Role Overview:
We are looking for an “Equity Research Associate” with advanced Equity Research experience of minimum 2 years with a reputed equity manager.
Candidate must have experience of doing research on individual companies. Also, he/she should be aware of research strategies for multiple sectors. The role involves data extraction and
converting financial insights into high-quality, structured presentations. It involves
financial modelling work too.
Key Responsibilities:
• Bloomberg Terminal (Good to have): Company financials (FA), relative valuation (RV), peer
comparison, earnings tracking, sector screening (EQS), historical pricing data.
• Advanced Equity Research: Preparing research summaries, monitoring quarterly results, peer
comparison, reviewing annual reports and concalls.
• PowerPoint – Critical Requirement: Creating investment-grade presentations, structured
storytelling, clean visual slides, charts and tables formatting.
• Excel: Organizing financial data, basic valuation calculations, maintaining portfolio tracking
sheets.
Mandatory Requirements:
• Minimum 2 years hands-on Bloomberg Terminal experience.
• 2–4 years in equity research / investment research.
• Strong financial statement understanding.
• Excellent PowerPoint skills (non-negotiable).
• Proficient in Excel.
• Strong written communication skills.
Ideal Candidate Profile:
• Structured analytical thinker.
• High presentation standards and attention to detail.
• Ability to work independently.
• Strong integrity and confidentiality awareness.
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