Equity Research Analyst

Sutherland Global Services Private Limited; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Sutherland Global Services Private Limited is seeking an Equity Research Analyst to contribute to its Research & MII practice, delivering rigorous financial analysis and insightful investment ideas.

The role involves building comprehensive models, initiating coverage, and providing earnings coverage and sector insights to dedicated client teams across the US and Europe.

Qualifications

• MBA-Finance or CA/CFA preferred plus 2–6 years equity research experience.
• Strong financial modeling and analytical skills.
• Excellent communication and report-writing abilities.

Responsibilities

• Develop and maintain financial models across sectors.
• Create initiation reports and earnings reports.
• Manage and update client portfolios.
• Collaborate with client analysts to define project deliverables.
• Analyze financial data to forecast trends.
• Present economic trends and company performance.
• Defend analytical conclusions with management teams and fund managers.

Skills

Financial modeling

Equity research

Bloomberg

Excel

Communication

Report writing

Education

MBA-Finance

CA

CFA (US) preferred

Tools

Bloomberg

Reuters

Excel

PowerPoint

Job description

Lead-Research Company Description Sutherland’s Research (Equity/Credit/IB/Business), Markets Insights, and Innovation (MII) divisions drive a high-impact transformation agenda to address our client’s most complex issues from strategy development, incubation of new products or services, blitz-scaling operations, and digital transformation. Sutherland Research & MII practice has made significant investments in creating solutions that change how actionable insights are delivered for strategic decision-making across organizations. Sutherland is seeking passionate and motivated professionals who possess a strong desire to excel in equity research. Successful candidates will join dedicated client teams (leading global buy/sell-side firms) providing financial modeling support, earnings support, valuable ideas, penetrating insights, sector-focused analysis, and initiating coverage reports with top-of-the-line investment recommendations. The coverage universe is across geographies (primarily US & Europe but could be global) and various cap sizes (large, mid & small cap).

Job Description

As an Equity Research Analyst, roles and responsibilities will encompass, but not be limited to, the following:

• Developing and maintaining comprehensive financial models, incorporating Profit and Loss (P&L) statements, balance sheets, and cash flow projections, utilizing various valuation methods such as Discounted Cash Flow (DCF), Relative Valuation, Net Present Value (NPV), Net Asset Value (NAV), etc., across multiple industry sectors.
• Creating and preparing essential reports like initiating coverage reports, information memorandums, earnings reports, and thesis reports.
• Managing and updating clients' portfolios, ensuring timely adjustments and continuous monitoring to optimize investment performance.
• Collaborating closely with client analysts to establish project concepts and deliverables effectively.
• Conducting in-depth analyses of financial data to produce accurate forecasts related to businesses, industries, and economic conditions, aiding in making informed investment decisions.
• Presenting both written and oral reports on general economic trends, individual company performance, and overall industry insights.
• Offering well-founded opinions and defending analytical conclusions during interactions with company management teams, global fund managers, and the in-house Sales team.

Qualifications

To succeed in this position, you must:

• MBA-Finance from tier-I/ II institutes/ CA, CFA (US) preferred
• 2-6 years of experience in Equity Research
• Experience in investment analysis (either buy or sell-side)
• Strong financial modeling and analytical skills
• Strong communication, presentation, and language skills
• Strong report-writing skills
• Quality focused with attention to detail and client service
• Technologically competent (Word, Excel, Internet, Bloomberg, Reuters)
• Be able to adjust quickly and smoothly to changing priorities and conditions
• Be proactive in developing trust and professional rapport with employees and team members; work as a team-player.

Experience Level Senior Level