Job Title: Equity Analyst Job Location: Mumbai Experience: 1-2 years Description: - 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.

Mumbai

Lacuna - Investment & Equity Analyst 

Job Description for Lacuna - Investment & Equity Analyst  in Lacuna in  Mumbai for (1-2) years of experience. Apply Now!