Equity Analyst

Description:â Understands deep value investing and long term vision. Ability to work independently with

limited guidance or day-to-day oversight. Ability to work in a high-pressure environment.

Ability to multi-task and work with a Can-Do attitude.

â Strong ethics and integrity.

â Building financial models, building & maintaining databases, preparing initiation note,

quarterly result update note and event update note.

â Interpretation of Balance sheet, Profit and Loss statements

â Researching Indian and International companies across sectors.

â Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology

and looking at return metrics â before investing in a company.

â Deep industry research capability across sectors like banking, financial services, pharma,

consumer, IT and technology.

â Maintaining DCF models for each company, updating them each quarter. Working

independently to form a view on a company and deliver models.

â Good understanding of Accounting policies, Tax policies, and ability to project balance sheet,

profit and loss numbers for a company.

â Writing Notes for IPO, quarterly earnings.

â Creating Power point presentations for pitching a company to client.

â Learning data extraction software used for equity research and mutual fund research.

Providing data and charts, as and when needed by management.

â Accuracy with data and advanced excel skills needed.

â Excellent communication skills and people skills. Comfort in pitching to clients.

â Ability to carry out Ratio Analysis

â Analyzing companies in the sector and to aid in preparing research reports with maximum

Impact.

â Track the companies across sector.

â Analyzing and synthesizing research findings to develop valuable insights and strategic

recommendations for clients.

â Recommending stock ideas backed up by sound, reliable and logical research.

â Detailed review of financial statements, estimates and projections.

â Write quarterly reports covering quarterly results.

â Company updates on a monthly basis covering major developments during the month.

â Developing in-depth valuation models for stocks which includes building and forecasting

revenue and cost drivers, carrying out industry research, valuation using various techniques,

scenarios analysis etc.

Skills And Experience

• Candidate should have good analytical capabilities
• Strong Accounting and Financial skills
• Advanced level of Excel knowledge and PowerPoint Presentation
• Familiarity with research software like Capital-line, Bloomberg, Reuters, etc
• Excellent communication, Relationship management and Networking skills
• Ability to work in a self-managed, entrepreneurial environment and should be a good team player