Equity Research Analyst

Overall Responsibility

• Conduct detailed analysis of listed equities and make investment recommendations.
• Research and evaluate industry trends, company performance, market dynamics, competitive landscape, and risk factors to support investment decisions.
• Analyze financial statements, including Profit & Loss, Balance Sheet, and Cash Flow statements.
• Demonstrate strong analytical skills and a robust understanding of multiple sectors.
• Effectively communicate research findings and investment ideas to internal teams and external clients.
• The role may be expanded in the future to include Buy-Side Research responsibilities.
• Work independently, manage multiple priorities, and operate effectively in a fast-paced environment.
• Collaborate closely with analysts and other departments, including Trading, Sales, and Technology, to integrate sector insights into broader investment strategies.

Qualifications & Experience

• Bachelor's / Postgraduate degree in Finance, Economics, Business Administration, or related field.
• CFA Level II or III qualification will be preferred.
• 5–10 years of experience in sector analysis, equity research, or a related field, preferably within an equity broking firm.
• Prior experience with financial institutions, investment firms, consulting firms, or corporate finance teams will be preferred.

Key Skills – Financial Modelling & Valuation

• Analyze financial statements, business models, and strategic initiatives of companies.
• Assess company performance, profitability, growth potential, market trends, competitive dynamics, and risk factors.
• Build and maintain dynamic financial models, including income statements, balance sheets, cash flow projections, and key financial metrics and ratios.
• Evaluate the impact of macroeconomic factors, geopolitical developments, regulatory changes, and technological advancements on sector and stock performance.
• Strong understanding of valuation methodologies, including DCF and multiple-based valuations.
• Basic knowledge of technical analysis, including moving averages.
• Maintain a high level of integrity and objectivity in all research outputs.
• Interact with company management, including participation in earnings calls, investor meetings, and roadshows.

Research Reports & Presentation

• Prepare comprehensive research reports and sector analyses with clear outlooks and investment recommendations.
• Present research findings and investment ideas to internal teams and external clients.
• Our current focus is on HNI & UHNI clients; therefore, the candidate should be able to communicate investment ideas clearly and convincingly to sophisticated investors.
• Research quality should meet the standards expected by discerning institutional investors.

Note: Candidates with relevant experience in Stock Broking / Equity Research firms will be preferred.