Overview
Sr.Equity research analyst – BFSI
COMPANY DESCRIPTION:
– ValueAdd Research and Analytics Solutions (ValueAdd) is a growing research and analytics solutions provider.
– We offer capital markets research, and business strategy and consulting research solutions to global clients including buy-side and sell-side firms, banks and financial institutions, corporations, consulting firms, and private equity & venture capital firms.
– Our capital markets research solutions include investment banking research, equity research, and fixed income and credit research.
– And, our business strategy & consulting research solutions include industry analysis, market research, competitor benchmarking, M&A research, due diligence, and primary market surveys.
– ValueAdd is one of the fastest growing companies in the research outsourcing space.
– We believe that our success is measured by client successes, while our competence is measured by the quality of team that runs the show.
– We Also Believe that capabilities of human assets virtually have no boundaries, provided it is nurtured in a favorable environment that offers a good combination of challenge, motivation, knowledge, freedom, trust, and fun.
– Needless to say, we are an equal opportunity employer.
Why ValueAdd?
– For more details log on to www.valueadd-research.com
Role Specifications:
– Position Sr. Equity Research Analyst
– Department Equity Research
– Location Mumbai Reporting Head of Research
Key Responsibilities:
Client management:
– Conduct accurate scoping of research assignments/projects
– Meet & surpass the client expectations
– Seek regular client feedback from stakeholders
– Incorporate the feedback & close the loop
– Effective escalation management
– Delivery-cum-relationship management
Delivery management:
– Meet & surpass the delivery client &/or ValueAdd benchmarks in terms of quality & timelines, whichever is tougher
– Successfully independently deliver variety of research assignments including equity modeling, initiation coverage notes, investment idea generation, industry research, research coverage maintenance, news & impact analysis, and M&A analysis
– Deliver and achieve 100% client satisfaction
Team management: (Only applicable for Team Leads)
– Timely and accurate ‘Right Staffing’ for all the requirements
– Conduct classroom and on-the-job training for team members
– Do regular mentoring & career development plans for team members
– Plan and execute recreational & team events/outings
Marketing, Business Development, Organization Development Support:
– Support on business proposals, Scope of Work documents, collaterals, and samples
– Effectively contribute on calls with clients and prospects as a ‘Domain Expert’
– Contribute towards marketing & thought leadership content
– Assist in executing marketing & business development campaigns
– Execute/participate in other organizational development initiatives
Educational, Experience, and Skills Requirements:
– Post graduate/CFA/CA/MBA Finance & equivalent
– 5-8 years of institutional research experience in equity research, from global banks, wealth management firms, sell-side/buy-side firms, and KPOs
– Hands-on experience in delivering equity research notes/models, public and private company valuation (DCF, SOTP, RV), industry research, and M&A analysis
– Need sound financial/cash flow modeling skills, good analytical writing skills, idea generation capability, and specialization in multiple industries is desirable
– Strong written and verbal communication skills
– Strong quantitative and analytical skills
– Analytical, detail oriented, self-motivated
– Proven client management experience
– Hands-on experience on 3rd party databases is mandatory
Other Skills Requirement:
– Proven leadership & client management skills
– Strong team player
– Strong professional ethics and business etiquettes
– Preferably onshore experience is preferred