analysts in sell side and management of companies for analysis of financial prospects. -Periodic Monitoring Review of credit exposures. -Tracking the security performance, news updates, industry news, the promoters. -Maintaining various Policies, Data and MIS -Collect and analyse financial data using online and other data sources such as annual reports, licensed software etc. -Help prepare and maintain industry data. Track Macro/micro economic data. -Track company operating metrics based on relevance in different sectors/companies. -Attending conference calls, meeting the management and researching on various databases. Academic Qualification and Experience: -Education: MBA Finance / CA / CFA -At least 3-5+ years of experience in Equity Research preferably in sell side -Candidates working with Sell side/IB/Portfolio Managers/Hedge funds/MF or with a reputed Credit rating agency would be preferred. -Knowledge, Competency and Skills requirement: -Company modelling and analytical skills. -Proficient in Bloomberg and data analytics apps. -Report writing skills. -Communication, presentation, and language skills. -Valuation modelling skills. -Quality focused with attention to detail. -Ability to be agile and adapt quickly in an ever-changing environment. -Proactive and curious mindset, that seeks continuous areas for improvement.

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: Goldman Sachs Global Investment Research division (GIR) delivers value-added research to clients in the equity, fixed income, currency and commodities markets. Goldman Sachs 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: The role of a research business analyst based in Bangalore is to work closely with global analyst teams in producing cutting edge research. Analysts are aligned to a specific geography and sector and will be involved in compiling, summarizing, and analyzing market based data and writing research reports. Job Responsibilities: Build & maintain basic models (for both covered and not covered companies) Market share, macro trend, and cross company and sub sector data analysis Company specific projects Statistical analysis of economic data, fundamentals, and relevant correlations of data Listen to and produce briefing notes on comparative companies conference calls not covered by the team Update monthly reports, marketing book, and weekly shells Update and maintain daily valuation sheets Check through annual reports for discrepancies/additional data Assist in writing research reports Basic Qualifications: Master s degree in finance, economics, accounting or related field Minimum 6 months of experience in buy side/sell side research Strong communication (written and oral) and interpersonal skills Strong analytical skills Excellent understanding of Microsoft Office products, tools and utilities for business use. Preferred Qualifications: Candidate must be proactive, enthusiastic and team oriented Ability to prioritize and make decisions in a fast-paced environment Accuracy and attention to detail Goldman Sachs is an equal opportunity employer. The Goldman Sachs Group, Inc., 2014. All rights reserved

Qualification: Qualified CA with minimum 2 years exp. Responsibilities: * Collaborate with team on portfolio strategies * Prepare equity research reports with financial modeling & valuations * Analyze companies using fundamental analysis techniques

Job Summary: As an Equity Research Analyst” you will be responsible for conducting in-depth financial analysis, evaluating market trends, and providing investment recommendations to assist management in making informed decisions related to equities. This role requires a keen understanding of financial markets, strong analytical skills, and the ability to interpret complex financial data. Key Responsibilities: Gathering and assessing securities data including industry-related stocks. Analysing company financial reports to determine the market performance of existing securities. Assisting with company initial public offerings (IPO), including a stock's value, capitalization, and target price. Developing and delivering investment reports to the financial manager and the investment team. Providing direction and expert advice on securities to buy, sell, or hold. Monitoring industry and market trends for changes and investment opportunities. Staying up to date with the latest industry news including company sales and mergers. Preparing detailed internal investment reports as well as external reports for public presentation. Qualifications: Master’s degree in CA, Inter CA, MBA, Finance or related field. Minimum of 3 years of experience in equity Research. Fresher CA can also apply. Strong knowledge of Fundamentals, and due diligence.

