Lead Analyst -Equity Research -Sell Side (healthcare sector)

Evalueserve India; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

A global leader in knowledge processes is seeking an equity research analyst in Gurugram, India. The ideal candidate will possess 4+ years of experience in sell-side equity research and have strong skills in financial modeling and company valuations. This role involves creating financial models, conducting valuations, and preparing detailed reports for senior stakeholders. The candidate must have excellent communication skills and proficiency in financial databases. A challenging and dynamic environment awaits the successful applicant.

Qualifications

• 4+ years of relevant experience in equity research-sell side.
• Ability to build financial models with forecasting.
• Strong understanding of accounting concepts and valuation methodologies.

Responsibilities

• Create and maintain MS Excel-based financial models with forecasts.
• Conduct extensive company valuations, including DCF and trading multiples.
• Prepare company profiles, quarterly updates, and sector reports.

Skills

Equity research skills

Financial modeling

Communication skills

Analytical skills

Proficiency in MS Excel

Education

MBA or CA

CFA Level 1, 2, or 3

Tools

Bloomberg

FactSet

Job description

Overview

As a global leader in knowledge processes, research, and analytics, you’ll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve-

As an equity research analyst, the selected candidate will track specific securities and conduct a detailed analysis covering all relevant aspects that may affect securities. The role also involves a high level of interaction with senior stakeholders on an ongoing basis, wherein the selected candidate will be required to present work to the client and discuss day-to-day work.

• Create and maintain MS Excel-based financial models with forecasts
• Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA
• Benchmark companies using financial and operating statistics
• Prepare company profiles, earnings and flash notes, quarterly updates, coverage, sector and theme-based reports, newsletters, etc.
• Support onshore analysts in time-sensitive earnings update
• Track news, events, and results of the companies under coverage
• Track and monitor regulatory trends impacting the industry
• Collect information from industry or sector databases
• Create presentations on industry and company research for marketing and roadshow activities
• Collect financial data using online and other market sources, such as Bloomberg
• Create / maintain industry databases wherever relevant
• Summarize investment conference calls
• Handle ad hoc research requests

What we are looking for:

• MBA / CA with 4+ years of relevant experience in equity research-sell side
• CFA Level 1, 2, or 3 (pursuing or completed) will be an added advantage
• Ability to identify and solve issues effectively and within strict deadlines
• Strong understanding of accounting concepts and valuation methodologies
• Expertise in building financial models with forecasting
• Good financial writing skills (beyond factual reporting, such as company description)
• Ability to build client rapport and work in sync with onshore teams
• Ability to work independently and eye for detail
• Ability to identify and solve issues effectively on time
• Proactiveness and thought leadership
• Knowledge of databases, including Bloomberg, FactSet, and other financial data systems
• Excellent communication and interpersonal skills
• Proficiency in MS Office, especially MS Excel
• Knowledge of VBA will be an advantage

Disclaimer

The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.