Equity Research Analyst (Sell Side), 5 to 7 years in Mumbai

Position: Equity Research Analyst (Sell Side)
Qualification: CA or CFA (Mandatory)
Experience: 5 to 7 years
Location: Mumbai

Main Purpose

The Equity Research Analyst - Sell Side is responsible for conducting in-depth research and analysis of publicly traded companies to generate insightful and actionable reports for institutional and retail clients. The role involves preparing detailed research reports, financial models, and investment recommendations, interacting with company management, and presenting findings to clients and
internal stakeholders.

Roles and Responsibilities

1. Conduct Fundamental and Industry Research
 Analyze financial statements, industry trends, and macroeconomic indicators to provide investment insights.
 Develop and maintain detailed financial models, including earnings forecasts, valuation models, and scenario analysis.
 Conduct qualitative and quantitative research on companies, industries, and markets.
 Evaluate the competitive landscape and assess the impact of key market trends on companies.

2. Prepare Research Reports and Investment Recommendations
 Write equity research reports, company updates, and thematic industry research.
 Provide investment recommendations based on fundamental analysis and valuation.
 Develop and present research findings to internal teams and external clients.

3. Engage with Company Management and Market Participants
 Attend earnings calls, industry conferences, and investor meetings to gather insights.
 Conduct management interviews and due diligence to assess company strategies and execution capabilities.
 Interact with industry experts, fund managers, and institutional clients to discuss market developments and investment opportunities.

4. Stay Updated on Market News and Economic Trends
 Monitor market movements, corporate announcements, and regulatory changes affecting covered sectors.
 Stay informed about global economic developments and policy changes that impact investments.
 Assess the impact of market volatility and geopolitical events on investment recommendations.

5. Support Client Engagement and Advisory Services
 Assist institutional and retail clients in understanding investment opportunities.
 Provide market insights, stock recommendations, and updates through client interactions and research calls.
 Collaborate with the sales and trading teams to align research efforts with client needs.