Equity Research - Buy/Sell Side

Job Overview

- Person should have a good understanding of equities and the broader financial research process.

Key Result Areas (indicators for measuring success in the job)

- Quality of work – Accuracy, presentation and attention to detail in day-to-day delivery, depth of contribution, creative thinking, effort to provide incremental value-add

- Responsiveness

- Knowledge development and sharing on assigned sector/ geography.

- Strength of relationships with clients and team.

Responsibilities (to note down five to eight primary duties performed in this position in their order of importance)

- Prepare detailed financial models (including on valuations), industry studies and company notes

- Provide quality data and analysis to make the research process more efficient and robust

- Keep abreast of important trends and developments in the relevant sectors/geographies

- Provide need-based analysis on unassigned stocks

- Build and maintain strong relationships with clients and within the team

- Make regular presentations to the team on relevant topics/areas of expertise

Key Skills/Experience (Specific knowledge and technical skills that are required to perform the position)

- Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with US equities strongly preferred

- Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data.

- In-depth knowledge of one or more sectors – key drivers, dynamics, trends and indicators – would be an advantage

- Database skills - Bloomberg, Datastream, Factiva, T1A and other financial databases

- Good relationship management, and strong communication and presentation skills

- Ability to work with and coach junior team members

Years of Experience:

- 1 - 5 years work experience - in investment research or working in the relevant industry role

Education:

- MBA from prominent institute or CA or CFA or Masters in Finance

External Relationships:

- Sell-side - for factual information, analysis, reports and models

- Industry wide bodies - to catch the trends early

- Database vendors - For information needs and training

Internal Relationships:

- Portfolio managers - Consumers of research pieces, they factor research into investments

- Analysts - Drive initial work flow. Use research to identify companies, modify projections

- Manager - For regular work related issues and for career development

Send Your update profile (Subject Line Equity Research)

Revert ASAP with your updated profile with following details: -

Exp. in Equity Research
Exp. In US Equity Research
Exp. In Financial Modelling
Exp. in Bloomberg /Datastream
Exp. in VBA / Macros
Current Company
Current Location
Ready to Relocate Gurgaon
Current CTC
Notice Period

Ajay Gupta (Sr. Consultant)
www.planmanhr.com / www.planmanconsulting.com
(Delhi,Mumbai,Bangalore,Kolkata,Hyderabad,Pune,Chennai)
Feel Free to Connect with me
http://in.linkedin.com/in/toajaygupta