Research Analyst – Institutional Equities Plus Consultancy

The Corporate Institute; Mumbai; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a Research Analyst – Institutional Equities to join the Research department. You will analyse financial statements, build models, and prepare investment research for institutional clients.

The ideal candidate has a finance degree and 5+ years’ experience, strong quantitative skills, and proficiency with Bloomberg or FactSet. You will interact with investors and collaborate with senior analysts and portfolio managers.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, or Accounting.
• 5+ years in equity research, investment banking, or related finance role.
• Strong financial modelling and valuation skills.
• Excellent written and verbal communication skills.
• Ability to work under pressure and meet deadlines.
• Familiarity with Bloomberg and FactSet.

Responsibilities

• Conduct detailed financial analysis of statements, market trends, and economic data to evaluate company and industry potential.
• Develop and maintain complex financial models to forecast performance.
• Prepare comprehensive research reports with investment recommendations and market insights.
• Engage with institutional investors to present findings and discuss strategies.
• Monitor industry developments and macro factors affecting investments.
• Collaborate with senior analysts, PMs, and sales teams to align research with investment objectives.

Skills

Analytical abilities

Quantitative skills

Written and verbal communication

Under pressure

Independent work

Education

Bachelor’s or Master’s in Finance/Economics/Accounting

Tools

Bloomberg

FactSet

Job description

Job Title: Research Analyst – Institutional Equities

Location: Mumbai

Department: Research

Reports to: Head of Research

Key Responsibilities:

• Financial Analysis: Conduct detailed analysis of financial statements, market trends, and economic data to evaluate the performance and potential of companies and industries.
• Financial Modelling: Develop and maintain complex financial models to forecast company performance, including income statements, balance sheets, and cash flow projections.
• Report Preparation: Write comprehensive research reports that summarize findings, provide investment recommendations, and offer insights into market dynamics.
• Client Interaction: Engage with institutional investors to present research findings, respond to inquiries, and discuss investment strategies.
• Industry Monitoring: Stay updated on industry developments, regulatory changes, and macroeconomic factors that may impact investment opportunities.
• Collaboration: Work closely with senior analysts, portfolio managers, and sales teams to align research with investment objectives and market strategies.

Qualifications:

• Bachelor’s or Master’s degree in Finance, Economics, Accounting.
• 5+ years of experience in equity research, investment banking, or a related financial role.
• Proficiency in financial modelling and valuation techniques.
• Strong analytical and quantitative abilities.
• Excellent written and verbal communication skills.
• Ability to work under pressure and meet deadlines.
• Familiarity with financial software and databases (e.g., Bloomberg, Fact Set).
• Ability to work independently and manage multiple priorities in a fast-paced environment.