Senior Research Analyst – Investment Banking Research
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Senior Research Analyst – Investment Banking Research

Senior Research Analyst Investment Banking Analyst
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ROLE SPECIFICATIONS: Senior Research Analyst

Position Senior Research Analyst Department Investment Banking Research
Location Mumbai Reporting Head of Research


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
  • Deliver variety of research assignments across M&A, Equity/Debt Capital Markets, and Advisory functions
  • Deliver information memorandums, equity/credit valuation models, M&A valuations, company teasers, pitchbooks, peer comps, precedent transaction comps, industry research, and news & impact 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 5 years of prior experience in investment banking/equity research
  • Need sound experience in 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

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