Equity Research Associate
Description:
Department: Sell-side Research & Operation.
Location: Bangalore.
Experience: 3-5 years of experience in Equity Research & Financial Modelling.
Education: Graduation + CFA L3 cleared OR MBA in Finance.
Sectors Experience into Auto sector will be added advantage.
Key Responsibilities:Workflow could include:
- Building and updating financial models with scenario analysis.
- Carrying-out DCF, relative, SOTP and other relevant valuation methods.
- Developing accurate assumptions and valuation with rationale.
- Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions.
- Discussion investment ideas and stock updates with PM/CIO.
- Preparing earnings reviews, preview, attend con calls and management meetings.
- Preparing pitch notes/presentations, industry and thematic notes.
- Creating and updating databases.
- Collecting and analyzing news.
- Handling ad hoc research request.
- Maintain constant communication with the client and other stakeholders.
Key Competencies:The analyst should have.
- Excellent financial modeling and research report-writing/presentation making skills.
- Should have ability to think through drivers and KPIs across broad range of sectors.
- Good client relationship management skills and communication skills.
- An eye for details and ability to handle multiple workflows with tight deadlines.
Numerical abilities:- Building complex, error-free models with well-defined revenue/cost driver assumptions.
- Carrying out earnings sensitivity analysis.
- Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations.
Writing skills:- Writing in a logical and structured manner that requires minimal rework.
- Writing bulletins and one-page summaries.
- Linking macro/industry analysis to the output.
- Building effective presentations.
Others:- Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases.