Equity Analyst

Job Description:

● Understands deep value investing and long term vision. Ability to work independently with
limited guidance or day-to-day oversight. Ability to work in a high-pressure environment.
Ability to multi-task and work with a Can-Do attitude.
● Strong ethics and integrity.
● Building financial models, building & maintaining databases, preparing initiation note,
quarterly result update note and event update note.
● Interpretation of Balance sheet, Profit and Loss statements
● Researching Indian and International companies across sectors.
● Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology
and looking at return metrics – before investing in a company.
● Deep industry research capability across sectors like banking, financial services, pharma,
consumer, IT and technology.
● Maintaining DCF models for each company, updating them each quarter. Working
independently to form a view on a company and deliver models.
● Good understanding of Accounting policies, Tax policies, and ability to project balance sheet,
profit and loss numbers for a company.
● Writing Notes for IPO, quarterly earnings.
● Creating Power point presentations for pitching a company to client.
● Learning data extraction software used for equity research and mutual fund research.
Providing data and charts, as and when needed by management.
● Accuracy with data and advanced excel skills needed.
● Excellent communication skills and people skills. Comfort in pitching to clients.
● Ability to carry out Ratio Analysis
● Analyzing companies in the sector and to aid in preparing research reports with maximum
Impact.
● Track the companies across sector.

● Analyzing and synthesizing research findings to develop valuable insights and strategic
recommendations for clients.
● Recommending stock ideas backed up by sound, reliable and logical research.
● Detailed review of financial statements, estimates and projections.
● Write quarterly reports covering quarterly results.
● Company updates on a monthly basis covering major developments during the month.
● Developing in-depth valuation models for stocks which includes building and forecasting
revenue and cost drivers, carrying out industry research, valuation using various techniques,
scenarios analysis etc.

Skills and Experience:
- Candidate should have good analytical capabilities
- Strong Accounting and Financial skills
- Advanced level of Excel knowledge and PowerPoint Presentation
- Familiarity with research software like Capital-line, Bloomberg, Reuters, etc
- Excellent communication, Relationship management and Networking skills
- Ability to work in a self-managed, entrepreneurial environment and should be a good team player