Analyst - Equity Research - Wealth Management Firm - CA

Our client is an equity advisory and research consulting firm, providing comprehensive wealth management solutions to organisations, HNIs and other companies. They are also engaged in providing consulting services to Financial Institutions on sophisticated product formations and execute research to provide strategies to be deployed in different offerings.

The team is founded by an MDI graduate and an ex-Research Head of a Billion Dollar Hedge Fund, who has brought in his immense investment knowledge and experience into the firm. They also provide remote working opportunities to ones who are keen to make their career in equity research.

As an Equity Research Analyst, the candidate will work directly with the Fund Manager and will be expected to gather, track and analyze relevant data, update models/analysis, present findings to Fund Manager, so that the fund can make sound / data and evidence based investment decisions.

What you will do:

- Creating and updating proprietary models/spreadsheets for the prospective investments

- Analysing financial information and conducting analytic and strategic research.

- Inputting data into proprietary financial models and ensuring the accuracy of data and output based on the data.

- Creating Automations using VBA and other tools wherever needed.

- Compiling historical data in respect of stocks and companies from publicly available sources.

- Updating and maintaining databases to track relevant financial, economic or other indicators which may be relevant to the sector and/or region under coverage

- Assisting with other company and industry related analysis as may be required by the Fund Manager

- Monitoring relevant market news and information

- Assisting with the preparation and development of research reports, industry primers and marketing presentations.

Candidate Profile:

What you need to have:

- Financial Modelling Experience is a must and a person should be excellent at this. This is the main part of the job along with research on the Financial Numbers

- Excellent understanding of Financial Statements and Accounting Standards.

Qualified CA

- Financial Statements Audit experience preferred

- The ability to work independently and proactively

- A person should be passionate for Equities

- Strong proficiency in Advanced Excel, VBA.

- Proficiency in data science tools and languages (SQL and Python) will be considered as a great positive but not a necessary requirement

Experience: 2 to 4 years

Annual CTC: Rupees 8,00,000 to 12,00,000