Equity Analyst

Job Purpose:

Existing position:

- The purpose is to contribute to the investment decision making process of listed equities of company through fundamental investment analysis of sectors and stocks.

- This is a critical role within the Investment department.

- The role is responsible for research and tracking the stocks in the decided sectors (viz. Pharma, Consumer Staples, Retail, Hospitality and Healthcare) and provide recommendations to the HOE/CIO.

- The role has indirect influence on 10% of the listed equities portfolio (~Rs.800crs). The scope consists of generating Investment Idea of stock based on fundamental analysis and meeting management; updating valuation models to account for sector trends and making result notes, news updates on Sectors/stocks.

- The role demands to stay up to date on all related company/sector news to help HOE and CIO to make informed decisions.

Principal Accountabilities:

- To conduct research, create company reports, analyze financial information, and make predictions regarding

financial matters, and recommend for investment. Primary sectors- Pharmaceuticals, Consumer Staples, Retail, Hospitality and Healthcare

- Create and maintain earnings, valuation models for covered stocks. Making Investment notes, update notes,

Quarterly Result Notes and Annual report analysis of companies.

- Analyze data to identify emerging opportunities and risks, with reasoning

- Build relationships with investor relations teams of portfolio companies

- Maintain sector model portfolios

- To ensure timely monthly, quarterly, half yearly and annual report generations

INTERACTIONS

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

- HoE for valuation changes and keep him informed on Sector Trends, evaluation and review of ideas , research notes and

inputs on work done

- Research Team understanding and development of common practices for research, tracking and analysis

- Will need to engage with the the HoE/CIO and IC members

External Clients

Roles you need to interact with outside the organization to enable success in your day-to-day work

- Company managements - for company updates and outlook

- Sell side Brokers (Analysts)- for information on companies and data inputs

- Buy side research

- Conduct field level meetings/plant visits for feedback

DIMENSIONS:

Financial Dimensions (These should be quantifiable numerical amounts):

- Target: To generate 2 new stock ideas every year every sector, to produce quarterly reports on all covered stocks. To generate all covered sector presentations twice a year.

SKILLS AND KNOWLEDGE:

Educational Qualifications:

a) Qualifications:

- Post-Graduate in Management/CA, CFA is a plus

Advanced MS office skills preferred:

Word Excel: Forms, Formulas, Functions, Pivot Tables, Macros, Graphs, visual Basic

PowerPoint: Graphics

b) Work Experience:

- Minimum 10-12 years of relevant sector experience (Sell side or Buy side)

- A detailed oriented self-starter with quality experience in the equity research

Skills and abilities:

- Profound understanding of equity markets on a global level. In addition, a deep understanding of fundamental analysis, financial modeling, and strategy research

- Strong analytical and communications (verbal and written) skills

- Hands on working on Information Portals (Bloomberg, Capitaline etc)

- Ability to operate independently

- Good attention to detail

- Ability to maintain confidentiality

- Problem solving and decision-making - develop solutions to a variety of complex problems