Senior Research Analyst, Research

CLSA; Mumbai City; Sur place; INR 4 000 000 - 6 000 000; Plein temps

Résumé du poste

CLSA in Mumbai seeks a senior analyst with 12+ years in financial research to lead production schedules, deliver high-quality reports and models, and connect with clients and sales teams. You will mentor junior staff and drive research excellence across regional themes and equities.

Strong SEBI NISM standards and deep India market knowledge are essential. The role emphasizes leadership, client servicing, and proactive idea generation in response to market developments, with responsibilities

Qualifications

• 12+ years of experience in a similar or relevant role
• Comprehensive knowledge of the financial industry and India market
• High sense of commercial awareness
• Excellent communication, relationship and management skills for internal and external clients
• Strong network and contacts in area of coverage
• Strong financial modelling skills
• Problem solving and analytical skills
• Post-graduate qualification in finance, accounting, business or related field
• NISM certification for research analysts as specified by SEBI

Responsabilités

• Ensure a production schedule with agreed frequency and deliver reports, notes and visits to the Head of Research-India and Country Head-India
• Produce high-quality reports with insights, forecasts and robust models including sensitivity analysis
• Follow up every published report with client contact and servicing to articulate updated views
• Engage sales teams to maximise exposure and client value from research output
• Plan roadshows with sales teams in each location and build client servicing relationships
• Log all client contacts in CIS; build relationships to tailor client servicing
• Contribute ideas in response to market news and corporate developments
• Provide leadership and guidance to junior researchers and drive continuous improvement of the Research team

Connaissances

Financial modelling

Commercial awareness

Communication

Relationship management

Leadership

Formation

PG in finance / MBA in finance

NISM Certification (research analyst)

Description du poste

Key Areas of Responsibilities

• The Analyst needs to ensure a production schedule is established as per agreed frequency, clearly outlining the expected delivery of reports, notes and Company visits. This should be given to the Head of Research -India and Country Head - India.
• Produce high-quality reports and notes; with emphasis on insights, differentiated research and forecasts while linking into regional themes. Ensure adequate financial models & valuation databases for all stocks under primary coverage. At a minimum these models should be robust, internally consistent and have the ability to perform sensitivity analysis on key earnings drivers.
• Every published report produced should immediately be followed up with client contact and servicing to further articulate the updated views of research.
• Research staff must actively engage the relevant sales team members to communicate ideas to ensure maximum exposure/return from the time invested in producing the report.
• Roadshows should be agreed and strategized with the sales teams in each location
• Time should be invested in building such relationships to determine how clients wish to be serviced. All client contact must be logged into CIS as a minimum requirement
• Contribute ideas in response to market news, earnings releases, corporate developments and other market-moving information when necessary and in a proactive manner.
• Analysts have a responsibility to provide leadership and guidance to Research Associates and more junior members of the Research team, regardless of whether or not they are direct reports. This includes leading by example, offering assistance and guidance where needed, and investing in junior development and contributing to continuous improvement of the Research function and team performance.

Requirements

• At least 12+ years of experience in a similar or relevant role
• Comprehensive knowledge of the financial industry and India market
• High Sense of Commercial Awareness
• Excellent Communication, relationship and management skills for both internal and external clients
• Strong network and contacts in area of coverage
• Strong financial modelling skills
• Problem solving and analytical skills
• Professional Qualification or post-graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economic, capital market, financial services or markets
• NISM certification for research analysts as specified by SEBI