Research Analyst

Job Purpose

• Conducting in-depth research by interacting with industry experts, company management and government officials to garner a greater understanding of the Multi-Cap sector.
• The broader purpose is to generate money-making research ideas/products for fund manager client
• Converting the understanding of the sector into quantitative elements through financial models and valuations
• Facilitate engagement for the sales team with clients. 
• Provide relevant research material/coverage for the sector to the sales/sales trading team to facilitate client interaction
• Interacting with clients such as Professional Investors, Prop Funds and Money Managers to bring in greater mileage and hence drive business through brokerage for the organization
• Providing coverage for 15 to 20 key stocks in the sector 
• Targets include 

• 1 idea-generating report per month
• 20-30 client calls/meetings per month.
• 4-5 corporate access event per quarter 

Managerial Responsibilities

• Attract and retain talent within the team
• Scale-up research capabilities of the associates to take ownership of products/client relationships
• Mentoring the associates towards improving overall relevance and quality of research

Functional Responsibilities

• Build a corporate image as a trusted equities house/partner for the companies under coverage and key individuals in client organizations
• Writing periodic research reports that help give clients a perspective  on the coverage sector
• Meeting corporate and industry experts to enhance the relationship and build expertise
• Communicating effectively, both in written and oral form –forecasts and views on the sector 
• Interacting with external and internal clients and facilitating their decision making
• Come out with timely actionable ideas to generate revenues for the firm
• Facilitating interaction of corporate / industry experts with clients
• Ensuring that financial models are precise and robust to capture the various nuances and complexities of the sector dynamics
• Providing actionable ideas on stocks under coverage, given a certain change in the business environment
• Providing actionable ideas on stocks under coverage, given a certain change in the business environment

Behavioural Skills

• Excellent interpersonal skills
• Excellent communication and report writing skills
• Ability to communicate and interact with very senior level industry/government officials
• Ability to work under stressful and  tight timeline situations 
• Ability to work under stressful and  tight timeline situations

Sales  Team

• To communicate and provide key points of actionable stock ideas or the developments that impact the sector/stock 
• Educate them on new research products and leveraging their relationship to reach out to clients

Research Team 

• Discuss the rationale for the recommendations 

Other LOB / SBU

• Conduct SWOT on the target mandate which includes revenue model and business model analysis

Editorial / DTP Teams

• Coordination for quick and efficient release of research reports

Compliance / Risk

• From a regulatory perspective

External

Clients

• Regular interaction with clients to help them make informed decisions – Communicate investment ideas, generate Alpha
• Most clients do not read published research. Hence communicating with clients is highly essential.

Media 

• Provide a perspective on a stock/sector 

Fund Managers

• To get a better understanding of the sector/stock
• Providing relevant corporate access and update corporate on investor requirements

Corporates

• Regulators, industry associations to gather sector knowledge