- Conduct fundamental research on individual listed companies as identified by the Investment/Research team.
- Prepare comprehensive equity research reports covering:
- Company and business overview o Industry and competitive landscape o Historical financial performance o Revenue and profitability drivers o Balance sheet and cash-flow analysis o Key financial ratios o Valuation analysis o Growth opportunities and key risks o Investment thesis and outlook
- Track companies under coverage and update research reports every quarter based on financial results, management commentary, investor presentations and other relevant developments.
- Monitor quarterly earnings, corporate announcements, sector developments and other material events affecting companies under coverage.
- Maintain and periodically update financial models, valuation workings and research databases.
- Support the team in tracking investments across portfolios/funds and maintaining consolidated investment information.
- Assist with preparation and updating of periodic Portfolio MIS and portfolio summaries.
- Coordinate with relevant internal stakeholders to obtain portfolio/investment information and ensure timely reporting.
- Maintain organised records of research reports, quarterly updates, financial models and supporting research material.
- Undertake ad-hoc company, sector or thematic research as required by the Investment/Research team.
- Key Deliverables The role will be responsible for timely delivery of:
- Detailed individual stock research reports
- Quarterly updates for companies under coverage
- Updated financial models and valuations
- Investment/portfolio tracking reports
- Portfolio MIS and periodic summaries
- Ad-hoc research requested by the management/investment team
Preferred candidate profile
- Qualification: CA / CFA / MBA Finance / Master's or Bachelor's degree in Finance, Economics, Commerce or a related field.
- Experience: Preferably 1-3 years of relevant experience in Equity Research, Investment Research, Portfolio Management, Wealth Management, Broking or a similar financial-services environment.
- Candidates with robust fundamental research skills and relevant internships may also be considered.