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Equity Research Specialist (Buy-Side)

Equity Research Specialist (Buy-Side)

SG Analyticsbikaner, India
5 hours ago
Job description

Role : Senior Analyst (Buy Side)

Location : Pune, Gurugram

  • Looking someone who can join us Immediate - 60 days.

Purpose : Provide investment research support to investment banks, hedge funds, and other financial institutions.

Responsibilities :

  • Conduct in-depth secondary research and offer deep insights on the sector or companies under coverage
  • Prepare detailed research reports, investment summaries, and presentations for portfolio managers and senior analysts.
  • Perform industry and thematic research, identifying trends, competitive dynamics, and market developments that impact investment opportunities.
  • Track and analyze key performance indicators, management commentary, and market sentiment for coverage companies.
  • Support the investment team with data gathering, modelling, and monitoring of existing and potential portfolio holdings.
  • Provide quarterly earnings preview / review support and write investment notes
  • Develop detailed financial models from scratch; Update and restructure existing financial models; Perform valuation analysis including DCF, relative valuation, and SOTP
  • Write company ICRs, sector outlook, and macro events / thematic reports
  • Provide research support on various ad-hoc projects, including developing ESG frameworks, tracking macroeconomic events, preparing sector presentations and newsletters, and maintaining sector databases
  • Ensure that the tasks assigned are completed within the deadline, and ensure top-quality output with a thoroughly conducted self-driven quality-check process
  • Proactively communicate with the client and share regular project updates
  • Experience & Skills :

  • MBA Finance / CA / CFA level with at least 4 years of relevant experience in equity research
  • Strong financial acumen, critical thinking, and the ability to synthesize complex information into actionable insights that enhance investment decision-making
  • Proficiency in conducting secondary research and sharing deep insights in the presentable format
  • Proficiency in financial modelling, including detailed 3-statement forecasting, multiple scenario analysis, discounted cash flow valuation, and relative valuation
  • Knowledge of databases such as Alpha Sense, Bloomberg, and Thomson Reuters
  • Proficiency in MS Office Suite (MS Excel, MS Word, MS PowerPoint)
  • Excellent written and verbal communication skills in English
  • Self-motivated, with a strong desire to learn and deliver
  • Self-driven and Dynamic; able to think out-of-box and come up with innovative ideas
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