Equity Research Analyst Bank Treasury

Role Overview

We are looking for a motivated and analytical Equity Research Analyst to join the Bank Treasury team. The role will involve conducting fundamental and market research on listed companies and sectors, tracking market developments, and providing actionable research inputs to support the Treasury's equity investment and portfolio management decisions.

The ideal candidate should have a strong understanding of financial markets, accounting and valuation concepts, excellent analytical skills, and a keen interest in Indian equities.

Key Responsibilities:

• Prepare investment notes of SME and Mainboard IPOs and listed stocks and monthly updates for the Treasury/Investment Committee.
• Evaluate companies using valuation methodologies such as P/E, P/B, EV/EBITDA, DCF and other relevant metrics.
• Maintain peer comparisons, valuation trackers and IPO dashboard.
• Monitor Nifty/Sensex, sectoral indices, market trends, FPI/DII flows, liquidity and key domestic and global market developments.
• Support the Treasury team in identifying investment opportunities and associated risks within the approved investment universe.
• Work closely with Equity dealer and senior management to provide research inputs for Investment Decisions.
• Ensure research activities and investment recommendations are complying / aligned with the Bank's internal policies, investment guidelines and applicable regulatory requirements.
• Track quarterly results, corporate actions, business developments, regulatory changes and other factors impacting portfolio companies.
• Provide timely updates on significant market-moving events and their potential impact on equity investments.
• Participate in management/analyst interactions, investor calls and industry conferences, wherever applicable.
• Conduct fundamental research on listed companies across sectors, with a focus on financial performance, business models, industry trends and management commentary.
• Analyse financial statements, annual reports, investor presentations, earnings releases and other company disclosures.
• Develop a relationship with various internal & external stakeholders.

Candidate Profile

Education

• MBA/PGDM in Finance, CFA, CA, or equivalent qualification preferred.
• Candidates with a strong academic background in Finance/Economics may also be considered.

Experience

• 1–5 years of experience in Equity Research, Investment Research, Broking, Investment Banking or a similar role.
• Freshers with strong knowledge of equity markets and demonstrable research/modelling skills may also be considered.

Key Skills

• Strong understanding of Indian equity markets and financial statements.
• Good knowledge of equity valuation and financial modelling.
• Ability to analyse company fundamentals and identify key investment drivers and risks.
• Strong proficiency in MS Excel, MS PowerPoint and basic proficiency in ChatGPT and AI tools.
• Knowledge of Bloomberg/Refinitiv or other financial-market databases would be an advantage.
• Strong written and verbal communication skills.
• Ability to convert complex financial information into concise and actionable research views.
• High level of attention to detail and ability to work under deadlines.
• Strong curiosity and willingness to continuously learn about businesses, sectors and financial markets.

Key Deliverables

• IPO and SME IPO Investment Note Preparation
• Monthly Equity Market and Sector Update.
• Valuation and peer-comparison reports.
• Investment presentations.
• Monitoring of portfolio companies and key investment risks.
• Timely identification and communication of material market developments.