Research Analyst - Private Equity - Insurance

Analytics & Due Diligence Analyze performance of existing investee companies, compare the same with industry peers and prepare a communication for investors.

Working on valuations of investee companies on annual basis.

Communication Preparing regular updates on investee companies for investors.

Preparing Fund Fact Sheet and Investor newsletter.

Ideation Keep meeting companies of interest, attend calls and conferences, discuss with other broker analysts to generate new ideas for investments, improve understanding and prepare detailed reports to justify the investment case.

Operations Maintain centralized research database - investment thesis and supporting documents like company model- s, reports, quarterly earnings reports, company meeting notes etc.

File management of all investment documentation and internal reporting, production of meeting agendas and taking meeting minutes, updating of procedure manuals.