Equity Research Associate

Role: This role will entail working closely with the Senior Research Analyst and will be a part of the core investment research team. The investment research team is responsible for identifying and evaluating investable ideas in the Indian and overseas listed equities across sectors, conducting thorough internal checklist processes and monitoring existing investments.

The ideal candidate should have a strong grasp of financial accounting, a proficiency in Excel, and a keen desire to build a career in fundamental equity research. This is a high-growth role for a candidate passionate about reading annual reports and understanding business drivers.

Role & Responsibilities:

Research Support: Assist Senior Analysts in tracking assigned sectors and companies. Gather and organize data regarding financials, business KPIs, and industry trends to support the investment thesis.

• Research Support: Assist Senior Analysts in tracking assigned sectors and companies. Gather and organize data regarding financials, business KPIs, and industry trends to support the investment thesis.

Financial Modeling: Update and maintain existing financial models with quarterly results and recent data. Assist in building new models and revenue projections under the guidance of the Senior Analyst.

• Financial Modeling: Update and maintain existing financial models with quarterly results and recent data. Assist in building new models and revenue projections under the guidance of the Senior Analyst.

Earnings & Event Tracking: Listen to earnings conference calls, prepare summary notes for the team, and track key management commentary. Monitor news flow and regulatory updates impacting the assigned sectors.

• Earnings & Event Tracking: Listen to earnings conference calls, prepare summary notes for the team, and track key management commentary. Monitor news flow and regulatory updates impacting the assigned sectors.

Data Analysis: Conduct secondary research to compile industry databases, peer comparison charts, and valuation sheets.

• Data Analysis: Conduct secondary research to compile industry databases, peer comparison charts, and valuation sheets.

Communication: Assist in the preparation of research reports, investment notes, and presentation decks for internal investment committee meetings.

• Communication: Assist in the preparation of research reports, investment notes, and presentation decks for internal investment committee meetings.

Requirements

Key Skills & Requirements:

Strong understanding of financial statements (Balance Sheet, P&L, Cash Flow) and ratio analysis.

• Strong understanding of financial statements (Balance Sheet, P&L, Cash Flow) and ratio analysis.

Proficiency in MS Excel/Google Sheets (shortcuts, formulas, charting) and data collection.

• Proficiency in MS Excel/Google Sheets (shortcuts, formulas, charting) and data collection.

High attention to detail and accuracy in data handling.

• High attention to detail and accuracy in data handling.

Strong written and verbal communication skills.

• Strong written and verbal communication skills.

Passion for the stock market and eagerness to learn fundamental analysis.

• Passion for the stock market and eagerness to learn fundamental analysis.

Well-versed with prompt engineering and AI usage for research related activities

• Well-versed with prompt engineering and AI usage for research related activities

1 year of buy-side equity research experience or actively investing in market based on fundamental research

• 1 year of buy-side equity research experience or actively investing in market based on fundamental research