Institutional Equity Research Role - Surat, India - Hyrmus

    Hyrmus
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    Description
    Job Title:
    Institutional Equity Research


    Brief Info:

    For the last couple of years, the Institutional Broking Business has been started and the sales are going on.

    But now the company wants to establish a dedicated Institutional Equity Research Desk within the Institutional Broking business, with an initial emphasis on covering a diverse range of companies situated in Gujarat.

    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 highquality 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 oneonone or group meetings with company management to gain insights into their business operations, strategy, and future plans.
    • To conduct onsite 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.
    • To 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, 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 indepth secondary research.
    • Experience in conducting road show, management meeting and plant visit
    Education Qualifications:


    • CA or CFA or MBA
    • Finance (MUST)
    • Good relationship management, strong communication and presentation skills.
    Exp: - 8 years in Institutional Research in Sector Agnostic, at least 2 years of experience in coaching and reviewing the outputs of junior team members
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