Research Associate-Equity

Principal Accountabilities

Sector Analyst

Covering assigned sectors

Stock recommendations in the sector

Decisions related to stocks covered with Buy / Sell / Hold recommendations

Recommendations regarding the amount / portfolio weightage to be invested in any particular sector

Maintaining financial models of the stocks covered.

Maintenance of the stocks covered in terms of earnings, corporate development

Inputs for Asset Allocation based on Fundamental and Market Trends

Assists in researching the market for the purpose of planning of investments through research, analyzing macro reports and RBI reports.

Understanding Domestic and International Macro / Market indicators along with assessing the impact of regulatory changes / announcements on the market.

Provides insights into economic trends and potential impact on the company investments.

Hands on working in Information Portals (Bloomberg etc).

Relationship Management with brokers for assessing certain investments.

• Functional Review

Informs Management about current / projected market / portfolio related major indicators and portfolio exposures.

Assists the team with relevant MIS details related to performance and other analysis required by them.

Executing Equity dealings in market

Assists CIO in making the Quarterly investment committee presentation, other Market related presentations and Income Projections.

INTERACTIONS

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

Finance for investments information

Internal Team of Investments including BLIC

External Clients

Roles you need to interact with outside the organization to enable success in your day to day work

Analysts / Research Houses

Brokers for assessment of potential investments

DIMENSIONS

Financial Dimensions

Assisting in managing Equity portfolio of 4000 Cr

Skills And Knowledge

Educational Qualifications

Qualifications

MBA Finance / CA / CFA

Work Experience

3-5 Years of Work Experience (Research Associate / Portfolio Analyst)

Technical Skills

Excel / PPT Skills

Bloomberg Skills

Others

Person should have active interest in Financial Markets, Macro Economics

Live market job, dynamic and immense scope for learning and personal development

Skills Required

Bloomberg, Ppt, Excel