Equity Research Analyst
INDIA : +91 - 982 076 3536 USA : +1 646 461 1721 info@valueadd-research.com

Equity Research Analyst

Equity Research Analyst
Share This:

ROLE SPECIFICATIONS: Equity Research Analyst

Position Research Analyst Department Equity Research
Location Mumbai Reporting Head of Research


KEY RESPONSIBILITIES: Equity Research Analyst

Client management:

  • Should scope out the research assignments/projects independently
  • Meet & surpass the client expectations
  • Interact directly with clients


Delivery management:

  • Meet/surpass the delivery standards set by clients
  • Publish sell-side initiating coverage research notes and build valuation models, with buy/hold/sell recommendations on global equities including Indian equities
  • Regularly track global capital markets, coverage universe, sectors, and publish update notes and models for earnings, corporate actions and material news
  • Morning meeting notes, weekly market summary, attend analyst meets, company management meeting, listen to earnings calls, and summarize analysis
  • Deliver and achieve 100% client satisfaction


Marketing, business development, organization development support

  • Support on collaterals and samples
  • Contribute towards marketing and thought leadership content


Educational, experience, and skills requirements:

  • Post-graduate/MBA/CFA/FRM with specialization in Finance from a reputed institution
  • Around 3 years of prior experience in publishing equity research notes for institutions or HNIs
  • Need sound experience in equity valuation modeling, financial/cash flow modeling, investor presentations, and possess good analytical writing skills; specialization in multiple industries is desirable
  • Strong written and verbal communication skills
  • Analytical, detail oriented, and self-motivated
  • Working knowledge of 3rd party databases is preferred


Other skills requirement:

  • Strong team player
  • Strong professional ethics and business etiquettes
  • Fast learner

Leave a Reply

Your email address will not be published. Required fields are marked *