164 Investment Research Jobs - Page 7

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across nine offices. Job Description At Third Bridge, we continue to grow our breadth, depth and quality of coverage across companies and industries that are of interest to the investment community. Third Bridge is building the most extensive library of content on PE-/VC-backed companies. Our library allows investors in private markets to identify, track and research investment opportunities. You will be joining an exciting new team with an ambitious mandate, where you will get a start-up experience in an established business and brand. We are recruiting a Proofreader for our Editorial team to ensure we consistently deliver high-quality products. Though starting with our Primer product, the intention is for this role to eventually support several Third Bridge content types, offering a unique chance to learn multiple editorial approaches and a strong path for personal development. You will be responsible for Proofreading to ensure each transcript of a technical conversation is completely accurate, grammatically sound and in alignment with internal guidelines Formatting documents into a templated style Researching important information to confirm accuracy Turning around high-quality content to strict daily deadlines Proactively resolving issues with relevant stakeholders, making client-centric decisions and seeking guidance when needed Escalating transcription errors and Style Guide misalignments Contributing to the development of internal guidelines and processes A successful candidate will Be a self-starter who delivers results independently and can prioritise effectively Have a meticulous eye for detail, with outstanding research and proofreading skills Have exceptional English spelling, grammar and punctuation skills Be able to communicate and collaborate effectively You will gain Exposure to technical content spanning across a range of industries and topics, from cloud computing, retail and pharmaceuticals to aviation, semiconductors and real estate, and themes from ESG to macroeconomic updates Access to first-hand insights from industry experts, ranging from C-level executives at multinational corporations to employees of local start-ups Experience of working on the development of an exciting new product Qualifications 3+ years experience in a proofreading/editorial role Bachelor s degree Familiarity with financial content and business terminology preferable Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : How will you be rewarded? Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health & Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays." Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. Recognition & Rewards: Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more. Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across 12 offices. Job Description Position Overview At Third Bridge, we continue to grow our breadth, depth and quality of coverage across companies and industries that are of interest to the investment community. We are recruiting a Proofreader for our Editorial team to ensure we consistently deliver high-quality products across three Interview products, Forum, Community and Primers, starting with Community. Though starting with a focus on producing our Community product, the intention is for this role to eventually support several Third Bridge content types. You will be responsible for Editing and proofreading to ensure specialist profiles and transcripts of technical conversations is accurate, grammatically sound and aligns with internal guidelines Distributing accurate content to clients, always following Compliance requirements when doing so Researching and communicating with internal stakeholders to confirm accuracy of important information Turning around high-quality content to strict daily deadlines Proactively resolving issues with relevant stakeholders, making client-centric decisions and seeking guidance when needed Escalating transcription errors and Style Guide misalignments Contributing to the development of internal guidelines and processes A successful candidate will Be a self-starter who delivers results independently and can prioritise effectively Have a meticulous eye for detail, with outstanding research and proofreading skills Have exceptional English spelling, grammar and punctuation skills Be able to communicate and collaborate effectively You will gain Exposure to technical content spanning across a range of industries and topics, from cloud computing, retail and pharmaceuticals to aviation, semiconductors and real estate, and themes from ESG to macroeconomic updates Access to first-hand insights from industry experts, ranging from C-level executives at multinational corporations to employees of local start-ups Experience of working on the development of an exciting new product Qualifications 4+ years experience in a proofreading/editorial role Bachelor s degree Familiarity with financial content and business terminology Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : How will you be rewarded? Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health & Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays." Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. Recognition & Rewards: Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more. Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Public Equity Building financial models Performing valuation analyses, including comparable transactions and publicly trading companies Required Candidate profile Should have experience of Merger and Acquisitions Analytical, combining both quantitative and qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

Role & responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Economics / Finance Experience: 37 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modelling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines

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.

