Research Analyst - NBFC

Research Analyst - NBFC

Here are the typical responsibilities and required skills for such a role:

Key Responsibilities:

Equity Research:

- Analyze and evaluate individual stocks, sectors, and market trends.

- Provide stock recommendations based on fundamental and technical analysis.

- Track earnings reports, financial statements, and economic news.

- Develop financial models, including valuations using various methods (e.g., DCF, P/E multiples).

- Monitor global economic factors, market movements, and regulatory changes that might impact the stock market.

Mutual Fund Research:

- Study various mutual funds across asset classes (equity, debt, hybrid).

- Evaluate fund performance, risk, and manager track record.

- Provide recommendations for mutual funds based on client risk profiles and investment goals.

- Assess the portfolio composition of mutual funds and benchmark their performance against industry indices.

Market Reports & Insights:

- Prepare detailed market reports, including stock and mutual fund recommendations.

- Offer insights into market trends, economic conditions, and how they might impact investments.

- Help in the creation of investor presentations, newsletters, and research notes.

Client Advisory:

- Assist in portfolio construction for clients, ensuring diversification and risk-adjusted returns.

- Educate clients about investment options, risks, and potential returns.

- Offer personalized financial advice based on the client's needs, goals, and risk appetite.

- Provide recommendations to enhance or rebalance portfolios over time.

Collaborate with Sales and Advisory Teams:

- Work closely with the sales and advisory teams to tailor recommendations and investment strategies.

- Ensure that clients' portfolios align with their long-term financial goals.