Institutional Equity Research Sr. Analyst

Job Description:

Key Responsibilities:

 Research Coverage:  Track and analyse large, mid, and small-cap Indian equities (sector agnostic) through detailed financial and strategic analysis.

 Report Writing:  Prepare initiating coverage reports, thematic reports, quarterly earnings previews/reviews, sector updates, pitch books/decks, and event-driven notes.

 Valuation Expertise:  Apply valuation methodologies such as DCF, SOTP, and relative valuation for company analysis.

 Client Interaction:  Actively engage with buy-side analysts, fund managers, and institutional clients. Present stock ideas and research findings to help increase research votes and ratings.

 Management Access & Due Diligence:  Conduct primary research by interacting with company management, visiting plants, conducting dealer/employee/channel checks, and analysing market feedback.

 Data Handling & Sector Files:  Maintain and update sector files, manage key company/sector-specific data sets, and generate actionable insights from data analysis. 

 Client Presentations:  Prepare and deliver compelling quarterly presentations on top picks, sector outlooks, and stock strategies to institutional clients.

 Team Leadership: Guide and manage junior analysts by assigning work, setting research timelines (TATs), reviewing output, and building team capabilities.

 Con-Calls & Expert Sessions: Host conference calls with company management and arrange expert calls to enhance research quality and client servicing. 

Qualifications:  Post Graduate / MBA (Finance) / CA / CFA (preferred)  NISM Certification XV (Research Analyst) – Mandatory 

Key Skills:

 Strong fundamental research skills and sectoral understanding

 Excellent report writing and presentation skills

 Exposure to institutional client servicing and pitching of ideas

 Experience in increasing ratings/votes from fund houses

 Data management and analysis proficiency

 Team handling and leadership qualities