Travash - Senior Analyst/Associate Director - Equity Research

Description:

We are looking for a seasoned Equity Research professional with strong expertise in financial modelling and deep sectoral knowledge across Banking, Specialty Finance, CRE, and FIG. The role involves building high-quality research, generating actionable investment insights, and supporting institutional decision-making.

Key Responsibilities:

- Conduct in-depth equity research on companies within Banking, Specialty Finance, CRE, and FIG sectors

- Build and maintain robust financial models (3-statement models, valuation models, scenario & sensitivity analysis)

- Perform industry and company analysis, including business models, competitive positioning, regulatory environment, and risk assessment

- Develop valuation frameworks using DCF, comparable companies, precedent transactions, and sector-specific metrics

- Write initiating coverage, earnings update notes, thematic reports, and investment recommendations

- Track sector trends, macroeconomic indicators, regulatory changes, and credit cycles impacting coverage universe

- Interact with company management, industry experts, and internal stakeholders

- Support portfolio managers / investment committees with timely insights and data-driven analysis

- Mentor junior analysts (for senior roles) and review research outputs for quality and accuracy

Required Qualifications & Skills:

- 5 - 15 years of experience in Equity Research, Investment Research, Sell-side Research, or Institutional Research

- Strong domain expertise in Banking, Specialty Finance, CRE, or FIG (one or more sectors)

- Advanced financial modelling and valuation skills

- Solid understanding of financial statements, credit analysis, asset quality, capital adequacy, and regulatory frameworks

- Excellent analytical, problem-solving, and quantitative skills

- Strong written and verbal communication skills with experience presenting to senior stakeholders

- Proficiency in Excel, PowerPoint; exposure to Bloomberg/FactSet/Capital IQ preferred

- CA / CFA / MBA (Finance) or equivalent qualification preferred

What We Offer:

- Opportunity to work on complex financial sectors with high investor interest

- Exposure to senior investment professionals and decision-makers

- Competitive compensation aligned with experience and expertise

- Collaborative and performance-driven work environment

If interested, please share with us your updated resume to keerthid@travash.com