Equity Research Analyst - Insurance Domain - Institutional Equities Firm

The Firm: A leading Institutional Equities firm

Role: Analyst - Insurance

Role & Responsibilities:

- The role requires the individual to have an analytical and research-based approach.

- The role impacts the investors group deeply, where they advise them on the intrinsic check points/inquiries that needs to be undertaken before an investment decision is made.

- Detailed review and analysis of competitive landscape.

- Understanding of various products prevalent in both life and general insurance

- Comparative study within the industry/competing/peer firms to draw up analysis which will strengthen the confidence of the investors.

- The role has a deep impact in the DRHP filing situations, the person will be primary resource who will share critical insights on the risk factors

- The role strengthens the equity research teams review on specific sector/industry/firms

- The role will gradually also focus on Environment Social Governance and will make a deep impact

- The role over a period of 12 to 18 months can move into an independent client facing role

Required Background:

- 1 to 4 years of industry experience in life insurance or general insurance sector, preferably life insurance. Experience by doing an offshore analyst role or being a part of a corporate in their business analytics team.

- Should have the ability to synthesis insights from accounting and financial information disclosed by companies and regulators.

- Strong understanding of insurance accounting and a keen interest in equity markets.

- Good writing and proficiency in MS excel

- Preferably a CA or CA/CFA. Actuary certification is even better.

- Strong technical/conceptual understanding of finance and valuations

- Strong statistical and analytical skills to assess the economic performance / perform analysis of companies and industries

- Strong business acumen

- A multi-tasker with an eye for details

- MS Office skills - should be good in MS PowerPoint, MS Excel, and MS Word