Job Purpose: Looking to hire Strategy research analyst to be part of Research Services team. Successful candidate will be responsible for strategy research, quantitative modelling, portfolio building, database management, thematic presentations, as well as handle numerous one-off client and team requests. Desired Skills and experience MBA/CFA with undergraduate degree in Math/Stats/Eco/Engg 5-7 years of experience, ideally in sell-side strategy research. Strong problem-solving and analytical skills, including proficiency in programming (Python) , data analysis (Statistics), and financial modeling. Expertise in retrieving and analyzing information from FactSet and Bloomberg. Ability to multitask, prioritize, and excel in a fast-paced, challenging environment. Excellent communication and presentation skills in English. Key Responsibilities Conduct research and analysis on companies, industries, and markets by integrating quantitative and fundamental methods. Perform top-down and bottom-up analysis of equity markets. Assist in Factor and Style Research to generate alpha in equity m arkets. Analyze large datasets to identify trends, patterns, and insights using data science, machine learning, and quantitative techniques. Communicate findings through clear visualizations and presentations. Manage client requests promptly and efficiently, ensuring high-quality service and quick resolution of inquiries.

Adroit is one of Indias leading financial market services companies, providing a bouquet of capital market services including securities, broking, advisory, depository, equity research, derivatives, commodities trading, currency futures, and IPO distribution. Job Title: Fundamental Research Executive Company Name: Adroit Financial Services Pvt Ltd. No of opening/s : 2 -3 positions Location : Delhi (Kaushambi) Salary : ( Depend upon Interview) Educational Qualification : CA / MBA is highly desirable. Experience: Candidate must have 1-5 yrs of proven experience in fundamental equity research in any broking firm. Age: 23-28 Yrs Position Type: Full time Roles & Responsibilities: Providing in-depth analysis of current & emerging market condition. Tracking sectors and writing reports on the same. Declare stock & assigned sector news. Preparing quarterly stock reports & result outlook with date & time. Derive reports on IPO. Possess a strong understanding of equity market, with expertise in fundamental analysis. Work closely with a team of Fundamental analyst to contribute to the development of multiple investment strategies. Skills Required : Strong communication skills to effectively convey research findings and strategies to team members. Proficiency in Microsoft Excel for data analysis and modelling is essential.

Job Description of Equity Advisor Position Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelors degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skills for effective client interactions Highly motivated with a proactive approach to client acquisition and In-house-sales.

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance. Schedule and conduct regular client meetings to review their financial plans, investment portfolios Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed. Responsible to generate business and meet the monthly, quarterly, annual Business Criteria Ensure all client interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required Minimum 2-5 years of experience in finance field Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions. Strong verbal and written communication skills Passion for helping clients achieve their financial goals

We are seeking an exceptional and visionary Principal AI Research Scientist to lead our research efforts in developing next-generation foundation models for power grid & substation applications. As a founding member of our new AI lab, you will play a pivotal role in defining our research agenda, driving innovation in algorithms, architectures, and methodologies for scaling AI models, and building and mentoring a world-class team. You will tackle fundamental research challenges with significant real-world impact, pushing the boundaries of AI to revolutionize the energy landscape and address critical challenges related to grid modernization, renewable energy acceleration and climate change mitigation. This is a hands-on IC role that demands a strong research background and deep expertise in AI foundation models and ability to develop for creating transformational change. oriented: Conduct original, high-impact research in foundation models, specifically tailored for power grid data modalities and applications. Spearhead the development of novel deep learning architectures, algorithms, and training methodologies tailored for these. Deeply investigate and advance state-of-the-art research in relevant areas adapting and integrating methods and techniques from public research. Collaborate closely with AI engineers and domain experts to translate research breakthroughs into practical, scalable solutions deployable within real-world power grid systems. Build and mentor a high-performing research team, fostering a collaborative and innovative research culture within the newly formed AI lab. Drive rapid iteration and proof-of-concept (PoC) development to quickly validate research ideas. Effectively communicate research findings to both technical and non-technical audiences (via technical blogs or publications in conferences and journals), and represent the lab externally at conferences and industry events. Independently drive research projects forward, demonstrating strong initiative, problem-solving skills, and a results-oriented approach. We dont need superheroes, just super minds: Master's or Ph.D. in Computer Science, Electrical Engineering, Physics, Mathematics, or a related quantitative field, OR equivalent industry experience with a strong demonstrable research background in AI/ML. 7+ years of research experience in deep learning, machine learning, or related areas, with a focus on developing and scaling innovative AI solutions. Publications in top-tier AI conferences and journals Strong expertise and prior experience with building foundation models and other related concepts, with direct prior experience in at least one of the following highly desired - AI for Simulation/AI for Physics, GNNs, Transformers, Diffusion Models, etc. Proven ability to design, develop, and implement novel deep learning architectures and algorithms and experience scaling solutions involving large datasets and complex models, utilizing large compute clusters. Strong ability to work independently, rapidly iterate on ideas, and quickly develop and validate proof-of-concepts. Excellent communication, presentation, and teamwork skills, with the ability to lead and inspire a research team and collaborate effectively with diverse stakeholders. Desired skills Contributions to open-source machine learning projects. Prior experience in a top AI research lab. Experience applying AI/ML to power systems, electrical grids, or related domains.

