Centrum Wealth Management Ltd
Position- Equity Research Analyst (Retail Research & PMS)
Experience- 6+ years
Reporting to- Head of Research/ Chief Investment Officer
- Scanning the economic & corporate environment for identifying & conducting, fundamental Research on Mid Caps Stocks & preparing reports on active coverage ideas.
- Preparation & study of charts for individual stocks & Nifty to generate short & long term calls for the investor
- Writing detailed Equity Research Reports, special reports on economy & cash market.
- Initiating Buy / Sell recommendation on real time & positional basis
- Publishing these records on timely basis
- Identifying investment opportunities across sectors based on analysis & projection & Assisting HNI & Retail clients in restructuring their portfolio & advising them on building Long term & short term portfolio
- Designing customized templates on Excel, working on higher Excel applications and output.
- Using different databases like BLOOMBERG, REUTERS, METASTOCK, ACESPHERE, CAPITALINE, CMIE, NEWSWIRE, Thomson, Alacra, 10K Wizard etc.
- Generating intraday & short term holding call in equity & F&O. Prepare daily "Morning report" which include: Trading call, short to medium term holding call in equity as well as F&O both.
- Research Report Making.
- Fact Sheet Writing.
- Giving Pair Trading Calls.
- Dealing with Institutional Clients that are empanelled with.
- Supporting the Dealing team with investment ideas
- Participating in Investment Seminars / Road Shows.
- Supporting and Mentoring the Junior Analysts.
Compensation open for the right candidate. Preferred candidates from Wealth Management/ Private Banking/ Broking Houses.
Should this opportunity suit your experience, kindly have your updated profile sent in to email@example.com mentioning your compensation details as Interviews are in progress.