Data Analyst and Research Expert
4 days ago
We are a leading offshore financial research and advisory organization based out of Mumbai. Our team has rich experience in executing investment, equity, business research, and consulting projects across asset classes globally. The research we deliver to our clients is tailor-made, comprehensive, and insightful.
Our CultureWe are a growing organization, and we believe our people are key assets to our business. Our HR vision ensures that all our team members are provided with the means to achieve their career objectives and improve their skill sets through cross-learning. We make efforts to create an efficient and productive workplace, which enhances work satisfaction by providing handholding from induction to training to final onboarding.
Job Title: Research Associate / AnalystThe position of Research Associate / Research Analyst will be offered based on experience, exposure, and skill sets.
Job Profile: Fundamental ResearchThis entry-level role offers extensive exposure to equity and business research domains, requiring diligent research, data analysis, financial modeling, and report writing. The role involves sourcing, compiling, and synthesizing business information from various public and proprietary sources to conduct business, equity, and investment research to support clients.
- Assist in conducting fundamental analysis and equity research on companies in the client's portfolio.
- Support senior analysts or client analysts in building dynamic financial models, including integrated Income Statement/Balance Sheet/Cash Flow Statements, revenue/cost models, DCF valuation, comparable valuation, and sensitivity analysis.
- Create and maintain earnings, valuation, and industry models for assigned stocks or industries.
- Assist in writing research reports, including initiating coverage reports, equity research reports, earnings analysis, fundraising presentations, industry/sector reports, investment teasers, information memorandums, and pitchbooks.
- Support senior analysts or client analysts in deep-dive secondary research, including data gathering, building and maintaining financial models, preparing reports, ratio calculation, and relative analysis with peers.
- Research and extract relevant information from publicly available sources, including industry journals, company press releases, annual reports, regulatory filings, and various databases.
- Utilize search engines and other tools to source detailed information on companies, leadership teams, and their contact details per client specifications.
- Collaborate actively within the team to improve the efficiency of data collection processes and contribute to internal knowledge creation.
- Handle ad-hoc research requests as per client requirements and ensure tasks are completed within deadlines with high-quality output.
- Maintain flexibility to learn new techniques and functionalities.
- Contribute to developing and maintaining databases for monitoring and analyzing industry trends and company performance.
- Postgraduate in Finance (MBA, MMS, PGDM), or International CFA (all three levels cleared).
- Minimum 2 years of working experience in the financial services industry after completing the post-graduation.
Mumbai (Andheri East) - 10:45 am to 7:45 pm (5 days a week)
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