Institutional Equity Research
Institutional Equity Research
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Job Description
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 highquality 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 oneonone or group meetings with company management to gain
insights into their business operations strategy and future plans.
To conduct onsite 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 indepth 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
Required Experience:
Manager
Employment Type
Full-Time
