Job Description:

Job Summary :

● 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.

● Solid ethics and integrity.

● Building financial models, building & maintaining databases, preparing initiation note, quarterly result update note and event update note.

● Interpretation of Balance sheet, Profit and Loss statements

● Researching Indian and International companies across sectors.

● Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology and looking at return metrics– before investing in a company.

● Deepindustry research capability across sectors like banking, financial services, pharma, consumer, IT and technology.

● Maintaining DCF models for each company, updating them each quarter. Working independently to form a view on a company and deliver models.

● Goodunderstanding of Accounting policies, Tax policies, and ability to project balance sheet, profit and loss numbers for a company.

● Writing Notes for IPO, quarterly earnings.

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

● Learning data extraction software used for equity research and mutual fund research. Providing data and charts, as and when needed by management.

● Accuracy with data and advanced excel skills needed.

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

● Ability to carry out Ratio Analysis





● Analyzing companies in the sector and to aid in preparing research reports with maximum Impact.

● Trackthe companies across sector.

● Analyzing and synthesizing research findings to develop valuable insights and strategic recommendations for clients.

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

● Detailed review of financial statements, estimates and projections.

● Write quarterly reports covering quarterly results.

● Companyupdates on a monthly basis covering major developments during the month.

● 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

Role: Family Office Head & Investment Analyst Department: Finance & Accounting

Employment Type: Full Time,

Permanent Role Category: Finance

Desired Candidate Profile ● Graduate in Commerce ● B.COM/M.COM/CA/CFA/MBA (Finance) ● Relevant experience of 4 to 6 years in Equity Markets. Experience in PMS will have an edge. ● Knowledge of databases like Bloomberg, Reuter etc.

📌 Equity Research Analyst for Wealth Management (Kolkata)
🏢 RECEX
📍 Kolkata