Senior Equity Research Analyst Role Overview: As a Senior Equity Research Analyst at Lean Research, you will lead fundamental research on equities especially US-listed companies build and refine detailed financial models, develop valuation analyses, and collaborate directly with clients to deliver actionable investment ideas. You will also champion the integration of AI-driven tools to accelerate and enhance research workflows. Strong communication skills both written and verbal are critical to succeed in this client-facing role. Key Responsibilities: - Conduct comprehensive fundamental research on equities, including industry analysis, competitive landscape, and company-level deep dives (with some focus on US markets). - Build, maintain, and update detailed financial models (DCF, LBO, comparable valuations) to support investment theses. - Perform rigorous valuation work, sensitivity analysis, and scenario testing. - Draft and pitch well-supported investment ideas to clients, producing clear, polished research reports and presentations. - Collaborate with client portfolio managers, strategists, and other stakeholders throughout the research process. - Leverage AI tools (e.g., LLMs, data-processing platforms) to automate data collection, streamline analysis, and enhance insight generation. - Identify and evaluate emerging AI-enabled research tools; recommend best-in-class solutions to accelerate team productivity. Qualifications: - Bachelors degree in Finance, Economics, Accounting, or a related field; MBA or CFA charter holder preferred. - 4+ years of equity research experience, with some coverage of US-listed companies preferred, at a buyside or sellside shop. - Proven track record of producing high-quality financial models and valuation analyses. - Strong writing and presentation skills; ability to distill complex analysis into concise, persuasive deliverables. - Strong verbal and written communication skills for effective collaboration with clients and internal teams. - Experience presenting investment ideas directly to portfolio managers or clients. - Proficiency with Excel (advanced functions; VBA/macro skills optional). - Familiarity with Bloomberg, Capital IQ, FactSet, or similar data terminals. Preferred Skills: - Demonstrated proficiency in using AI/LLM tools: prompt engineering, workflow integration, and model selection. - Knowledge of alternative data sources and practical applications in equity research. - Prior exposure to offshore research collaboration. - Enthusiasm for continuous learning in finance and AI technologies.

Anywhere in India/Multiple Locations

LeanResearch - Senior Equity Research Analyst 

Job Description for LeanResearch - Senior Equity Research Analyst  in Lean Research in  Anywhere in India/Multiple Locations for (4-8) years of experience. Apply Now!