Role & responsibilities You will support the creation of high-quality investment content by leveraging the reports produced by the Chief Investment Officers and staying abreast of the latest financial market trends. You will review, produce, and repurpose timely and insightful commentaries on financial markets to deliver house views to clients. You should possess a strong ability for visual presentation of content and optimisation of content for various distribution channels, including email, website, social media, etc. You need to manage multiple stakeholders from different regions having different time zones, regulatory requirements, and maturity of business, data, and systems. You will support and work closely with the content leads for Private Banking and Retail Wealth on a day-to-day basis curating, editing, and delivering content that represents the house view. Examples of key publications include - Top Questions from our Clients, Top 10 Ideas, EMEA Perspectives, regional weekly publications, Investment Monthly, various product solutions packs, and materials around relevant investment themes. The role holder will coordinate the editing, layout, and delivery of publications. You will also contribute to content creation for media, webinars, events, video series. You will also work closely with regional teams to collate management information and data around content engagement and commercialisation. Consolidate and evaluate data-driven analytics to understand content usage to ensure our content strategy and deliverables are well-positioned to meet customers evolving needs. Deliver material improvement in the user experience of consuming content digitally and across all customer touch points based on stakeholders feedback, data-driven analytics and competitive analysis. Preferred candidate profile A strong background in investment writing, content curation, marketing, and Financial journalism background. Good knowledge of investment research content and the financial market is a must. Excellent English language skills with an ability to write and edit technical investment content in a customer-friendly way is critical, as is a talent for the layout of publications. Educated to university level degree, with a minimum of 8 years of experience in investment writing, preferably in financial services, fintech, banking, or investment research. Hands-on experience with Microsoft Office, Adobe Acrobat ,stakeholder management ability to engage and build effective relationships with global and local stakeholders Ability to work independently or as part of a team, as required, and manage multiple tasks simultaneously under tight timeframes. Experience in marketing content in digital and agile ways would be a bonus. Strong digital know-how and relevant experience in curating content for digital and social media channels to connect with target audience and achieve impactful outcomes.

Research Support Executive - Investment Research Department - Mumbai Investment Research Department No. of Openings 22-25 Qualifications Graduation Experience in Years 1-3 Scope and Responsibilities Compile reports & presentations from analyst research data with precision Structure & manage research databases & tools Ensure content consistency through collaboration Handle ad-hoc analysis projects with agility Disseminate analyst reports in line with SEBI guidelines Job Competencies Eye for Detail Analytical Mindset Task Prioritization Team Collaboration Technical Competencies MS Excel Advanced Capital Line Use MS Word Proficiency PowerPoint Skills Report Formatting Data Structuring Candidate Profile Skilled in MS Office Suite, especially Excel & PPT Exposure to research or capital market support functions SEBI RA Reg familiarity advantageous Working knowledge of company financial data tool

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.

About The Role : Job TitleAnalytics Analyst, AYST LocationMumbai, India Role Description Summary: About DWS (Deutsche Asset Management) DWS, publicly listed asset management division of Deutsche Bank, is one of the world's leading investment management organizations with about assets under management. DWS provides flexible products and solutions to a wide range of investment opportunities across all asset classes from pooled funds to highly customized portfolios for a wide range of investors and offers individuals and institutions traditional and alternative investments across all major asset classes. About CROCI CROCI, acronym for Cash Return on Capital Invested, is part of DWS Investment division. The team was set up in 1996 in London as a research service to institutional clients. CROCI is an investment research discipline that makes in-depth adjustments to companies financial statements in order to make their P/E ratios comparable across sectors and markets. The current coverage is more than 900 global large companies. In 2004, the team launched investable Index based products that allowed exposure to the underlying investment philosophy. There are CROCI products (Index, Funds, Strategies) under various wrappers with underlying assets under management in excess. The CROCI team members are based out of Mumbai, London, Paris, and New York. About DWS India Pvt. Ltd. DWS India (P) Ltd., is a wholly owned subsidiary of DWS Group GmbH & Co. KGaA (part of Deutsche Bank Group). Our teams in Mumbai focus on Research & Analytics, Portfolio Management Support, Business Management Support, etc. across all divisions of DWS Group. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities As a part of the CROCI analyst team, the candidate will be responsible assisting senior CROCI analysts in covering 900+ Global companies under coverage from various sector. The job responsibilities include regular update of financial valuation model based on latest events like earning announcements, M&A activities etc, providing bottom-up economic research across various regions/sub-industry, working closely with team to provide support on requests/queries from clients. The candidate will also initiate coverage on new companies by providing economic view on business and actively monitor the portfolio to identify impact of various corporate events on the valuation and regularly brief the entire team about interesting happenings/trends in the sector. Further, role requires Analyst to develop good understanding of the ESG and assess its economic impact on company valuations. Your skills and experience Education and Experience: Chartered Accountant with maximum six months experience. Candidates who cleared all levels in the first attempt would be preferred. Strong understanding of the financial markets and economic concepts. Corporate finance and modelling skills. Understanding of industry dynamics, operational and financial characteristics of company analysis. Competencies: Excellent knowledge of Accounting and Finance. Knowledge of US GAAP and IFRS Standards would serve as added advantage. Understanding of ESG and its possible impact on company operations and valuations. Proficiency in using MS Office. Good communication skills. Personal Characteristics: Self-motivated, ability to work independently and as part of the team. Highly organized with a keen eye for detail and ability to operate in a fast-paced environment. Intellectual curiosity and initiative combined with professional and personal integrity. Entrepreneurial spirit with a passion to learn and grow. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

