Equity Research Analyst - BFSI - CA/CFA

Equity Research Analyst

Job Purpose :

Primarily to assist in the day to day management of the equity investments by conducting research, generating investment ideas and monitoring positions for a reputed Investments company.

Specific Accountability :

- Assist the portfolio manager by providing industry insight, bottom-up fundamental research and actionable stock recommendations using expertise to positively impact performance of the equity investments.

- Conduct primary and secondary research.

- Perform complex financial modelling and valuation.

- Assist in developing investment strategies and build asset-allocation models to maximize performance and manage risk.

- Generate periodic reports on portfolio performance/ return attribution analysis/ benchmarking.

- Daily monitoring of portfolio holdings for corporate actions and relevant events; liaise with back office and risk management teams.

- Preparing material for presentation of investment opportunities and regular updates to management.

- Develop and sustain frequent contacts with management teams and industry sources utilizing company/industry publications, sell-side analysts, etc to drive insights.

- Assist with daily trading execution and documentation.

Qualifications & Experience :

- CA/CFA is highly desirable.

- A generalist with experience in Equity Research with MENA exposure is a plus but not mandatory.

- Solid quantitative and qualitative analytical skills and strong excel modelling skills.

- Proven interpersonal skills with ability to work as part of a team and enjoy contributing in a cooperative and entrepreneurial environment.

- Strong communication skills - both verbally and in writing.

- Capable of developing independent opinion and defending own views.

- Experience using Bloomberg, Advanced Excel skills.

- Post Graduate Degree in a relevant discipline.