Head Fundamental Research Analyst - Financial & Broking Firm

Location: Mumbai

Role - Head Fundamental Research Analyst

Job Description:

- The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients.

- The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s):

- Create and maintain company operating, earnings forecasts and valuation models;

- Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities

- Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media.

- Provide Buy/Sell/Hold Recommendations.

- Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients).

- You will be expected to maintain a procedure protocol for escalating emerging news across the coverage and respond to corporate actions, special situations, event, and model validation.

- Build relationships with investor relations teams of your portfolio companies. This may involve some travel.

- The analyst will also interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.

- The analyst will ensure to maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the companys research, building its brand and referring potential new clients.

Qualification:

- CA / CFP / MBA - Finance (MUST)

Experience:

- Prior experience in financial services preferred (2-4 years) within a front office role {such as Equity Capital Markets, Debt Capital Markets, Sales & Trading or Equity Research}.

- Advanced Excel proficiency. 2-4 years of practical experience of using Excel for building and maintaining financial models. (MUST).

- Platform experience within Bloomberg or similar software.

- Experience writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong power point skills (MUST).

- Proficiency for presenting and debating a point under pressure; Strong power point skills are a must.

- Our Focus Industry Sectors: BFSI Autos Industrials.

Key Skills:

- Experience writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong power point skills (MUST)

- Proficiency for presenting and debating a point under pressure; Strong power point skills are a must.