IR Analytical & BFSI - Research Analyst/Senior Research Analyst

Our client is an agile and innovative global analytics company driven by its mission to make markets function better. They are India’s foremost provider of ratings, data, research, analytics, and solutions. Their strong track record of growth, culture of innovation, and global footprint set them apart. Additionally, they have delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers.

Our client’s businesses operate in India, the US, the UK, Argentina, Poland, China, Hong Kong, and Singapore. They are majority-owned by S&P Global Inc., a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.

Role Overview:

• The Investment Research Analyst is responsible for providing thorough and insightful analysis of various investment opportunities, markets, and financial instruments. 
• This role involves conducting in-depth research on financial markets, industries, companies, and macroeconomic trends to support investment decisions for clients or the firm’s portfolio. The individual will create reports, model financial data, and track performance, helping investment teams and clients make informed decisions.

Responsibilities:

Market Research & Analysis:

• Conduct comprehensive research on global and regional markets, industries, and companies to identify investment opportunities and risks.
• Analyze economic data, financial statements, industry reports, and other relevant information to forecast market trends and economic conditions.
• Monitor market movements, economic policies, geopolitical events, and other factors affecting investments.

Financial Modelling & Valuation:

• Build and maintain financial models to assess the value and potential of investment opportunities.
• Perform valuations of companies using various techniques such as Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and precedent transactions.
• Analyze earnings reports, balance sheets, cash flow statements, and other financial data to assess the financial health of companies.

Investment Strategy Development:

• Collaborate with senior analysts and portfolio managers to develop investment strategies based on research findings.
• Provide recommendations on investment decisions, such as buying, holding, or selling securities, and suggest portfolio diversification strategies.
• Support portfolio management teams by providing regular updates on market conditions, stock picks, and trends.

Report Writing & Communication:

• Prepare and present detailed investment research reports, presentations, and executive summaries for stakeholders, clients, or senior management.
• Communicate research findings and investment recommendations clearly and effectively to non-technical stakeholders.
• Create and maintain regular market and investment performance reports for clients and senior management.

Client Interaction & Relationship Management:

• Interact with clients to understand their investment goals and risk tolerance, and provide insights and recommendations accordingly.
• Respond to client inquiries regarding portfolio performance, market trends, and investment opportunities.
• Participate in meetings and presentations with clients to discuss investment strategies and market outlook.

Portfolio Monitoring & Performance Evaluation:

• Continuously monitor the performance of investments in portfolios and provide updates or adjustments based on research findings.
• Track market conditions and assess how changes in economic conditions or company performance impact investment portfolios.
• Evaluate the risk and return profiles of investments and suggest adjustments or rebalancing as needed.

Risk Assessment:

• Assess the risk factors associated with investments, including market risk, credit risk, and operational risk.
• Identify potential risks and their impact on the overall investment portfolio, and develop strategies to mitigate those risks.
• Monitor and report on changes in risk metrics, such as volatility, correlations, and market sentiment.

Staying Updated with Industry Trends:

• Continuously stay informed about industry trends, economic developments, and regulatory changes that could impact the investment landscape.
• Regularly update knowledge of financial markets, securities, and asset classes.
• Participate in conferences, webinars, and other professional development opportunities to enhance industry knowledge.

Requirements:

• Essential Qualifications : CA (Chartered Accountant), MBA (Finance), or equivalent.
• Additional qualification in CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) will be considered an advantage.
• Experience: Minimum 5 years of relevant experience in finance, investment analysis, or capital markets.
• Knowledge of Debt and Equity Markets: A strong understanding of both debt and equity markets.
• Capital Market Instruments: In-depth knowledge of various investment products like:
• Mutual Funds
• PMS (Portfolio Management Services)
• INVITs (Infrastructure Investment Trusts)
• REITs (Real Estate Investment Trusts)
• AIFs (Alternative Investment Funds)
• Insurance products
• Regulatory Understanding: Familiarity with the regulations governing the mutual fund, PMS, and insurance industries.
• Analytical & Report Writing: Proficiency in analysis, along with the ability to create clear, concise, and well-structured reports.
• Communication Skills: Excellent oral, written, and presentation skills.
• Ability to clearly articulate complex financial concepts to both technical and non-technical stakeholders.
• Proficiency in MS Office: Strong command over Microsoft Office Suite, especially:
• MS Excel (for data analysis and financial modeling)
• MS Word (for report writing)
• PowerPoint Presentation (for creating presentations)
• Independent Performer: Ability to work autonomously with minimal supervision.
• Multitasking Ability: Capability to manage and prioritize multiple tasks simultaneously.
• Performance Under Pressure: Proven ability to meet deadlines and perform under high-pressure situations.
• Client Management: Prior experience in managing client relationships and delivering excellent customer service.