Equity Analyst - Mid & Small Cap

JOB PURPOSE:

This is a critical role within the Investment department. The role is responsible for research and tracking the stocks in the decided sectors and provide recommendations to the HOE/CIO. 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- Mid & Small Cap, BFSI & IT

- Create and maintain earnings, valuation models for covered stocks

- 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

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 7-8 years of relevant experience-Buy Side preferred

- A detailed oriented self-starter with prior 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