Key responsibilities:
- Carrying-out DCF, relative, SOTP and other relevant valuation methods
- Building and updating detailed credit models including KPI based projections, debt capital structure analysis, covenant analysis, distressed debt analysis and recovery analysis,
- Preparing credit reports, even update, real time earnings on companies under coverage
- Developing accurate assumptions and valuation with rationale
- Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions
- Discussion investment ideas and stock updates with PM/CIO
- Preparing earnings reviews, preview, attend con calls and management meetings
- Preparing pitch notes/presentations, industry and thematic notes
- Experience in giving bond recommendations and performing relative valuation
- Experience in writing analytical reports and earnings conference call summaries
- Work experience in working on HY and DD debt is desirable
- Creating and updating databases
- Collecting and analyzing news
- Handling ad hoc research request
- Maintain constant communication with the client and other stakeholders.
Key competencies:
- MBA (Finance) with experience in building FIC models, writing initiations and real time earnings summaries. CFA and FRM is an added advantage
- Excellent financial modeling and research report-writing/presentation making skills
- Should have ability to think through drivers and KPIs across broad range of sectors
- Good client relationship management skills and communication skills
- An eye for details and ability to handle multiple workflows with tight deadlines
- Numerical abilities
- Building complex, error-free models with well-defined revenue/costdriver assumptions
- Carrying out earnings sensitivity analysis
- Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations
- Writing in a logical and structured manner requires minimal rework
- Writing bulletins and one-page summaries
- Linking macro/industry analysis to the output
- Building effective presentations
- Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases
- Advantageous if has experience in using technologies: Python, SQL, Power BI, etc. good client relationship management skills and communication skills
Qualification
Minimum of 3 years experience. Qualified candidates for this role will possess the following skills: Equity Research, Investment Research, DCF, Credit Analysis, Valuations, Financial Modellin
