Equity Research Associate

Talent Corner Hr Services; Mumbai Suburban; On-site; INR 800,000 - 1,800,000; Full time

Job summary

Talent Corner Hr Services is seeking an Equity Research professional in Mumbai to conduct fundamental company research, analyze financials, and prepare detailed research reports. You will update quarterly reports based on earnings, management commentary and investor materials.

The role requires strong finance knowledge, internships or work experience in equity or investment research, and the ability to maintain financial models and valuation workbooks for portfolio tracking and MIS reporting.

Qualifications

• Strong fundamental research skills with finance background.
• Knowledge of equity research, portfolio management or wealth management is a plus.
• Internships in financial services can be considered.

Responsibilities

• Conduct fundamental research on listed companies as identified by the Investment/Research team.
• Prepare comprehensive equity research reports covering company, industry and financial performance.
• Update research reports quarterly based on results, management commentary and investor materials.
• Monitor quarterly earnings and sector developments affecting covered companies.
• Maintain and update financial models, valuations and research databases.
• Support tracking investments and prepare periodic Portfolio MIS.

Skills

Fundamental research

Financial analysis

Financial modelling

Investment research

Education

CA / CFA / MBA Finance / Master's or Bachelor's degree in Finance, Economics, Commerce or a related field

Job description

Role & responsibilities

• Conduct fundamental research on individual listed companies as identified by the Investment/Research team.
• Prepare comprehensive equity research reports covering:
• Company and business overview
  o Industry and competitive landscape o Historical financial performance
  o Revenue and profitability drivers
  o Balance sheet and cash-flow analysis o Key financial ratios
  o Valuation analysis
  o Growth opportunities and key risks
  o Investment thesis and outlook
• Track companies under coverage and update research reports every quarter based on financial results, management commentary, investor presentations and other relevant developments.
• Monitor quarterly earnings, corporate announcements, sector developments and other material events affecting companies under coverage.
• Maintain and periodically update financial models, valuation workings and research databases.
• Support the team in tracking investments across portfolios/funds and maintaining consolidated investment information.
• Assist with preparation and updating of periodic Portfolio MIS and portfolio summaries.
• Coordinate with relevant internal stakeholders to obtain portfolio/investment information and ensure timely reporting.
• Maintain organised records of research reports, quarterly updates, financial models and supporting research material.
• Undertake ad-hoc company, sector or thematic research as required by the Investment/Research team.
  
• Key Deliverables
  The role will be responsible for timely delivery of:
  
• Detailed individual stock research reports
• Quarterly updates for companies under coverage
• Updated financial models and valuations
• Investment/portfolio tracking reportsPortfolio MIS and periodic summaries
• Ad-hoc research requested by the management/investment team

Preferred candidate profile

• Qualification: CA / CFA / MBA Finance / Master's or Bachelor's degree in Finance, Economics, Commerce or a related field.
  
• Experience: Preferably 1-3 years of relevant experience in Equity Research, Investment Research, Portfolio Management, Wealth Management, Broking or a similar financial-services environment.
  
• Candidates with strong fundamental research skills and relevant internships may also be considered.