Research Analyst - Valuations

Research Analyst - Credit research

Description

We are seeking a Research Analyst to join our global buy-side credit research team. The successful candidate will conduct in-depth credit analysis, build and maintain complex credit models, and provide high-quality research outcomes to support investment decisions. We are looking for motivated and detail-oriented individual to join a dynamic team.

ROLES & RESPONSIBILITIES

• Building and updating credit models including KPI based projections for a CLO fund for existing investments and new initiations.
• Carry out in-depth credit analysis of companies under coverage, including business, financial, and peer analysis, and prepare credit reports (annual/quarterly reviews).
• The role requires regular surveillance of the assigned portfolio by proactively tracking the company events (including quarterly earnings, regulatory updates), peer group and other industry information sources.
• Quickly develop an understanding of the operating and financial metrics relevant for any new sector in coverage.
• Engage with client teams proactively and independently to provide research insights and support
• Establish and maintain consistent standards and processes in credit analysis.
• Knowledge of data sources such as Bloomberg, S&P Capital IQ and knowledge of Excel macros/VBA, would be an added advantage.

FUNCTIONAL & BEHAVIOURAL KNOWLEDGE

• Background in conducting credit analysis of Corporates/Financial institutions.
• Strong understanding of credit principles, credit review/appraisal, credit rating, report writing, capital structure, EBITDA & ratio analysis.
• Strong quantitative skills are essential given the job also requires building and updating detailed financial models.
• Detail-oriented, with a keen interest in financial markets. Keen interest to take a deep dive into credit analysis.
• Able to work under pressure and tight deadlines.
• Excellent written & verbal communication skills and ability to build effective relationships with various stakeholders.
• Should be capable of multi-tasking and handling projects with tight deadlines.
• Ability to think and work independently.

MINIMUM & PREFERRED EDUCATION

• MBA (Finance) from reputed institute / CA / CFA is essential
• Progress towards CFA (US) would be preferred

MINIMUM & PREFERRED EXPERIENCE / SKILLS

• Prior experience of minimum 1-3 years in financial analysis or credit research.

LOCATION

• Pune/Mumbai

Education Qualification: MBA/CA/CFA

Skills Required
Credit Analysis, Excel Macros, Bloomberg, Credit Reports, Vba, Financial Analysis