Institutional Equity Research - Mumbai, India - Sure4job Manpower solutions

Description

Job Title: Institutional Equity Research

Job Location: Kandivali, Mumbai / Surat

Education Qualifications: CA or CFA or MBA - Finance (MUST)

Job Description:

To collate and analyze industry data to identify trends, patterns, and insights. Utilize statistical

analysis, trend analysis, and comparative analysis techniques as appropriate.

To Produce high-quality research reports covering company profiles, financial analysis, industry

trends, investment thesis, and valuation recommendations.

Stay abreast of market developments, regulatory changes, and emerging trends and Continuously update the research methodologies, expansion of coverage universe, and enhance

your analytical capabilities to remain competitive

To explore relationships between different variables within the industry data using correlation

analysis, regression analysis, or data visualization techniques. Identify patterns, dependencies,

and causal relationships to understand the industry dynamics.

To arrange and participate in one-on-one or group meetings with company management to gain

insights into their business operations, strategy, and future plans.

To conduct on-site visits to company facilities or plants to gather firsthand information about

operations, production processes, and overall business dynamics.

To organize and participate in road shows where company executives present their business

strategies and financial performance to institutional investors.

Work closely with institutional clients, understanding their investment goals, risk tolerance, and

preferences. Present research findings, investment ideas, and updates during client meetings.

Provide periodic performance reports to clients, highlighting the value added by research

insights and the impact on investment outcomes.

Skills Required:

Proficiency in using financial information databases, such as Bloomberg, and Capital Market.

Excellent financial modelling and report writing skills with experience in writing ICRs

Strong understanding of financial concepts, financial statements, ratios and valuation techniques, including DCF, LBO, SOTP, comparable valuation, etc

Creation of comprehensive equity research reports covering company profiles, financial analysis, industry trends, investment recommendations, and risk assessments.

Experience in conducting management calls, expert interviews and in-depth secondary research.

Experience in conducting roadshows, management meetings and plant visits

Exp : 5 8 years in Institutional Research in Sector Agnostic, at least 2 years of experience in coaching and reviewing the outputs of junior team members

Good relationship management, strong communication and presentation skills

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