Job Description
Role:
– Conducting comprehensive research and analysis on companies, industries and market trends to identify investment opportunities.
– Preparing detailed equity research reports, including financial models, valuation analyses and investment recommendations.
– Collaborating with portfolio managers and other investment professionals to support the investment decision-making process.
– Building and maintaining financial models to forecast company performance and assess valuation metrics.
– Communicating research findings and investment recommendations through written reports and presentations to internal and external stakeholders.
– Attending company meetings, industry conferences and investor presentations to gather information and insights.
– Monitoring and analysing financial news, earnings reports and market developments to stay informed about the latest trends and changes.
– Role also requires to work on public equity investment opportunities through funds (PMS/AIF/MF). Analyse the fund performance through quantitative & qualitative techniques & write reports on the funds under evaluation.
Requirements:
– Qualification: CA/ MBA/ CFA. CFA is preferred.
– 3-6 yrs of experience. Demonstrable experience as an Equity Research Analyst, Financial Analyst or similar role with a minimum of 3 years in equity research or investment analysis.
– Strong understanding of financial markets, investment strategies and valuation methodologies in the Indian context.
– Excellent analytical and quantitative skills, with the ability to interpret complex data. Proficiency in financial modelling, valuation techniques and equity research tools (e.g., Bloomberg).
– Advanced knowledge of MS Excel and other commonly used financial software.
– Strong written and verbal communication skills, with the ability to present complex information clearly and concisely. High level of attention to detail and accuracy in work.
– Ability to work independently and collaboratively in a fast-paced environment.
Location: Hyderabad
Company: This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on Investments