Institutional Broking - Research

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