Looking for challenging role? If you really want to make a difference - make it with us Can we energize society and fight climate change at the same time? At Siemens Energy, we can. Our technology is key, but our people make the difference. Brilliant minds innovate. They connect, create, and keep us on track towards changing the world"™s energy systems. Their spirit fuels our mission. Our culture is defined by caring, agile, respectful, and accountable individuals. We value excellence of any kind. Sounds like you? We are seeking an exceptional and visionary Principal AI Research Scientist to lead our research efforts in developing next-generation foundation models for power grid & substation applications. As a founding member of our new AI lab, you will play a pivotal role in defining our research agenda, driving innovation in algorithms, architectures, and methodologies for scaling AI models, and building and mentoring a world-class team. You will tackle fundamental research challenges with significant real-world impact, pushing the boundaries of AI to revolutionize the energy landscape and address critical challenges related to grid modernization, renewable energy acceleration and climate change mitigation. This is a hands-on IC role that demands a strong research background and deep expertise in AI foundation models and ability to develop for creating transformational change. Your new role challenging and future- oriented Conduct original, high-impact research in foundation models, specifically tailored for power grid data modalities and applications. Spearhead the development of novel deep learning architectures, algorithms, and training methodologies tailored for these. Deeply investigate and advance state-of-the-art research in relevant areas adapting and integrating methods and techniques from public research. Collaborate closely with AI engineers and domain experts to translate research breakthroughs into practical, scalable solutions deployable within real-world power grid systems. Build and mentor a high-performing research team, fostering a collaborative and innovative research culture within the newly formed AI lab. Drive rapid iteration and proof-of-concept (PoC) development to quickly validate research ideas. Effectively communicate research findings to both technical and non-technical audiences (via technical blogs or publications in conferences and journals), and represent the lab externally at conferences and industry events. Independently drive research projects forward, demonstrating strong initiative, problem-solving skills, and a results-oriented approach. We don"™t need superheroes, just super minds Master's or Ph.D. in Computer Science, Electrical Engineering, Physics, Mathematics, or a related quantitative field, OR equivalent industry experience with a strong demonstrable research background in AI/ML. 7+ years of research experience in deep learning, machine learning, or related areas, with a focus on developing and scaling innovative AI solutions. Publications in top-tier AI conferences and journals Strong expertise and prior experience with building foundation models and other related concepts, with direct prior experience in at least one of the following highly desired - AI for Simulation/AI for Physics, GNNs, Transformers, Diffusion Models, etc. Proven ability to design, develop, and implement novel deep learning architectures and algorithms and experience scaling solutions involving large datasets and complex models, utilizing large compute clusters. Strong ability to work independently, rapidly iterate on ideas, and quickly develop and validate proof-of-concepts. Excellent communication, presentation, and teamwork skills, with the ability to lead and inspire a research team and collaborate effectively with diverse stakeholders . Desired skills Contributions to open-source machine learning projects. Prior experience in a top AI research lab. Experience applying AI/ML to power systems, electrical grids, or related domains.

