Research Analyst

ROLE AND CONTEXT:

Purpose:

The jobholder will have the responsibility of supporting the Investment Team with market research on different sectors, securities, investment options and any macro/ micro event, which is likely to have an impact on the investments of the Company & sectors.

Context:

The jobholder will work closely with Fund Managers, & Head of Equity to assist in the preparation of research reports and analysis for equity markets.

Main responsibilities:

• Assist in carrying out comprehensive research on the companies, industries and groups where the Company intends to invest
• Assist in generating reports for the perusal of senior management
• Assist in post - investment monitoring Independent and neutral feedback on the various investment options
• Ensure effective maintenance of database of different potential securities and entities where the Company can invest Assist in the monitoring of various economic indices

Dimensions:

• To proactively carry out market research in aspects which have an impact on the Company’s investment

Decision making authority:

• Complete independence in recommendations on investments

Financials:

• No direct financial responsibility other than day - to - day compliance on Company specified items

NEED TO TO:

Key Outputs:                              

• Provide accurate research reports for facilitating equity investments
• Track the performance of organisations where the Company has made investments

Relationships:

Internal

• Investment team

External

• Company’s management and market intermediaries

Key performance indicators:

• Provide useful and cryptic reports to facilitate investments
• Ensure timely MIS on the market conditions for the perusal of Senior Management

NEED TO KNOW

Qualifications:

CA/ CFA and/ or MBA from a reputed institute/ University.

Skills/ knowledge:

• Keen analytical skills to evaluate investment proposals in Mid cap space.
• Sound knowledge of accounting concepts, techniques and principles
• Excellent verbal and written communication skills
• Thorough understanding of the equity market and the dynamic market forces

Experience:

A minimum of 4-7 years of experience as a research analyst preferably with Mutual Fund/ Research house / Insurance / PMS/ brokerages.

NEED TO BE

Competencies:

Planning and Innovation

• Creates new opportunities rather than just seizing the obvious existing ones
• Willing to think outside of normal business practices and turns “off the wall” proposals into workable propositions
• Has the courage to promote these where the business case suggests that the potential rewards justify the risks of failure

Making Sound Business Judgments

• Applies experience and understanding of the business context in approach to problem solving
• Considers financials, risk and the potential impact of actions on all parts of the business
• Extrapolates themes and trends in the data where information is incomplete in order to make an informed judgment where there may not be a single answer

Relationship Management

• Understands how activities in other parts of the business impact on own area and vice versa
• Builds lasting relationships within and outside the organisation and uses the network for the benefit of all parties
• Creates opportunities to meet with network regularly on an informal and formal basis
• Shares knowledge of where to go for help outside the team. Involves the right people and uses organisational politics to positive effect

Result Orientation

• Links all activities back to personal and organisational objectives and is prepared to question the value of all activities to ensure that they contribute fully/ add value
• Agrees to both long and short - term priorities and is prepared to say no when activity appears counter to the achievement of these