Lead Analyst - Equity Research - Sell Side

5 - 9 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: As a global leader in knowledge processes, research, and analytics, at Evalueserve, you will work with a team specializing in global market research and collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. You will cater to 8 of the top 10 global banks by supporting their product and sector teams in deal origination, execution, valuation, and transaction advisory-related projects. Key Responsibilities: - Track specific securities and conduct detailed analysis covering all relevant aspects affecting securities - Create and maintain MS Excel-based financial models with forecasts - Conduct extensive company valuations using approaches such as DCF, DDM, trading and transaction multiples, and EVA - Benchmark companies using financial and operating statistics - Prepare various reports including company profiles, earnings and flash notes, sector reports, newsletters, etc. - Support onshore analysts with time-sensitive earnings updates - Monitor news, events, and results of covered companies - Track regulatory trends impacting the industry - Collect information from industry or sector databases - Create presentations on industry and company research for marketing activities - Summarize investment conference calls - Handle ad hoc research requests Qualifications Required: - 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 - Strong understanding of accounting concepts and valuation methodologies - Expertise in building financial models with forecasting - Good financial writing skills - Ability to build client rapport and work in sync with onshore teams - Ability to work independently with an eye for detail - Proactiveness and thought leadership - Knowledge of databases like 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 Additional Company Details: Evalueserve emphasizes the accuracy and authenticity of the information provided by candidates, as it is crucial for the candidacy and plays a key role in the BGV process. The job description provided serves as an informative reference for tasks you may be required to perform but is subject to periodic modifications to align with evolving circumstances. Your TA SPOC is available to support you for any assistance required. Role Overview: As a global leader in knowledge processes, research, and analytics, at Evalueserve, you will work with a team specializing in global market research and collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. You will cater to 8 of the top 10 global banks by supporting their product and sector teams in deal origination, execution, valuation, and transaction advisory-related projects. Key Responsibilities: - Track specific securities and conduct detailed analysis covering all relevant aspects affecting securities - Create and maintain MS Excel-based financial models with forecasts - Conduct extensive company valuations using approaches such as DCF, DDM, trading and transaction multiples, and EVA - Benchmark companies using financial and operating statistics - Prepare various reports including company profiles, earnings and flash notes, sector reports, newsletters, etc. - Support onshore analysts with time-sensitive earnings updates - Monitor news, events, and results of covered companies - Track regulatory trends impacting the industry - Collect information from industry or sector databases - Create presentations on industry and company research for marketing activities - Summarize investment conference calls - Handle ad hoc research requests Qualifications Required: - 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 - Strong understanding of accounting concepts and valuation methodologies - Expertise in building financial models with forecasting - Good financial writing skills - Ability to build client rapport and work in sync with onshore teams - Ability to work independently with an eye for detail - Proactiveness and thought leadership - Knowledge of databases like 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 Additional Company Details: Evalueserve emphasizes the accuracy and authenticity of the information provided by candidates, as it is crucial for the candidacy and plays a key role in the BGV process. The job description provided serves as an informative reference for tasks you may be required to perform but is subject to periodic modifications to align with evolving circumstances. Your TA SP

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