132 Equity Research jobs in India

Hiring :- Equity Research Associate - NBFC ( Institutional broking)

Location: - BKC. Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management . With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses , providing strategic and financial guidance at every stage of their journey.

Key Responsibilities

• Responsible for industry analysis, stock valuation, financial modelling, active interaction with top management, advising institutional clients on investment opportunities and arranging for corporate access.
• Active coverage of companies in the Indian financial sector preferably covering for NBFC
• Keep a track of latest developments of the companies under coverage/sector and incorporate the same into our research publications.
• Financial modelling and report writing which includes previews, reviews, company updates, and sector updates.
• Attending analyst meets conference calls and regular interactions with Top-Managements of coverage universe.
• Presenting investment thesis/ideas and conducting roadshow of corporate for Institutional Clients.
• Helping lead analyst in timely completion of assignments from idea conceptualization stage to final preparation of the research reports and updating the sales team handling institutional business.
• Helping lead analyst in ensuring timely and accurate dissemination of investment ideas to clients in the form of industry/company research reports, presentations, and oral communication in view of creating sector image of the company
• Ensure adherence to the standards & norms set to prepare the reports

• Qualifications :- MBA / CA/ CFA

Responsibilities:

• Analyzing Financial and Econometric trends, tracking sector and company developments.
• Crafting insightful quarterly/monthly thematic reports on major companies within the sector.
• Conducting comprehensive modelling and evaluating current and future valuations.
• Engaging directly with corporate and institutional clients, fostering strong relationships.
• Maintaining a robust network and staying abreast of key developments in the domain.

Key Result Areas:

• Collaborating with the lead analyst to write impactful Research Reports.
• Ensuring consistency in Quality, Quantity, and timeliness of Analysis.
• Independently managing sector databases, company models, and addressing investor queries.

Qualifications:

• MBA from a reputed Bschool additional CA/ CFA accreditation is advantageous.

We are an Equal Opportunity Employer and are committed to creating an inclusive workplace.

Job Title : Equity Research Associate

Location : Bangalore (Onsite)

Start Date : September

We are seeking an Equity Research Associate to analyze and evaluate businesses in India.

What You Will Work On:

• You will be a generalist researching a variety of business models with great emphasis on primary research and industry conversations.
• In your first year, you will dig through multiple public and private businesses in India to help build your knowledge base and our team’s research on high-quality businesses.
• You will work on diverse companies across industries ranging from green hydrogen to fast fashion to microfinance.

The Best Candidates Will Have:

• Deep intellectual curiosity and an ability to ask thoughtful questions about business models.
• Winning mentality and self-belief to take on any business in any sector and figure out the key drivers and risks.
• Mental + physical stamina to work long hours and manage several projects per month.
• Commitment to their own development and to the firm’s ambition over time.

Eligibility:

• A degree in Business, Economics, or related fields is preferred.
• BONUS points if you have prior equity research or investing experience.

Key Purpose:

To perform in-depth analysis of specific companies or sectors within the stock market, industry trends, and market conditions. The primary goal is to provide investment recommendations and insights to Retail & Institutional Investors. The role involves conducting Technical & Derivatives Research, generating reports, and making informed forecasts to assist clients or internal stakeholders in making sound investment decisions within the Equity Markets.

Responsibilities:

• Perform daily technical analysis of major indexes such as Nifty & BankNifty to identify trends.
• Expertise in utilizing technical analysis patterns and indicators for informed market assessments.
• Develop and backtest trading systems for performance evaluation.
• Analyze charts to formulate derivative strategies based on open interest and volume trends.
• Execute live market entry and exit decisions guided by rigorously tested strategies.
• Produce daily technical and derivative reports for internal and external dissemination.
• Conduct daily briefings on technical and derivative trends for the sales team.
• Prepare weekly technical reports for individual stocks, assessing their market performance.
• Create hedging options strategies to mitigate risk exposure.
• Provide daily Management Information System (MIS) updates on market insights and trends.
• Proficiency in algorithm development and coding skills is advantageous.

Qualifications:

• MBA / PG degree with NISM Certification (Research Analyst)
• Expertise with Excel, and PowerPoint

Experience: 3 to 5 Years

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
• Writing bulletins and one-page summaries
• Linking macro/industry analysis to the output
• Building effective presentations
• Others
• Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases

Advantageous if has experience in using technologies: Python, SQL, Power BI, etc Good client relationship management skills and communication skills

Job Description

• Responsible for research and support portfolio construction in alignment with SUD Life’s strategic and capital objectives
• Analysing financial information relating to specific companies in the sector, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
• Making recommendations to fund managers, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation
• Conducting due diligence on companies and industries by researching, reading financial statements, attending conference calls, sector expert calls and market data
• Examining and assessing economic and market trends impacting the sector, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies in the sector.
• Keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries
• Monitoring closely financial press and keep a track of market trends, opportunities, risks and new investment products
• Building and maintaining financial models and generating forecasts as an integral part of the analysis. Conducting complete valuation, operational, peer group, and sensitivity analysis

Key Requirements for the Role:

• 3-5 years of experience
• Oil & Gas and Real Estate

Education

MBA, CFA, CA

We are seeking Equity Research professionals with over 2 years of experience in Equity Research & Financial Modelling along with Energy and Oil & Gas sector experience

Department

Buy Side Investment Research

Location

Gurgaon / Bangalore / Pune

Sectors

Energy and Oil & Gas

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
• Writing bulletins and one-page summaries
• Linking macro/industry analysis to the output
• Building effective presentations
• Others
• Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases