Key Responsibilities:

Workflow could include:

Building and updating financial models with scenario analysis
Carrying-out DCF, relative, SOTP and other relevant valuation methods
Developing accurate assumptions and valuation with rationale
Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions
Discussion investment ideas and stock updates with PM/CIO
Preparing earnings reviews, preview, attend con calls and management meetings
Preparing pitch notes/presentations, industry and thematic notes
Creating and updating databases
Collecting and analyzing news
Handling ad hoc research request

Maintain constant communication with the client and other stakeholders.

Key Competencies.

The analyst should have

Excellent financial modeling and research report-writing/presentation making skills
Should have ability to think through drivers and KPIs across broad range of sectors
Good client relationship management skills and communication skills
An eye for details and ability to handle multiple workflows with tight deadlines
Numerical abilities
Building complex, error-free models with well-defined revenue/cost driver assumptions
Carrying out earnings sensitivity analysis
Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations
Writing skills
Writing in a logical and structured manner that requires minimal rework

Equity Research Analyst