PNB Metlife - Equity Research Role - Investment

Context & Role:

The job holder will have the responsibility of supporting the Investment Team and Fund Managers primarily researching midcap stocks in sectors like retail, textiles, consumer discretionary, auto ancillaries but not limited to the same.

The candidate should be more bottom up stock selection oriented and be able to identify evolving themes in existing or new sectors with a quick turnaround time.

The jobholder will work closely with the Fund managers. He/ She will also monitor the companies and industries where the Company has made investments.

Desired qualifications and experience :

- MBA from a reputed institute/ University or CA. CFA (US) would be a desired additional qualification

- An experience of 5 - 7 years of as a research analyst preferably with a Life Insurance/Mutual Fund/ Equity Brokerage.

Key Responsibilities:

- Comprehensive research on the companies, industries and groups where the Company intends to invest

- Generate reports for the perusal of FM/CIO

- Provide recommendations on the portfolio

- Constant post-investment monitoring

- Independent and neutral feedback on the various investment options

- Short models for mid-cap ideas

Measures of Performance:

- Identification of opportunities available in the market commensurate with the risk profile of the Funds/Investment Philosophy.

- Quality of recommendations and early identification of themes in stocks/sectors

- Bloomberg Portfolio Attribution for a performance of recommended stocks/sectors covered vis--vis the benchmark

Knowledge and skills required :

- Keen analytical skills to evaluate investment ideas

- Sound knowledge of the sectors mentioned, accounting concepts, techniques and principles

- Excellent verbal and written communication skills