Senior Equity Analyst

About Us:

SG Analytics (SGA), a Global Insights and Analytics company, focuses on ESG, Data Analytics, and Investment & Market research services. The company has a presence in New York, San Francisco, Austin, Seattle, Toronto, London, Zurich, Pune, Bengaluru, and Hyderabad and growing consistently for the last few years.

SGA is a Great Place To Work (GPTW) certified company, and with its thriving work environment shaped by a growth mindset, abundant learning, and a meritocracy-driven culture, SG Analytics has also been awarded regional best employer in 2016, 2018 & 2020.

Role: Senior Research Analyst - Investment Research (Private_Banking)

Purpose: Drive the potential new engagement with a Europe-based private Banking client. Work closely with the team and ensure high-quality output

Responsibilities:

• Tracking multiple stocks/sectors assigned by the client/in-house project manager.
• Writing initiation, earnings, and event notes on assigned companies.
• Identifying ongoing themes and forming informed opinions and views.
• Should be able to arrive at fair value of the companies using relevant valuation methodology.
• Working closely with an in-house team comprising associates, analysts, Leads, etc, on various ad-hoc tasks, which could vary from data gathering, preparing reports independently (sector, thematic, result updates), deep-dive secondary research to populate industry/company presentations, etc.
• Should be able to guide and mentor a team of juniors.
• Ensuring that the tasks assigned are completed within the deadline and ensuring top-quality output with a thoroughly conducted self-driven quality-check process.
• Maintain flexibility to learn new techniques and functionalities and gain exposure to various types of assignments.
• Contributing to SGA knowledge creation and ad hoc assignments.
• Working knowledge of databases like Bloomberg, Refinitiv, FactSet.

Experience & Skills:

• 3-6 years of experience in Equity research engagements and should be MBA/CFA/CA.
• Extensive experience in working on equity research assignments such as initiations, earnings notes, valuations, etc in a sector-agnostic role.
• Proficiency in MS Excel.
• Experienced in interacting directly with clients (call and e-mail, both), exchanging ideas and expressing opinions and conveying those thoughts in an easy-to-understand manner.
• Excellent verbal and written communication skills and ability to independently handle clients.
• Basic knowledge of databases such as Bloomberg, Refinitiv, FactSet, etc.
• Strong team player and willingness to learn.