Job Title: Institutional Equity Research

Job Location: Kandivali, Mumbai / Surat

Education Qualifications: CA or CFA or MBA - Finance (MUST)

Job Description:

● To collate and analyze industry data to identify trends, patterns, and insights. Utilize statistical

analysis, trend analysis, and comparative analysis techniques as appropriate.

● To Produce high-quality research reports covering company profiles, financial analysis, industry

trends, investment thesis, and valuation recommendations.

● Stay abreast of market developments, regulatory changes, and emerging trends and Continuously update the research methodologies, expansion of coverage universe, and enhance

your analytical capabilities to remain competitive

● To explore relationships between different variables within the industry data using correlation

analysis, regression analysis, or data visualization techniques. Identify patterns, dependencies,

and causal relationships to understand the industry dynamics.

● To arrange and participate in one-on-one or group meetings with company management to gain

insights into their business operations, strategy, and future plans.

● To conduct on-site visits to company facilities or plants to gather firsthand information about

operations, production processes, and overall business dynamics.

● To organize and participate in road shows where company executives present their business

strategies and financial performance to institutional investors.

● Work closely with institutional clients, understanding their investment goals, risk tolerance, and

preferences. Present research findings, investment ideas, and updates during client meetings.

● Provide periodic performance reports to clients, highlighting the value added by research

insights and the impact on investment outcomes.

Skills Required:

● Proficiency in using financial information databases, such as Bloomberg, and Capital Market.

● Excellent financial modelling and report writing skills with experience in writing ICRs

● Strong understanding of financial concepts, financial statements, ratios and valuation techniques, including DCF, LBO, SOTP, comparable valuation, etc

● Creation of comprehensive equity research reports covering company profiles, financial analysis, industry trends, investment recommendations, and risk assessments.

● Experience in conducting management calls, expert interviews and in-depth secondary research.

● Experience in conducting roadshows, management meetings and plant visits

Exp : 5 – 8 years in Institutional Research in Sector Agnostic, at least 2 years of experience in coaching and reviewing the outputs of junior team members

● Good relationship management, strong communication and presentation skills

If interested please share your resume to mahek@sure4job.com