RECEX Pvt. Ltd.
Location
Surat | India
Job description
Job Title: Institutional Equity Research
Brief Info:
For the last couple of years, the Institutional Broking Business has been started and the sales are going
on. But now the company wants to establish a dedicated Institutional Equity Research Desk within the
Institutional Broking business, with an initial emphasis on covering a diverse range of companies situated
in Gujarat.
Job Description:
To collate and analyze industry data to identify trends, patterns, and insights. Utilize statistical
analysis, trend analysis, and comparative analysis techniques as appropriate.
To Produce high-quality research reports covering company profiles, financial analysis, industry
trends, investment thesis, and valuation recommendations.
Stay abreast of market developments, regulatory changes, and emerging trends and
Continuously update the research methodologies, expansion of coverage universe, and enhance
your analytical capabilities to remain competitive
To explore relationships between different variables within the industry data using correlation
analysis, regression analysis, or data visualization techniques. Identify patterns, dependencies,
and causal relationships to understand the industry dynamics.
To arrange and participate in one-on-one or group meetings with company management to gain
insights into their business operations, strategy, and future plans.
To conduct on-site visits to company facilities or plants to gather firsthand information about
operations, production processes, and overall business dynamics.
To organize and participate in road shows where company executives present their business
strategies and financial performance to institutional investors.
Work closely with institutional clients, understanding their investment goals, risk tolerance, and
preferences. Present research findings, investment ideas, and updates during client meetings.
ToProvide periodic performance reports to clients, highlighting the value added by research
insights and the impact on investment outcomes.
Skills Required:
Proficiency in using financial information databases, such as Bloomberg, Capital Market.
Excellent financial modelling and report writing skills with experience in writing ICRs
Strong understanding of financial concepts, financial statements, ratios and valuation techniques,
including DCF, LBO, SOTP, comparable valuation, etc
Creation of comprehensive equity research reports covering company profiles, financial analysis,
industry trends, investment recommendations, and risk assessments.
Experience in conducting management calls, expert interviews and in-depth secondary research.
Experience in conducting road show, management meeting and plant visit
Exp : 3-5 years in Institutional Research in Sector Agnostic, at least 2 years of experience in coaching
and reviewing the outputs of junior team members
Salary Range : Will discuss
Job Location: Kandivali, Mumbai / Surat
Education Qualifications:
CA or CFA or MBA - Finance (MUST)
Good relationship management, strong communication and presentation skills
Equity Research,Annual report analysis
Designation: Institutional Broking - Research
Vacancies: 2
Experience: 2.0 Year(s) - 3.0 Year(s)
Job tags
Salary
Rs 6 - 7 lakhs p.a.
