Senior / Lead Analyst -Equity Research -Sell Side

About Investment Research As a global leader in knowledge processes, research, and analytics, the selected candidate will work with a team that specializes in global market research and work with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks by working with their product and sector teams and supporting them in deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve-

As an equity research analyst, the selected candidate will track specific securities and conduct a detailed analysis covering all relevant aspects that may affect securities. The role also involves a high level of interaction with senior stakeholders on an ongoing basis, wherein the selected candidate will be required to present work to the client and discuss day-to-day work.

Create and maintain MS Excel-based financial models with forecasts

Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA

Benchmark companies using financial and operating statistics

Prepare company profiles, earnings and flash notes, quarterly updates, coverage, sector and theme-based reports, newsletters, etc.

Support onshore analysts in time-sensitive earnings updates

Track news, events, and results of the companies under coverage

Track and monitor regulatory trends impacting the industry

Collect information from industry or sector databases

Create presentations on industry and company research for marketing and roadshow activities

Collect financial data using online and other market sources, such as Bloomberg

Create / maintain industry databases wherever relevant

Summarize investment conference calls

Handle ad hoc research requests

What we are looking for-

MBA / CA with 2+ years of relevant experience in equity research

CFA Level 1, 2, or 3 (pursuing or completed) will be an added advantage

Ability to identify and solve issues effectively and within strict deadlines

Strong understanding of accounting concepts and valuation methodologies

Expertise in building financial models with forecasting

Good financial writing skills (beyond factual reporting, such as company description)

Ability to build client rapport and work in sync with onshore teams

Ability to work independently and eye for detail

Ability to identify and solve issues effectively on time

Proactiveness and thought leadership

Knowledge of databases, including Bloomberg, FactSet, and other financial data systems

Excellent communication and interpersonal skills

Proficiency in MS Office, especially MS Excel

Knowledge of VBA will be an advantage

Disclaimer : The above job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Note : We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the BGV process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.