Equity Research Analyst

Position : Analyst, Equity Research (Buy side)

About Neo Group : Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem.

Location : Mumbai (Lower Parel)

Summary : We are looking for passionate and driven individual to join us as an Analyst in our Equity Research (Buy side) team. The individual is expected to work on providing valuable ideas, penetrating insights, sector focused analysis. Analyse financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Formulate the research framework to analyse industries and companies, in consultation with client and Equity Head. Carry out industry company research and prepare reports outlining the investment recommendation.

Job Responsibilities :

The position holder shall be responsible to drive research agenda for the Equity research team.

• Presentation to the credit committee Board and seeking approvals and issuance of the sanction letter.
• Track and seek opportunities in listed unlisted companies for equity investments and provide inputs.
• Prepare equity research models and reports based on fundamental analysis of companies.
• Conduct financial valuation / forecasting on companies based on modelling techniques.
• Interact with analysts in sell side and management of companies for analysis of financial prospects.
• Periodic Monitoring Review of credit exposures.
• Tracking the security performance, news updates, industry news, the promoters.
• Maintaining various Policies, Data and MIS
• Collect and analyse financial data using online and other data sources such as annual reports, licensed software etc.
• Help prepare and maintain industry data. Track Macro / micro economic data.
• Track company operating metrics based on relevance in different sectors / companies.
• Attending conference calls, meeting the management and researching on various databases.

Academic Qualification and Experience :