the equity research associate will work closely with portfolio managers and research analysts to conduct deep-dive research on potential investment opportunities. the candidate will support industry/stock analyses, financial modelling, primary research, and monitoring of companies and sectors to feed ideas into the investment process.
key responsibilities
perform industry analysis: assess key trends, competitive strategies of major players, market structure, growth drivers and risks.
benchmark operational & financial performance metrics of major industry players (., margins, growth rates, asset turns, returns).
conduct detailed financial-statement analyses and valuation work: build and maintain financial models (income statements / balance sheets / cash flows), compute valuation (dcf, multiples, residual income, etc.).
monitor continuously: track news flow, business-model changes, quarterly/annual results of companies under coverage and their peers/suppliers/customers.
conduct primary research: meet with companies, competitors, suppliers, customers; listen to quarterly conference calls; prepare summary meeting/call notes.
produce research deliverables: draft write-ups, investment memos, note key findings and investment implications for the team.
assist in the preparation of presentations/reports for internal investment discussions and for the portfolio team.
work with senior team members to identify new ideas, update models and databases, maintain coverage universe.
stay abreast of macro-economic, regulatory and sector developments which may impact company/industry dynamics.
qualifications & skills
ca with a graduate degree in economics, accounts, business, or mathematics (or equivalent).
1–3 years of relevant experience in equity research or related field; cfa level 1 (or prepared) will be an advantage.
outstanding analytical and problem-solving skills; ability to dig into data, ask the right questions, form logical investment insights.
strong written and spoken communication skills; ability to clearly articulate research findings and investment theses.
demonstrated keen interest in equity markets and investments, with good understanding of company financials.
excellent modelling capabilities with ms excel and strong comfort with numbers/financial statements.
ability to work under pressure and manage multiple tasks simultaneously, with good time-management skills.
a self-starter, curious / proactive, with attention to detail and willingness to learn.
preferred attributes
strong quantitative skills, good comfort with valuation techniques and financial modelling.
good business acumen & commercial mindset: understanding how industries work, business models evolve, competitive dynamics matter.
ability to synthesize large amounts of information into actionable investment ideas.
team‐oriented but able to work independently on defined assignments.
comfortable meeting management, industry participants, attending calls, summarising key points for the investment team.
1 - 3 Years
2 Openings
Not Disclosed
Face-to-Face interview
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