Lead Analyst / Manager - Equity Research

Elevate Your Impact Through Innovation and Learning :

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work® in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all.

About Professional Services and Asset & Wealth Management (PS&AWM )

Evalueserve is a leading global professional services firm specializing in research support. We partner with top companies around the world to provide them with valuable insights, innovative solutions, and strategic guidance that help our clients navigate the complex landscape and maximize their investment outcomes. Our work spans across industries, including finance, healthcare, technology, and more. As a member of the Professional Services & Asset & Wealth Management team, you will have the opportunity to work on exciting projects that shape the future of businesses. You will become an integral part of a dynamic team that leverages cutting-edge technologies, data-driven insights, and deep industry expertise to drive meaningful impact for our clients. You will collaborate with industry experts, thought leaders, and talented colleagues from diverse backgrounds.

What You Will Be Doing -

Support Equity Research team of a global asset manager in carrying out research on a portfolio of companies

In-depth understanding of the investment lifecycle, how research feeds into portfolio manager decisions, and the unique needs of buy-side clients (e.g., family office, hedge funds, pension funds, mutual funds).

Build detailed financial models (historical and forecasts) including valuation using approaches such as DCF, DDM, Trading and transaction multiples, NAV, SOTP etc.

Strong accounting skills and its impact on financial data reporting and knowledge of global financial regulations that affect investment research domain

Write initiation reports, earning notes, quarterly updates, coverage reports, sector reports, newsletters, event updates, theme-based reports, etc.

Providing ongoing coverage on securities on which research has been initiated once

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

Track and monitor regulatory trends impacting the industry

Listen to and summarize investment conference calls including earnings call, capital markets day, investor day etc.

Gather insights through investor, management, and expert connects

Sector agnostic and have strong understanding of various asset class

Exceptional verbal and written communication skills to articulate complex investment theses and reports clearly

Problem solving in high-pressure situation such as resolving client conflicts, resource allocation, and complex research challenges

Leading and developing teams of analysts and managers in dynamic market conditions, evolving client needs, and the adoption of new technologies (like GenAI in research)

What We Are Looking For -

Relevant 8+ years of equity research experience with master’s degree

CA / MBA Finance; CFA added advantage

Excellent communication and interpersonal skills

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)

Proven ability to build client rapport and work in sync with onshore teams

Ability to work independently

Ability to identify and solve issues effectively on time, eye for details

Proactiveness and thought leadership

Critical thinking

Knowledge of database tools, including Bloomberg, Reuters, Refinitiv and other financial data systems

Knowledge of VBA, Excel Macros, GenAI tools will be an added advantage

Education and experience :

MBA (Finance) / CA; CFA (US) would be an added advantage

Experience : Minimum of 8 years of sell side / buy side equity research experience

Please 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 Background Verification 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 .