Senior Research Analyst - Research & Portfolio Management Services

Sr/ Research Analyst (Research and Portfolio Management Services ), Bangalore/Mumbai

Role: Sr Research Analyst

Team: Research & Portfolio Management

Reports to: Head of Research

Location: Bangalore/Mumbai

Role Description:

The key deliverable will be to maintain in-depth, timely and high quality research on companies within our investible universe and support the Portfolio Managers to make investment decisions

Core Responsibilities:

- Creation of financial models and analyze companies' historic performance based on these models

- Interact with managements of companies, attend conferences/management calls and build investment hypotheses and present to the internal team of analysts and Portfolio Managers

- Maintain and update the financial models on a quarterly basis and update the team on any new developments on the performance of these companies

- Identify and present new investible ideas that fit our investment philosophy

- Gather, populate and analyze industry-level and macro-economic data which is used by the research, team on a regular basis. The role also involves periodic updating of these datasets

- Work with the research team to analyse industry and company-specific trends, gather information, and enhance the research process

Skills:

- Excellent understanding of financial statements and business economics

- Strong analytical and communication skills

- Attention to detail

- Energetic, proactive, and hardworking

- Independent Thinker

- Good communication skills

- Learning attitude - reading books/new subjects

- Team member

- Advanced level of Microsoft Excel and use of technology

Qualification/ Experience:

- CA / CFA/ MBA in finance

- 1-5 years of relevant experience in equity research

- Strong academic track record