Shriram Wealth Advisors - Equity Research Analyst

Job Description :

Organization : Shriram Wealth Advisors Ltd.

Department : Equity Research

Designation : Research Analyst

Responsibilities :

Generate stock ideas :

- Company specific fundamental research:

- Analysis of quantitative and qualitative factors

- Analysis of Competitive Advantages, Growth and Profitability Drivers

- Building Earnings Model and DCF models for companies

Building Quantitative Models :

- Track macroeconomic data

- Create thematic research based on macro events and special case situations

- Building Quantitative Models - Analysing long term historical corporate data

- Updating Models on a regular frequency

Portfolio Tracking and Monitoring :

- Track and analyse portfolio company results, Corporate News and Management feedback

- Proactively respond to Co specific / Industry related developments pertaining to portfolio companies

- Analyse the impact on portfolio companies, suggest necessary actions

Attribution Analysis :

- Analyse past performance of portfolio and provide attribution analysis

- Prepare quarterly and annual presentation based on performance of funds

Required Qualifications :

- A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation

- Excellent verbal, written, and interpersonal communication skills

- Knowledge and understanding of investment research, portfolio analysis

- Work experience in a related field is preferred (3 - 7 years)

- Good critical thinking and decision making skills

Technical Skills :

- Knowledge in Excel and Power point

- Proficiency in financial database software's like Bloomberg & Capital Line preferred