Department
Buy-side Investment Research
Location
Gurgaon / Bangalore / Pune
Experience
1+ years of experience in Equity Research
Sectors
Pharma OR Healthcare
Education
Graduation + CFA L3 cleared OR MBA in Finance
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 skillsShould have ability to think through drivers and KPIs across broad range of sectorsGood client relationship management skills and communication skillsAn eye for details and ability to handle multiple workflows with tight deadlinesNumerical abilitiesBuilding complex, error-free models with well-defined revenue / cost driver assumptionsCarrying out earnings sensitivity analysisProviding own valuation views after carrying out relative, DCF-based or industry appropriate valuationsWriting skillsWriting in a logical and structured manner that requires minimal reworkWriting bulletins and one-page summariesLinking macro / industry analysis to the outputBuilding effective presentationsOthersCollecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases