Research Associate-Equity

Principal Accountabilities

• Sector Analyst
• Covering assigned sectors
• Stock recommendations in the sector
• Decisions related to stocks covered with Buy/ Sell/ Hold recommendations
• Recommendations regarding the amount/portfolio weightage to be invested in any particular sector
• Maintaining financial models of the stocks covered.
• Maintenance of the stocks covered in terms of earnings, corporate development
• Inputs for Asset Allocation based on Fundamental and Market Trends
• Assists in researching the market for the purpose of planning of investments through research, analyzing macro reports and RBI reports.
• Understanding Domestic and International Macro/Market indicators along with assessing the impact of regulatory changes/announcements on the market.
• Provides insights into economic trends and potential impact on the company investments.
• Hands on working in Information Portals (Bloomberg etc).
• Relationship Management with brokers for assessing certain investments.
• Functional Review
• Informs Management about current/projected market/portfolio related major indicators and portfolio exposures.
• Assists the team with relevant MIS details related to performance and other analysis required by them.
• Executing Equity dealings in market
• Assists CIO in making the Quarterly investment committee presentation, other Market related presentations and Income Projections.
• INTERACTIONS
  

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

• Finance for investments information
• Internal Team of Investments including BALIC
  

External Clients

Roles you need to interact with outside the organization to enable success in your day to day work

• Analysts / Research Houses
• Brokers for assessment of potential investments
• DIMENSIONS
  

Financial Dimensions

• Assisting in managing Equity portfolio of ~4000 Cr
• SKILLS AND KNOWLEDGE
  

Educational Qualifications

• Qualifications
• MBA Finance / CA / CFA
• Work Experience
• 3-5 Years of Work Experience (Research Associate / Portfolio Analyst)
• Technical Skills
• Excel / PPT Skills
• Bloomberg Skills
• Others
• Person should have active interest in Financial Markets, Macro Economics
• Live market job, dynamic and immense scope for learning and personal development