Senior Manager – Equity Research – Banking/Financial Services Fair Value Consultancy

The Corporate Institute; Mumbai; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a Senior Manager to join the Equity Research team. You will conduct in-depth analysis of investment proposals, build financial models, and prepare research reports for portfolio decisions.

The role requires strong accounting and investing knowledge, excellent communication, and the ability to defend opinions with management. Travel to meet management and attend conferences is expected.

Qualifications

• Educational qualifications can be from any field. A CFA certificate will be added advantage.
• MBA (Finance) / CA + Any level of CFA or No level of CFA is also fine but master’s is must.
• Proficient in Excel, Powerpoint, familiar with financial modeling & valuation methods.
• Strong in accounting and investing concepts.
• Good written and oral communication skills and the ability to provide & defend an opinion with management.

Responsibilities

• Conduct in-depth quantitative and qualitative analysis of investment proposals.
• Keep up-to-date knowledge of the industry and related markets being researched.
• Develop and maintain financial models.
• Prepare research reports and presentations.
• Keep track of corporate announcements, current policies, and study the impact on Equities and Portfolio.
• Regularly monitor developments in our investee companies through media updates, corporate announcements, and published results.
• Participate in research meetings.
• Willing to travel to see factories, meet managements, and attend conferences.

Skills

Financial analysis

Equity research

Financial modeling

Valuation

Excel

PowerPoint

Communication

Quantitative analysis

Education

MBA (Finance)

CA

CFA

Master's degree

Tools

Excel

PowerPoint

Job description

Position: Senior Manager

Department: Equity Research

Location: Churchgate, Mumbai

Reporting: Fund Manager

Job Description:

• Conduct in-depth quantitative and qualitative analysis of investment proposals.
• Keep up-to-date knowledge of the industry and related markets being researched.
• Develop and maintain financial models.
• Prepare research reports and presentations.
• Keep track of corporate announcements, current policies, and study the impact on Equities and Portfolio.
• Regularly monitor developments in our investee companies through media updates, corporate announcements, and published results.
• Participate in research meetings.
• Willing to travel to see factories, meet managements, and attend conferences.

Key requirements:

• Willing to work hard and smart.
• Conceptual understanding of important technical terms, and macro-economic issues.
• A deep interest and aptitude for analyzing financial information, strategic issues, and trends that affect companies, industries, and markets on a regional and global scale.

Qualification required:

• Educational qualifications can be from any field. A CFA certificate will be added advantage.
• Either MBA (Finance) / CA + Any level of CFA or No level of CFA is also fine but master’s is must.
• Proficient in Excel, Powerpoint, familiar with financial modeling & valuation methods.
• Strong in accounting and investing concepts.
• Good written and oral communication skills and the ability to provide & defend an opinion with management.