About The Role : Job TitleResearch Analyst Equities LocationMumbai, India Role Description Summary: About DWS (Deutsche Asset Management) DWS, publicly listed asset management division of Deutsche Bank, is one of the world's leading investment management organizations with about assets under management. DWS provides flexible products and solutions to a wide range of investment opportunities across all asset classes from pooled funds to highly customized portfolios for a wide range of investors and offers individuals and institutions traditional and alternative investments across all major asset classes. About CROCI CROCI, acronym for Cash Return on Capital Invested, is part of DWS Investment division. The team was set up in 1996 in London as a research service to institutional clients. CROCI is an investment research discipline that makes in-depth adjustments to companies financial statements in order to make their P/E ratios comparable across sectors and markets. The current coverage is more than 900 global large companies. In 2004, the team launched investable Index based products that allowed exposure to the underlying investment philosophy. There are CROCI products (Index, Funds, Strategies) under various wrappers with underlying assets under management in excess. The CROCI team members are based out of Mumbai, London, Paris, and New York. About DWS India Pvt. Ltd. DWS India (P) Ltd., is a wholly owned subsidiary of DWS Group GmbH & Co. KGaA (part of Deutsche Bank Group). Our teams in Mumbai focus on Research & Analytics, Portfolio Management Support, Business Management Support, etc. across all divisions of DWS Group. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities As a part of the CROCI analyst team, the candidate will be responsible assisting senior CROCI analysts in covering 900+ Global companies under coverage from various sector. The job responsibilities include regular update of financial valuation model based on latest events like earning announcements, M&A activities etc, providing bottom-up economic research across various regions/sub-industry, working closely with team to provide support on requests/queries from clients. The candidate will also initiate coverage on new companies by providing economic view on business and actively monitor the portfolio to identify impact of various corporate events on the valuation and regularly brief the entire team about interesting happenings/trends in the sector. Further, role requires Analyst to develop good understanding of the ESG and assess its economic impact on company valuations. Your skills and experience Education and Experience: Chartered Accountant with 3-5 years experience. Candidates who cleared all levels in the first attempt would be preferred. Strong understanding of the financial markets and economic concepts. Corporate finance and modelling skills. Understanding of industry dynamics, operational and financial characteristics of company analysis. Competencies: Excellent knowledge of Accounting and Finance. Knowledge of US GAAP and IFRS Standards would serve as added advantage. Understanding of ESG and its possible impact on company operations and valuations. Proficiency in using MS Office. Good communication skills. Personal Characteristics: Self-motivated, ability to work independently and as part of the team. Highly organized with a keen eye for detail and ability to operate in a fast-paced environment. Intellectual curiosity and initiative combined with professional and personal integrity. Entrepreneurial spirit with a passion to learn and grow. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

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

Create and check specialist invoices on Netsuite and the Intranet Create and upload payment files to the bank for the specialists Proactively investigate bank queries when processing payments Respond to internal tickets regarding specialist payment queries with a target deadline Liaise with operational teams and specialists in resolving queries Communicate and update the specialist payment status internally Month end invoice checking and reconciliations Accounts Payables related duties Update the Cash Flow daily and assist with bank reconciliations Check expense reports with receipts and ensure the expenses are accurately submitted by employees via Netsuite Process the staff expense payment run Manage the shared mailbox and ensure all emails are answered promptly and professionally Check and bill purchase orders for the vendor payment run Assist management with preparation of month-end reporting and audit files General Duties Fully understand and explain details of the company s expense policy Communicate professionally with responsible parties on necessary banking compliance requests Ensure accurately and efficiently Spot irregular transactions and appropriately flag them to management Ad hoc supporting work on Accounts Payable as assigned by management Qualifications Preferred skills and requirements Bachelor s degree and above preferable, Finance or accounting related Strong communicator in English; very good command of spoken and written English Excel competence Comfortable in picking up a variety of systems quickly and working with bank systems Able to multiple-task and a keen eye for detail Be target driven with a can-do attitude A hard worker who is motivated to take ownership of the role The ability to work independently and self-motive Proactive member of the team, fit into team well, demonstrates strong governance understanding

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