Investment Research Specialist

2 days ago


Ajmer, Rajasthan, India beBeeEquityResearch Full time ₹ 1,58,48,700 - ₹ 2,13,06,500

Senior Equity Research Associate: A High-Level Finance Position

This is a senior-level finance position focused on equity research. The ideal candidate will have 5+ years of experience in equity research and hold a degree such as CFA L3 or MBA in Finance.

About the Role:
  • Build complex financial models using scenario analysis, DCF, relative valuation, SOTP, and other relevant methods.
  • Develop accurate assumptions and valuations with supporting rationale, screening large datasets to identify investment opportunities and assist portfolio managers/CIOs in their investment decisions.
  • Discuss investment ideas and stock updates with portfolio managers/CIOs, preparing earnings reviews, previews, attending conference calls and management meetings.
  • Create pitch notes/presentations, industry and thematic notes, databases, collect and analyze news, handle ad-hoc research requests, and maintain communication with clients and stakeholders.
Key Responsibilities:
  • Excellent financial modeling and research report-writing/presentation skills.
  • Ability to think critically about drivers and KPIs across various sectors.
  • Strong client relationship management and communication skills.
  • An eye for detail and ability to handle multiple tasks with tight deadlines.
  • Numerical abilities, building error-free models with well-defined revenue/cost driver assumptions.
  • Carrying out earnings sensitivity analysis, providing own valuation views after conducting relative, DCF-based or industry-specific valuations.
  • Writing skills, writing clearly and concisely with minimal rework required.
  • Creating bulletins and one-page summaries, linking macro/industry analysis to the output, building effective presentations.


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