Senior Research Analyst

Job Description – Senior Research Analyst (Equity Research)

Location: Ameerpet, Hyderabad

Experience: 5–6 Years

CTC: Up to ₹ 7 LPA

Employment Type: Full-Time

Qualification: MBA (Finance) / CA / CFA Level II Candidate (Mandatory)

Mandatory Certification: NISM Series XV – Research Analyst Certification

Added Advantage: NISM Investment Adviser (RIA) Certification

About the Role

We are seeking a highly motivated Senior Research Analyst with expertise in equity research, financial modeling, and investment analysis. The role involves producing high-quality research reports, identifying investment opportunities, conducting investor education webinars, and supporting investment decisions through data-driven insights while ensuring strict compliance with SEBI Research Analyst Regulations.

Key Responsibilities1. Company Research

• Conduct in-depth analysis of listed companies using financial statements, annual reports, earnings calls, and management commentary.
• Evaluate business models, competitive positioning, growth drivers, risks, and long-term investment potential.

2. Industry & Sector Research

• Prepare comprehensive industry and sector reports covering market trends, opportunities, competitive landscapes, and future outlook.
• Monitor macroeconomic indicators, regulatory developments, and sector-specific catalysts impacting investments.

3. Financial Modeling & Valuation

• Build and maintain robust financial models to forecast revenue, profitability, cash flows, and earnings.
• Perform company valuations using DCF, Relative Valuation, EV/EBITDA, P/E, and other accepted methodologies.

4. Research Publications

• Prepare high-quality company reports, stock reports, quarterly earnings reports, thematic studies, investor notes, and investment recommendations.
• Ensure all research publications are data-driven, accurate, and compliant with SEBI Research Analyst regulations.

5. Quarterly Earnings Analysis

• Analyze quarterly financial results and compare performance against estimates, historical trends, and industry peers.
• Update earnings forecasts, valuation models, and investment recommendations based on quarterly performance.

6. Market & News Tracking

• Continuously monitor ET Now, CNBC TV18, Bloomberg, NSE, BSE, Moneycontrol, and other financial news platforms.
• Identify market-moving developments and assess their impact on companies, sectors, and investment portfolios.

7. Investment Insights

• Convert large volumes of financial, economic, and market data into meaningful and actionable investment insights.
• Present research-backed recommendations and market views to Relationship Managers and Investment Teams.

8. Webinars & Knowledge Sharing

• Conduct investor education webinars, market outlook sessions, and stock market awareness programs for external clients and prospective investors.
• Deliver internal training sessions for Relationship Managers and Sales Teams on research reports, sector outlooks, company updates, and investment recommendations to improve product knowledge and advisory capabilities.

9. Portfolio Research

• Assist in developing model portfolios aligned with investment objectives and prevailing market conditions.
• Support portfolio reviews by evaluating sector allocation, stock performance, valuation changes, and portfolio risks.

10. Compliance & Governance

• Ensure all research activities strictly comply with SEBI Research Analyst Regulations, internal compliance policies, and ethical research standards.
• Maintain proper documentation, research disclosures, audit records, and conflict-of-interest guidelines as per regulatory requirements.

Required SkillsResearch & Analysis

• Strong expertise in Fundamental Analysis, Equity Research, Financial Statement Analysis, and Investment Research.
• Ability to identify investment opportunities through detailed research, valuation, and sector analysis.

Technical Skills

• Advanced Financial Modeling, Company Valuation, Forecasting, and Microsoft Excel proficiency.
• Strong knowledge of capital markets, equity investments, macroeconomics, and investment products.

Communication & Presentation

• Excellent report writing, presentation, and analytical communication skills.
• Ability to simplify complex financial information into clear, actionable investment insights for both internal teams and clients.

Preferred Qualifications

• MBA (Finance), CA, or CFA Level II Candidate. (Mandatory).
• NISM Series XV – Research Analyst Certification (Mandatory).
• NISM Investment Adviser (RIA) Certification will be an added advantage.

Experience

• 5–6 years of experience in Equity Research, Investment Research, Asset Management, Wealth Management, Broking, or Capital Markets.
• Proven experience in preparing institutional-quality research reports, financial models, company valuations, sector reports, and investment recommendations.
• Experience in conducting client-facing webinars, investor education sessions, and internal research training programs will be preferred.

Benefits:

• Health insurance
• Leave encashment