Sector Analyst, Forum (Equity & Credit Research)

Position Overview

The Forum division at Third Bridge produces investment research by conducting in-depth interviews with senior executives and industry specialists to unearth critical insights and generate unfiltered content.

Our 120-strong industry aligned team covers over 10,000 public and private companies, applying data-driven factor models to identify opportunities across various asset classes and geographies.

We are currently looking to recruit a Sector Analyst as part of our Forum division in Mumbai.

In this role you will be expected to:

• Primarily produce in-depth research on publicly traded companies and key private market transactions in India, with 1-3 core sectors of coverage allocated to you;
• Generate actionable investment ideas, perform initial due diligence and prepare detailed questions lists, and then go deeper into the subject matter by hosting interviews on those topics with industry experts and executives;
• Drive discussions with industry specialists, extracting value-added and actionable insight throughout your discussions;
• Manage internal and external stakeholders; educate and pitch upcoming work to sales teams; directly interact and build relationships with clients;
• Build out your network with industry specialists across your areas of coverage; do deep-dives on industries/companies, figure out where specialists have non-consensus views, and build out a pipeline of content.

A successful candidate will display these personal attributes:

• Intellectual Curiosity; deeply interested in understanding financial markets and building expertise in analysing businesses, strong research/analytical skills.
• Strong Relationship Builder; ability to confidently interact with C-level executives and industry experts, proficient at working both independently and effectively with diverse teams with different perspectives and backgrounds.
• Strong Communicator; excellent written and verbal communication skills, highly logical and structured, and exceptional attention to detail.
• Results Driven; self-starter committed to digging deep into their coverage, a high degree of work ethic, and personal responsibility/ownership for the role.
• Entrepreneurial; a strong entrepreneurial drive and desire to help shape and develop the Forum product.

Qualifications

What we look for

• Previous experience (1-3yrs) at a reputable asset management, securities brokerage, investment banking, or consulting firm.
• Proven experience in conducting equity research and/or demonstrated ability to conduct fundamental, bottom-up research.
• Excellent analytical, interpersonal and communication skills that would help build rapport when driving your research with experts.
• Strong team orientation, highly collaborative with proven experience in driving outcomes through teamwork.
• Bachelor s degree or above is preferred.
• Fluent in spoken and written English.

Additional Information

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:

  Hybrid work options, Work from Anywhere program, and flex days, offered at the company s discretion and subject to annual review.

• 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.