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
