Associate Manager - Equity Research

Role and Responsibilities -

- Build an in-depth understanding of the business and research requirements of multiple financial research clients.

- Quickly come up to speed on each client's geographic, sector and stock coverage, existing research best practices, client subscribed databases and delivery templates / guidelines.

- Plan, lead and manage multiple equity research and business valuation projects, including ICRs, quarterly reviews, flash reports, sector updates, valuation models (DCF, LBO, SOTP, Comparable), financial statement analysis, etc.

- Review outputs of junior team members and deliver error free outputs under tight deadlines.

- Present key findings to the Client and address questions and objections with clarity and confidence.

- Plan for the staffing and business continuity for each client account based on the earnings release calendar of coverage companies and project pipeline.

- Maintain and circulate robust and accurate MIS of projects executed and utilization to the Client and internal stakeholders.

- Be responsible for professional development, coaching and evaluation of team members.

- Contribute to firm-level responsibilities which can include knowledge management, training, recruitment, new product development, internal process development, expanding business capabilities, etc.

Job Description | Associate Manager - Equity Research

RocSearch Ltd.

Candidate Profile

- CA / CFA / MBA Finance from leading B-Schools.

- 5+ years of experience in investment research, financial modelling, and valuation.

- At least 2 years of experience in coaching and reviewing the outputs of junior team members

- Strong understanding of financial concepts, financial statements, ratios and valuation techniques, including DCF, LBO, SOTP, comparable valuation, etc.

- Excellent financial modeling and report writing skills with experience in writing ICRs and-or information memorandums.

- Strong quantitative aptitude and ability to draw inferences from a set of numbers / financials

- Experience in conducting management calls, expert interviews and in-depth secondary research.

- Proficiency in using financial information databases, such as Bloomberg, Thomson Eikon, Capital IQ, Merger Market, Factiva.

- Excellent data presentation and synthesis skills with attention to detail.

- Impeccable verbal and written communication skills.

- Demonstrate learning aptitude, openness to feedback and ability to work in a team as well as individually.