Lead Analyst -Equity Research -Sell Side

About Investment Research

As a global leader in knowledge processes, research, and analytics, the selected candidate will work with a team that specializes in global market research and work with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks by working with their product and sector teams and supporting them in deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve-

As an equity research analyst, the selected candidate will track specific securities and conduct a detailed analysis covering all relevant aspects that may affect securities. The role also involves a high level of interaction with senior stakeholders on an ongoing basis, wherein the selected candidate will be required to present work to the client and discuss day-to-day work.

• 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
• Prepare company profiles, earnings and flash notes, quarterly updates, coverage, sector and theme-based reports, newsletters, etc.
• Support onshore analysts in time-sensitive earnings updates
• Track news, events, and results of the companies under coverage
• Track and monitor regulatory trends impacting the industry
• 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 market sources, such as Bloomberg
• Create / maintain industry databases wherever relevant
• Summarize investment conference calls
• Handle ad hoc research requests

What we are looking for-

• MBA / CA with 5+ years of relevant experience in equity research (sell side)
• CFA Level 1, 2, or 3 (pursuing or completed) will be an added advantage
• Ability to identify and solve issues effectively and within strict deadlines
• Strong understanding of accounting concepts and valuation methodologies
• Expertise in building financial models with forecasting
• Good financial writing skills (beyond factual reporting, such as company description)
• Ability to build client rapport and work in sync with onshore teams
• Ability to work independently and eye for detail
• Ability to identify and solve issues effectively on time
• Proactiveness and thought leadership
• Knowledge of databases, including Bloomberg, FactSet, and other financial data systems
• Excellent communication and interpersonal skills
• Proficiency in MS Office, especially MS Excel
• Knowledge of VBA will be an advantage

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