Research Analyst

Designation:

Location: India Maharashtra Goregaon Ho-mumbai

Organization: Financial Services

Job Description:

Job Purpose

To cater to the requirement of different stake holders – Institutional, Fund Management (PMS), Wealth &

retail various investment ideas from medium to long term perspective by doing quantitative and

qualitative analysis of listed companies. To contribute to the team activities in generating investment

ideas, creating, and maintaining large and complex databases, help in preparing various reports like

strategy note, morning note, weekly market updates. These activities will help in driving sales and

information dissemination to investors and sales force.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

To be able to disseminate research based output

to investors/clients helping them take investment

decisions

To prepare an investment argument based

on the findings of the analysis and help the

investment team build a portfolio as per the

risk/return framework of the investor.

To contribute to various products which

require team efforts like strategic

investment report, morning report, morning

sales note, concalls, weekly report.

To increase the visibility of the research

team by contributing articles to various

media reports

KRA2

To be able to conduct quantitative and

qualitative analysis of the companies of specific

sectors and participate in team research activities

To analyze companies/sectors using tools

like ratio analysis, time series and cross

sectional analysis, so as to make a judgment

regarding investment potential of the

various sectors and the companies within

various sectors.

To read relevant materials from the industry

body and participate in industry

conferences to maintain the sharpness in

investment analysis.

To meet the managements of a company

and understand the key trends in the sector,

the company and its future plan.

To project the earnings of the company in

medium and long term.

KRA3

To be able to build, maintain and analyze large

and complex databases of macro and micro

information

To build large databases by

extracting/collating appropriate datasets

from data vendors like Bloomberg, Reuters,

Cline, etc. and organize the data into sub heads (viz. macros / micros / sectoral /

valuations).

To understand the growth trends of the

industry by analysing parameters affecting

the dynamics of the industry.

To analyze data using top-down approach

(international asset class level, country level

and sector level) and also on a bottom up

basis on assigned sectors to come up with

investment ideas for the investment team

and clients