As Research Associate – Institutional Equities plays a pivotal role in providing in-depth analysis and insights on equity securities to institutional investors, such as mutual funds, pension funds, and hedge funds. This position involves conducting comprehensive research, developing financial models, and delivering investment recommendations to support informed decision-making.

Key Responsibilities:

Financial Analysis: Conduct detailed analysis of financial statements, market trends, and economic data to evaluate the performance and potential of companies and industries.
Financial Modelling: Develop and maintain complex financial models to forecast company performance, including income statements, balance sheets, and cash flow projections.
Report Preparation: Write comprehensive research reports that summarize findings, provide investment recommendations, and offer insights into market dynamics.
Client Interaction: Engage with institutional investors to present research findings, respond to inquiries, and discuss investment strategies.
Industry Monitoring: Stay updated on industry developments, regulatory changes, and macroeconomic factors that may impact investment opportunities.
Collaboration: Work closely with senior analysts, portfolio managers, and sales teams to align research with investment objectives and market strategies.

· Bachelor’s or Master’s degree in Finance, Economics, Accounting.

· 3 to 5 years of experience in equity research, investment banking, or a related financial role.

· Proficiency in financial modelling and valuation techniques.

· Strong analytical and quantitative abilities.

· Excellent written and verbal communication skills.

· Ability to work under pressure and meet deadlines.

· Familiarity with financial software and databases (e.g., Bloomberg, Fact Set)

· Ability to work independently and manage multiple priorities in a fast-paced environment.

Z-3776 | Research Associate – Institutional Equities