Research Analyst Associate Large Finanical Services

Roles and Responsibilities

1. The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identifying alpha opportunities and risks; to justifying the investment thesis to our institutional clients.

2. The analyst will be responsible for executing the following task and taking ownership to achieve the above objective(s):

a. Create and maintain company operating earnings forecasts and valuation models;

b. Conducting statistical analysis of stock and company data fundamentals and relevant correlations of the data to identify alpha opportunities

c. Write research reports for coverage initiations data analysis earnings results and industry news to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations;

d. Maintain constant coverage of industryrelated news trends and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients).

e. You will be expected to maintain a protocol for escalating emerging news across the coverage and respond to corporate actions special situations events and model validation.

F. Build relationships with investor relations teams of your portfolio companies. This may involve some travel.

3. The analyst will also interact with institutional investors communicating investment research and responding to models and adhoc analysis requests.

4. The analyst will maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the companys research build its brand and refer potential new clients.

*Desired Candidate Profile*

CA or CFA or MBA Finance (MUST)

With minimum experience of 23 years in Institutional Research

Advanced Excel proficiency. 24 years of practical experience using Excel to build and maintain financial models. (MUST)

Platform experience within Bloomberg or CAPITAL IQ.

Experience writing in a professional capacity e.g. crafting equity research notes/correspondence; presentation and/or development of industry reports; strong powerpoint skills (MUST)

Proficiency for presenting and debating a point under pressure; Strong powerpoint skills are a must.

"Research Analyst","Research Associate","Institutional Research"