Equity Research Associate

1 week ago


Mumbai, Maharashtra, India Haachi Full time

Equity Research Associate - Capital Goods
Institutional Equities:
From 3 to 5 year(s) of experience

₹ Not Disclosed by Recruiter

  • Mumbai

Roles and Responsibilities

About Our Client
Our Client is an integrated financial house with global presence in 15 countries.

They were established in 1975 and started operation as a financial services company.

Our Client offers a full range of quality and innovative services to institutional customers, corporates, family offices, high net worth individuals and retail customers.


  • Assets Under Management worldwide more than USD 47 Billion
  • Shareholder's funds in excess of USD 1.5 Billion
  • Over 1.3 Million clients worldwide
  • More than 5,000 Employees

Job Summary:

  • The position available is for an Associate to cover the Capital Goods sector within the India Equity Research team, based in Mumbai.

Responsibilities

  • Working along with Lead Capital Goods analyst.
  • Reviewing and analyzing research material viz., Annual Reports, Company Releases and Industry Data for the Capital Goods sector.
  • Gathering market information through interactions and meetings with company managements.
  • Preparation of financial and valuation models on the companies under coverage / intending to bring under future coverage.
  • Identifying Investment opportunities in the Capital Goods sector.
  • Disseminate key points and ideas to the sales team during the morning meetings and during the market hours.
  • Preparation of Initiating Coverage backed up with quarterly result reviews and event updates.
  • Making presentations for the Institutional Clients.
  • Facilitating meetings for Institutional clients with the company management.
  • Arranging Plant and facility visits for Institutional clients.
  • Updating the Fund Managers and Buy side Analyst with the recent updates on the companies under coverage.

Education

  • CA or MBA
  • A CFA would be an advantage.

Experience
years experience in equity research, preferably have covered the Capital Goods sector.

Skills

  • Strong modelling and database skills are essential
  • Demonstrated ability to write high quality, evidencebased projects or reports
  • An inquisitive nature and the ability to think logically whilst expressing your views in a clear and engaging manner
  • Willingness to promote your ideas and work to a variety of stakeholders
  • Creative Thinking: Ability to generate new ideas and possibilities, and to see business opportunities from a novel perspective
  • Consulting Skills: Ability to provide businessrelated added value, including innovative approaches and new or improved solutions
  • Flexibility: The capacity to adapt your approach in light of shifting priorities or changing conditions
  • Team Orientation / Teamwork / Collaboration: The willingness to work as a member of the team

Language

  • Fluency (written and spoken) in English
  • Role:_Equity Research Analyst
  • Salary:_ Not Disclosed by Recruiter
  • Industry:_Financial Services
  • Functional Area:_BFSI, Investments & Trading
  • Role Category:_Trading, Asset & Wealth Management
  • Employment Type:_Full Time, Permanent
  • Key Skills
  • Capital GoodsEquity Research
  • Institutional Equities
  • Skills highlighted with '' are preferred keyskills
Education

  • PG:_CA in Any Specialization,MBA/PGDM in Any Specialization

Company Profile:

HAACHI Business Solutions Private Limited

Our Client is an integrated financial house with global presence in 15 countries.

They were established in 1975 and started operation as a financial services company.

Our Client offers a full range of quality and innovative services to institutional customers, corporates, family offices, high net worth individuals and retail customers.


  • Assets Under Management worldwide more than USD 47 Billion
  • Shareholder's funds in excess of USD 1.5 Billion
  • Over 1.3 Million clients worldwide
  • More than 5,000 Employees
  • Company Info
  • Contact Company:_HAACHI Business Solutions Private Limited


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