Job Purpose :
To track assigned companies and support the business with short-term and medium-term ideas, as well as to provide timely reports to the team.
Key Responsibilities :
- Perform quantitative and qualitative analysis of companies within designated sectors.
- Conduct in-house research and utilize tools like Bloomberg.
- Develop and maintain a customized database for portfolio advisory services.
- Establish parameters and frameworks for creating business models, analysis tools, and comparisons.
- Explore and analyze potential investment opportunities for wealth customers.
- Collect data and run sensitivities in light of commercial feasibility and changing variables.
- Use standardized financial tools such as IRR, NPV, EVA, ROCE, and others for comprehensive analysis.
- Participate in team activities.
- Provide required reports and analysis to support the team.
Key Challenges :
Operating in a highly regulated environment with compliance requirements from multiple regulatory bodies such as SEBI, RBI, AMFI, and others.Navigating a competitive market with major players from national wealth outfits and private banks.Relationships : Internal :
Collaborate with the Wealth Advisory Head on market trends and business discussions.External :
Engage with clients as needed, primarily through inbound interactions.Skills Required
Investment Research, Quantitative Analysis, Research Analysis