Active Fundamanetal Equity- Research Analyst

State Street Corporation
Bangalore, India
Sep 24, 2020
Oct 01, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Company: State Street Global Advisors

Opportunity: Research Analyst, Active Fundamental Equities

Location: Bangalore

State Street Global Advisors is the investment management arm of State Street Corporation and a global leader in institutional asset management, entrusted with more than $2.9 trillion in assets. This position is in the Equity Research department assisting the Senior Equity Research analyst.

Essential Responsibilities:

  • Under the supervision of the senior equity analyst, you will provide analytical support to formulate and recommend equity investments
  • Run quantitative screens to identify companies that meet our investment criteria.
  • Generate reports based on screen results highlighting key investment criteria using financial and company analysis.
  • Build and maintain financial models and forecasts on a group of companies under coverage by the senior analyst.
  • You will provide background analysis on company main product lines, industries, and competitive landscape.
  • Prepare written updates on companies' earnings results.
  • Update and maintain company earnings estimates and Confidence Quotients in research database.
  • Work on special projects and other assignments at the request of the Senior Analyst.

Basic Requirements:

  • MBA/Bachelor's Degree, preferably in accounting or finance, CFA preferred
  • Minimum 4-6 years of experience in an investment management organization preferably in equity research
  • Advanced Excel and modeling skills
  • You should be willing to travel to Stamford, CT at least once a year to get coaching from Senior Analyst and Director of Research.

Desired Characteristics:

  • 2-4 years of investment experience, preferably in public equities
  • Initiative to work independently; aptitude to self-direct and set priorities in a high energy dynamic environment - strong entrepreneurial work ethic.
  • Knowledge of financial statement analysis and accounting expertise including financial modeling, income statement, balance sheet and cash flow analysis
  • Passion for investing in companies and markets
  • MBA/Masters, CFA, or CPA
  • Strong research skills incorporating qualitative and quantitative analysis
  • Ability to present the buy, sell, hold case for an individual stock using quantitative and qualitative analysis incorporating strong research skills
  • Strong critical thinking and analytical skills; results driven with ability to creatively problem solve
  • Capacity for differentiated thinking, and ability to challenge the status quo in order to drive optimal investment decisions
  • Ability to gather information from a variety of sources to recommend/make decisions under uncertain circumstances.
  • Strong communication skills, verbal, written and presentation; ability to effectively communicate strategic research to team members across all levels of the organization
  • Team player who is able to work collaboratively - excellent interpersonal and facilitation skills that can develop/nurture external relationships
  • Ability to work effectively with multi-cultural team members
  • Highly organized, with attention to detail
  • Ability to work in an environment where priorities may change frequently
  • Demonstrated personal and professional integrity

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