Equity Research Role - Mid Cap Sector

Job Purpose:

- Conducting in-depth research by interacting with industry experts, company management and government officials to garner a greater understanding of the Midcap sector.

- The broader purpose is to generate money-making research ideas/products for fund manager clients

- Converting the understanding of the sector into quantitative elements through financial models and valuations

- Facilitate engagement for the sales team with clients.

- Provide relevant research material/coverage for the sector to the sales/sales trading team to facilitate client interaction

- Interacting with clients such as Professional Investors, Prop Funds and Money Managers to bring in greater mileage and hence drive business through brokerage for the organization

- Providing coverage for 15 to 20 key stocks in the sector

Targets include:

- 1 idea-generating report per month

- 20-30 client calls/meetings per month.

- 4-5 corporate access events per quarter

Key Responsibilities :

Managerial Responsibilities:

- Scale-up research capabilities of the associates to take ownership of products/client relationships

- Mentoring the associates towards improving the overall relevance and quality of research

Functional Responsibilities:

- Build a corporate image as a trusted equities house/partner for the companies under coverage and key individuals in client organisations

- Writing periodic research reports that help give clients a perspective on the coverage sector

- Meeting corporate and industry experts to enhance the relationship and build expertise

- Communicating effectively, both in written and oral form -forecasts and views on the sector

- Interacting with external and internal clients and facilitating their decision-making

- Come out with timely actionable ideas to generate revenues for the firm

- Facilitating interaction of corporate / industry experts with clients

- Ensuring that financial models are precise and robust to capture the various nuances and complexities of the sector dynamics

- Providing actionable ideas on stocks under coverage, given a certain change in the business environment

- Providing actionable ideas on stocks under coverage, given a certain change in the business environment

Qualifications and Work Experience:

- CA / CFA / MBA from a Reputed Institute

- 10 to 15 years of relevant work experience in the Capital Markets domain

Functional Competencies:

- Aptitude for research, especially understanding of business models and converting the same into effective/dynamic financial models

- Holistic perspective with an eye for detail

- Ability to understand as well as communicate complex business developments in a simple and lucid manner

- Understanding of the financial markets and interplay of all the factors impacting Indian equity markets

Modelling/ Valuation skills:

- Good understanding of accounting and taxation laws

- Relationship Management is integral to the role

- Decision-Making skills

Behavioural Skills

- Excellent interpersonal skills

- Excellent communication and report writing skills

- Ability to communicate and interact with very senior-level industry/government officials

- Ability to work under stressful and tight timeline situations