Equities Research Specialist
Location: Mumbai | Experience: 5 to 7 years
Objective of the role
Conducting in-depth research and analysis of equity securities to support investment decisions and strategies for high-net-worth clients. Provide insights and recommendations on individual stocks, sectors, and market trends, contributing to the overall investment strategy and portfolio construction.
Roles and responsibilities
- Conduct comprehensive research on individual stocks, sectors, and market trends.
- Analyze financial statements, industry reports, and market data to evaluate the performance and potential of equity investments.
- Develop financial models and forecasts to assess valuation and growth prospects.
- Generate investment ideas and provide actionable recommendations to portfolio managers and advisors.
- Prepare detailed research reports and presentations on investment opportunities.
- Continuously monitor and update recommendations based on market developments and company performance.
- Stay abreast of global economic trends, geopolitical events, and regulatory changes that impact equity markets.
- Track relevant news, earnings releases, and corporate actions to provide timely updates and insights.
- Assess market sentiment and investor behavior to inform investment strategies.
- Work closely with wealth advisors and portfolio managers to align research findings with client investment strategies.
- Participate in investment committee meetings to discuss research insights and portfolio adjustments.
- Provide support and expertise for client presentations and meetings.
- Identify and evaluate potential risks associated with equity investments.
- Recommend risk mitigation strategies and ensure alignment with clients' risk tolerance and investment objectives.
- Maintain compliance with industry regulations and firm policies.
Attributes required / preferred skills
- Strong knowledge of financial markets, equity analysis, and investment strategies.
- Proficiency in financial modelling, valuation techniques, and data analysis.
- Strong numerical and communication skills.
- Excellent quantitative and qualitative analytical skills.
- Ability to multi-task, deliver high quality service.
- Ability to work individually and in a team environment, fast-paced deadline-oriented environment.
- Organization and planning skills. Critical thinking and problem-solving abilities.
To Apply, email us at careers@waterfieldadvisors.com
