Role: Senior Analyst (Buy Side)
Location: Pune, Gurugram
*Looking someone who can join us Immediate - 60 days.
Purpose: Provide investment research support to investment banks, hedge funds, and other financial institutions.
Responsibilities:
- Conduct in-depth secondary research and offer deep insights on the sector or companies under coverage
- Prepare detailed research reports, investment summaries, and presentations for portfolio managers and senior analysts.
- Perform industry and thematic research, identifying trends, competitive dynamics, and market developments that impact investment opportunities.
- Track and analyze key performance indicators, management commentary, and market sentiment for coverage companies.
- Support the investment team with data gathering, modelling, and monitoring of existing and potential portfolio holdings.
- Provide quarterly earnings preview/review support and write investment notes
- Develop detailed financial models from scratch; Update and restructure existing financial models; Perform valuation analysis including DCF, relative valuation, and SOTP
- Write company ICRs, sector outlook, and macro events/thematic reports
- Provide research support on various ad-hoc projects, including developing ESG frameworks, tracking macroeconomic events, preparing sector presentations and newsletters, and maintaining sector databases
- Ensure that the tasks assigned are completed within the deadline, and ensure top-quality output with a thoroughly conducted self-driven quality-check process
- Proactively communicate with the client and share regular project updates
Experience & Skills:
- MBA Finance / CA / CFA level with at least 4 years of relevant experience in equity research
- Strong financial acumen, critical thinking, and the ability to synthesize complex information into actionable insights that enhance investment decision-making
- Proficiency in conducting secondary research and sharing deep insights in the presentable format
- Proficiency in financial modelling, including detailed 3-statement forecasting, multiple scenario analysis, discounted cash flow valuation, and relative valuation
- Knowledge of databases such as Alpha Sense, Bloomberg, and Thomson Reuters
- Proficiency in MS Office Suite (MS Excel, MS Word, MS PowerPoint)
- Excellent written and verbal communication skills in English
- Self-motivated, with a strong desire to learn and deliver
- Self-driven and Dynamic; able to think out-of-box and come up with innovative ideas
