Financial Analyst - Equity Research

Symmetrical Management Consulting
  • Noida
  • 12-22 lakh
  • 2-7 years
  • Views
  • 13 Jan 2017

  • Business Analytics

  • KPO/ Analytics
Job Description

Oversee financial and investment research projects for various clients including investment banks, corporate finance
advisories, asset managers, hedge funds, private equity firms, large corporations and consultancy firms
Manage work on varied projects that may include:
* Equity and Fixed Income/Credit research, including company and sector reports, financial modeling, forecasting
and valuation
* M&A research such as target identification, market sizing, company profiling, merger modeling, valuation comps,
pitch book preparation
* Comprehensive financial analysis of companies and peer benchmarking for corporate/ consulting clients
* Industry studies, Macroeconomic research
* Data-intensive tasks such as screening companies based on appropriate financial and operating metrics
Lead one or more project teams, guiding team(s) on all aspects including scoping, timelines, content, client
engagement
Review work thoroughly to ensure consistently high quality output, value addition and adherence to timelines; be able
to judge required level of own involvement on projects, execute parts of projects if situation so demands
Function as a "client lead", assuming ownership of assigned client accounts - be the main point of contact for client,
prioritize work flow, negotiate project timelines/scope, collect feedback and address any issues promptly, identify upselling/cross-selling
opportunities
Must possess excellent client communication and engagement skills, and ability to quickly understand client
requirements and working style
Provide analysts with effective verbal/written feedback; counsel analysts on technical as well as business skills and
guide them on best practices

2-6 years experience in Financial and/or Investment Research in a KPO or Consulting Firm
Extensive experience in financial modeling; forecasting; valuations; writing investment research
Extensive experience in end-to-end management of projects
Extensive experience in day-to-day management of and communication with clients

Thorough knowledge of financial analysis and valuations, industry analysis, macroeconomic
analysis
Knowledge of various databases such as Bloomberg, Thomson One, Dialog, Merger Market


Competencies/Skill sets for this job

Financial Modeling Equity Research Valuation Hedge Funds

Job Posted By

Jyoti Sharma
Client account manager