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation / reactivation / retention of clients. 9) To ensure the desired NPS score is achieved. 10) 5 year from Broking sector & good Knowledge in Equity and derivates. NISM 11) Knowledge of technical analysis and market strategy. _ Location-Shimoga,Bengaluru,Surat,Chennai,Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune.

Core domain expertise have Sound knowledge of Wealth 1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers. 2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger. 3. Regular regional visit for HNI client meetings, seminar/events. 4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters. 5. Provide investment support, education and guidance to clients, prospects and Relationship Managers. 6. Provide updates on investment opportunities to clients and Relationship Managers. 7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies. MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Credit Analyst JOB SUMMARY Looking for credit analyst for the fund management team of Max Life Insurance that manages AUM of over Rs 1.70 lac crore and credit portfolio of over Rs 30,000 crores. KEY RESPONSIBILITIES Overall responsibility for managing credit risk, comprising of corporate bonds with credit rating ranging from A to AAA, State development loans, Special purpose vehicles, Infrastructure investment trusts (INVIT), REITs, Alternative investment funds. Credit evaluation of new and active monitoring of existing exposures. Research and maintain database of credit market data/metrics. Individual that has passion for fundamental research, understanding business models of companies from various sectors and having strong background for financial statement analysis. The person to have prior experience in handling credit book (comprising of issuers from various sectors) in Mutual funds, Banks, Credit rating agencies and/or insurance companies. Experience of evaluating structured credit would be an added advantage. MEASURES OF SUCCESS Performance of credit portfolio, new credit additions Active coverage of credit companies and reporting Timely analysis and reporting MINIMUM EDUCATION CA or MBA (Finance) from reputed B-School. MINIMUM/SPECIFIC EXPERIENCE 2-7 years of experience in credit function in a Fund Houses/Insurance co./Banks/Rating agencies. KNOWLEDGE/SKILLS/ABILITIES Good understanding of credit markets Strong customer relationship building skills and presentation skills Good communication, interpersonal skills Highly motivated and high energy personality

Job Title - Associate/Senior Associate - Debt Finance Since our launch in 2015, we ve lent over 10bn to ambitious entrepreneurs up and down the UK. That s led to the creation of over 40,000 new jobs and over 29,000 new homes - and we re not about to stop there. We re dedicated to helping trailblazing businesses thrive and our Debt Finance team are the drivers of our growth. This is a fantastic opportunity to join a fast-paced, growing bank with a reputation for doing things differently. We don t want another cog in the machine,we re looking for self-starters and bold thinkers who want to pave their own career paths. In a nutshell, the mission of the interns will join one of the Bank s Credit (lending) teams and will analyze financial statements, including key lending and credit risk metrics. Are you ready to step up to the challenge? Responsibilities Work as part of a team on the execution of corporate finance/real estate transactions Assist the Debt Finance team in finding new clients and keeping an updated prospective client database Assist in the preparation of deal specific credit memoranda for transaction recommendations to credit committees and other relevant lines of approval; and help in disburse an approved transaction Assist in building complex dynamic financial models to analyse investment opportunities (reviewing debt structures, relevant debt underwriting parameters and specific assets using financial models and a variety of quantitative analytical tools to test assumptions and sensitivities) Undertake fundamental research analysis using a variety of data sources; undertake company and transaction specific analysis and valuations Participate in third party meetings where you could potentially contribute to drive the business forward - analysing proposed budgets, capital plans and other investment recommendations Other relevant duties and projects as assigned Desired Skills Ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Drive to achieve a common goal (lend money, help businesses, and earn interest/fees!) Clear thinker with research and analytical abilities; capacity to learn quickly Possess excellent financial modelling, quantitative and analytical skills Strong interpersonal and communication skills (written as well as verbal) Resourceful problem solver with a focus on delivery (ability to multitask is also crucial)

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

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

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

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