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 setting. Ability to multi-task and work with a Can-Do attitude.
● Strong 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 re
📌 Equity Research Analyst for Wealth Management (Kolkata)
🏢 RECEX
📍 Kolkata