Senior Research Analyst/Lead Analyst (Exp: 5-7 years)

5 - 7 years

Mumbai Pune

Posted:7 months ago

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Job Description

  • Role:

    • The role involves supporting the equity research team of a buy-side firm
    • Working with the CIO and Portfolio managers at client end and provide highly integrated research support
    • Analysing and sharing insights on the sector and companies tracked (both public and private stocks)
    • Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases
    • Build and maintain financial models for active and new positions
    • Preparing questions for company management and coordination with sell-side brokers
    • Regular interaction with brokers/ company management
    • Support in thematic bottom-up research in stock selection as relationship evolves
    • Prepare short investment notes based on analysis and provide clients with actionable insight
    • Need to be able to work independently and have had experience making buy/sell – will be presenting those opinions to Sr. Analysts/PM
  • Candidate Profile

    • 5-7 years’ experience (up to 10) covering stocks in the Indian market.
    • Prior knowledge of buy-side research mandatory
    • Excellent communication skills and client relationship skills
    • Strong understanding of finance and accounting concepts
    • Attention to detail, ability to stretch and learn, high analytical rigor
    • Excellent financial modelling skills
    • Good problem-solving skills
    • Experience in healthcare, Industrial or Consumer sector will be advantageous
    • Experience of working on Indian stock will be beneficial
    • Prior experience in guiding and mentoring junior team members will be advantageous
    • MS Excel, MS Office tools, Bloomberg

 

  • Mandatory Skills

    • Financial Modelling, Equity Valuation, Equity Research, Fundamental Research

Roles and Responsibilities
  • Role:

    • The role involves supporting the equity research team of a buy-side firm
    • Working with the CIO and Portfolio managers at client end and provide highly integrated research support
    • Analysing and sharing insights on the sector and companies tracked (both public and private stocks)
    • Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases
    • Build and maintain financial models for active and new positions
    • Preparing questions for company management and coordination with sell-side brokers
    • Regular interaction with brokers/ company management
    • Support in thematic bottom-up research in stock selection as relationship evolves
    • Prepare short investment notes based on analysis and provide clients with actionable insight
    • Need to be able to work independently and have had experience making buy/sell – will be presenting those opinions to Sr. Analysts/PM
  • Candidate Profile

    • 5-7 years’ experience (up to 10) covering stocks in the Indian market.
    • Prior knowledge of buy-side research mandatory
    • Excellent communication skills and client relationship skills
    • Strong understanding of finance and accounting concepts
    • Attention to detail, ability to stretch and learn, high analytical rigor
    • Excellent financial modelling skills
    • Good problem-solving skills
    • Experience in healthcare, Industrial or Consumer sector will be advantageous
    • Experience of working on Indian stock will be beneficial
    • Prior experience in guiding and mentoring junior team members will be advantageous
    • MS Excel, MS Office tools, Bloomberg

 

  • Mandatory Skills

    • Financial Modelling, Equity Valuation, Equity Research, Fundamental Research

Skills Required

investment research modeling analytical equity research bloomberg accounting healthcare excel industrial concepts buying financial modelling client relationship stock finance fundamental research ca indian equity valuation cfa communication skills ms office

Work Mode

Work from Office

Job Type

Full Time

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Crisil

Financial Services

Mumbai Maharashtra

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