Associate Manager - Equity Research & Advisory -Financial Modelling & Valuations

Experience | 3-7 Years

Location: Noida (Hybrid)

Domain: Equity Research - (International Clients ) -US , UK , Europe , Middle east , EMEA,MENA

About the Role

We are hiring an Associate Manager - Equity Research for a leading global research and advisory platform. This role is suited for professionals with strong expertise in financial modelling, equity research, and team leadership, who are keen to work in a fast-paced, client-facing environment supporting Middle East , UK , US , MENA , EMEA coverage.

The Organization

A well-established international research and advisory firm with over two decades of experience in delivering high-quality, bespoke research solutions to investment banks, global corporations, and advisory firms. The organization is known for its analytical rigor, collaborative culture, and exposure to global markets.

Key Responsibilities

1. Conduct in-depth industry and company research within the sectors, with core equity knowledge

2. Build and maintain financial models from scratch, including: DCF, DDM, SOTP, LBO, and Relative Valuation

3. Prepare and review equity research deliverables, including:

Initiation of Coverage (ICR), quarterly earnings updates, sector notes, and valuation models

4. Analyze banking financials, key ratios, asset quality, capital adequacy, and profitability drivers

5. Present insights and recommendations to clients; address queries confidently

6. Plan and manage account staffing aligned with earnings calendars and project pipelines

7. Review and mentor junior analysts, ensuring high-quality, error-free output under tight timelines

8.Maintain MIS and utilization reports for internal and external stakeholders

9. Contribute to training, recruitment, knowledge building, and process improvement initiatives

Key Requirements

1. CA / CFA / MBA (Finance) from a reputed institute

2. 4-7 years of experience in equity research, with a banking sector focus

3. Minimum 2 years of experience in team review, coaching, or lead responsibilities

4. Strong command over:

- Banking financial statements

- Asset quality metrics,

- NIMs,

- Capital adequacy,

- Provisioning, and credit analysis

- Hands-on expertise in financial modelling from scratch

- Proficiency in databases such as Bloomberg, Refinitiv Eikon, Capital IQ, Factiva

- Experience with management calls, expert interviews, and secondary research

5. Excellent communication, report writing, and quantitative analysis skills

Key Skills

-Equity Research & Valuation

-Financial Modelling (DCF, DDM, SOTP, LBO, Comps)

-Banking Sector Analysis - Middle East/UK/US/Europe /EMEA/MENA

-Financial Statement & Ratio Analysis

-Report Writing & Client Presentation

-Team Leadership & Quality Review

-Bloomberg | Capital IQ | Eikon | Factiva

-MIS Reporting & Project Planning

\What the Role Offers

-Exposure to global banking and advisory clients

-High-impact strategic research assignments

-Leadership opportunities with scope for career progression

-Fast-paced, intellectually stimulating environment

-Hybrid working model