Senior Research Analyst (Report Writing)

About Perusal Global Solutions

Perusal Global is a leading offshore financial research and advisory organization based out of Mumbai. The company has clients across the USA, Europe, Australia, the Middle East, and India. Our team has rich experience in executing investment, equity, business research, and consulting projects across asset classes globally. The research we deliver to our clients is tailor-made, comprehensive, and insightful. We work as an extended team for investment banks, brokerage houses, private equity firms, venture capital funds, asset management firms, and corporates.

Our Culture

We are a growing organization, and we believe our people are key assets to our business. Our HR vision ensures that all our team members are provided with the means to achieve their career objectives and improve their skill sets through cross-learning. We make efforts to create an efficient and productive workplace, which enhances work satisfaction by providing handholding from induction to training to final onboarding. There is a healthy dose of competition among teams, which, however, never overwhelms the professional culture. We proactively take feedback from our team members to make the workplace better and address any issues at an early stage.

Job Title:

* The position of Senior Research Analyst or Research Analyst will be offered based on experience, exposure, and skill sets.

Reporting Manager:

Job Profile: Fundamental Research (Report Writing)

The position is a mid-level role designed to immerse candidates in the dynamic world of financial analysis and equity research. This position offers extensive exposure to equity and business research domains, requiring diligent research, report writing, financial analysis, and data analysis. The role involves sourcing, compiling, and synthesizing business information from a variety of public and proprietary sources to conduct business, equity, and investment research to support clients.

This position is ideal for candidates seeking to elevate their careers in equity and investment research, offering ample opportunities for growth and development within the field. The Research Analyst / Senior Research Analyst will gain in-depth knowledge and experience, contributing to key research efforts that shape investment strategies and business decisions.

Qualification:

• Postgraduate in Finance (MBA, MMS, PGDM), or International CFA (all three levels cleared).
• Minimum 3 years of working experience in the financial services industry after completing the post-graduation with at least one year experience in detailed report writing.

Experience:

• Research Analyst position

  : Total 3+ years of experience in the financial services industry after completing the post-graduation.

• Senior Research Analyst position

  : Total 5+ years of experience in the financial services industry after completing the post-graduation.
• Should have a minimum of two years of working experience in the financial research domain (in a KPO set up is an added advantage) for both the above positions.

Location

Work Timings:

Working days:

Mode of Work: Work from Office

Preferences: A must have experience in detailed research report writing

Roles and Responsibilities:

• Write

  research reports, including initiating coverage reports, equity research reports

  , earnings analysis reports, fundraising presentations, industry/sector reports, investment teasers, information memorandums, pitch decks (both on sell-side and buy-side projects).
• Assist in conducting fundamental analysis and equity research on companies in the client’s portfolio.
• Support the senior analyst/client analyst in deep-dive secondary research, including data gathering, populating, building, and maintaining financial models, preparing sections of the report or the entire report, ratio calculation and analysis, relative analysis with peers, and industry/company presentations.
• Ensure that the tasks assigned are completed within the deadline and ensure a top-quality output with a thoroughly conducted self-driven quality-check process.
• Maintain flexibility to learn new techniques and functionalities and gain exposure to various types of assignments.
• Contribute to internal knowledge creation and ad-hoc assignments.
• Handle ad-hoc research requests as per client requirements.
• Support in developing and maintaining databases to monitor/analyze industry and companies.
• Build dynamic financial models consisting of integrated Income Statement/Balance Sheet/Cash Flow Statements, along with revenue/cost model, DCF valuation, comparable valuation, and sensitivity analysis.
• Exposure to sell-side, buy-side, private equity, wealth management-related assignments.

Desired Candidate’s Profile:

• Excellent report writing skills
• Enthusiastic, proactive, and willing to participate in the growth journey of the company
• Excellent written and verbal communication and presentation skills
• Strong analytical skills with the ability to interpret complex data and provide actionable insights
• Ability to work both independently and collaboratively in a team environment
• Strong attention to detail and organizational skills
• Ability to work on multiple projects simultaneously and meet tight deadlines
• A proactive approach to problem-solving and process improvement
• Proficiency in Microsoft Office Suite, particularly Word and PowerPoint.

If interested, please apply on the LinkedIn Job post (Senior Research Analyst) or mail your updated resume with the subject line Applying for Senior Research Analyst (Report writing) position to sneha.singh@perusalglobal.com.

Note: