24/08 Pawan Kaul
Senior Analyst at Lacuna

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Lacuna - Equity Research Analyst (0-1 yrs)

Mumbai Job Code: 735616

Job Description :


- After recently hiring two analysts for our healthcare fund we are looking to hire one more analyst to work with our global asset manager team as a general equity analyst.

- This is an opportunity to work in a German asset management manager with an AUM of $300+ mn which invests across most asset classes and sectors globally.

- The role involves working in collaboration with a local Senior Analyst to support the Portfolio Manager on all aspects of the management of equity portfolios.

- Preparing initial level investment notes, screeners, financial modelling, forecasting, sector databases, finding themes and trends across sectors.

- Liaising with internal stakeholders and end clients, maintaining clear communication of work, as well as willingness to take on additional tasks.

- The Analyst will be measured over and through time on the efficacy of investment recommendations.

Responsibilities :

- Tracking the sectors and stocks assigned by senior analyst, updating the equity research team and the Portfolio Manager with news and events.

- Supporting the senior analysts on various tasks, varying from data gathering, populating data in financial models, preparing sections of reports, and deep-dive secondary research to populate industry/company presentations.

- Maintaining a task list of ongoing/pending tasks on a regular basis, and finalizing task priorities with the senior analyst

- Regularly communicating with the in-house senior analyst, the equity research team and the Portfolio Manager on project updates and be up-to-date with sector happenings

- Build and maintain company and industry models, financial and value screens.

- Monitor the latest news/developments on the underlying stocks in the portfolio and evaluate the impacts on the stocks using qualitative and quantitative method. Also monitor macroeconomic news.

- Meet with company managements on a frequent basis through on-site company visits, conference calls and meetings in our own office.

Skills required :

- Proficiency in MS-Excel

- Strong financial and accounting concepts

- Critical skillset required of the Analyst is to successfully identify, assess, and communicate investment ideas to the equity research team and the Portfolio Manager.

- Strong team player and willingness to take on challenges

Academic Qualification - Certifications :

- The candidate should have CFA (or progress towards it) with a minimum of 1-2 years of experience. We will also consider individuals with an MBA.

- They should be able to demonstrate solid judgment, intellectual curiosity, and willingness to take a differentiated perspective, for instance through a track record in personal/ professional investments.

- The candidate should possess analytical skills including the ability to organize and synthesize data to reach conclusions.

- Familiarity with equity market databases such as CapitalIQ, ThomsonReuters EIKON is desired.

- The job requires excellent verbal, written and communication skills along with strong organizational skills and ability to work well in an international team environment. CFA candidates are preferred.

Women-friendly workplace:

Maternity and Paternity Benefits

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