Research Analyst

• Department – Investments
• Sub-Department – Equity Research
• Location - Gift City, Gandhi Nagar, Gujarat
• Relevant Experience – 5 years to 10 years
• Reporting to – Head – Offshore Advisory & AIF
• Number of Direct Report - NIL 

Purpose

We would like to add an Investment Analyst to our equity research team, with primary task to performing equity research, due diligence on sectors and companies. An ideal candidate would have good understanding of bottom-up equity analysis & valuation framework, knowledge of the key parameters for evaluations of various sectors. One or multiple sector knowledge and understanding would be an added advantage.

Key Responsibilities and Accountabilities

• Conduct in-depth equity research on multiple companies and sectors including on-field interaction, management meetings, etc
• Supporting the Portfolio Manager / Investment team by assessing, managing risks and opportunities within portfolio
• Develop and maintained detailed financial models and valuation framework to evaluate scoring, etc for investment universe
• Develop tools and metrics to track, evaluate and monitor the news impact measurement across the portfolio
• Understanding of the ESG related regulations in a rapidly evolving global landscape

Knowledge, Experience Skills and Abilities

Educational Qualification - 

• CA/CFA/MBA or Postgraduate in Engineering

Technical & Professional Knowledge required (What someone NEEDS TO KNOW)

• Deep understanding of the investment philosophy, framework & key parameters
• Strong in financial modelling, Quantitative & Strong analytical skills
• Understanding of financial / capital markets
• Good in Excel, Data base management, data science methodologies, Python, R would be an advantage

Experience Required (What someone NEEDS TO HAVE DONE)

• 5 – 10 years of equity research, analytical experience
• Exposure in financial services and/or consulting backgrounds
• Exposure of ESG Framework, Risk and Impact measurement

Essential Competencies for the role (Competencies that need to be demonstrated or how they NEED TO BEHAVE)

• Relationship management with sector experts, corporates

Personal Attributes required (Personal qualities, motivations, and preferences likely to enhance performance in the role)

• The successful candidate will have a passion for equities, enjoy fast-paced and agile environment

Key Interactions 

Internal - Compliance, Operations, Product, Marketing, Investment Team, etc.
External - Global stakeholders, Regulatory Authorities, Auditor