Equity Research Analyst

Key Responsibilities :

Workflow could include :

Building and updating financial models with scenario analysis

Carrying-out DCF, relative, SOTP and other relevant valuation methods

Developing accurate assumptions and valuation with rationale

Screening large datasets to identify investment ideas and assisting PMs / CIOs in their investment decisions

Discussion investment ideas and stock updates with PM / CIO

Preparing earnings reviews, preview, attend con calls and management meetings

Preparing pitch notes / presentations, industry and thematic notes

Creating and updating databases

Collecting and analyzing news

Handling ad hoc research request

Maintain constant communication with the client and other stakeholders.

Key Competencies :

The analyst should have

Excellent financial modeling and research report-writing / presentation making skills

Should have ability to think through drivers and KPIs across broad range of sectors

Good client relationship management skills and communication skills

An eye for details and ability to handle multiple workflows with tight deadlines

Numerical abilities

Building complex, error-free models with well-defined revenue / cost driver assumptions

Carrying out earnings sensitivity analysis

Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations

Writing skills

Writing in a logical and structured manner that requires minimal rework

Writing bulletins and one-page summaries

Linking macro / industry analysis to the output

Building effective presentations

Others

Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases

Advantageous if has experience in using technologies : Python, SQL, Power BI, etc Good client relationship management skills and communication skills