Research Analyst

Company Name: Confiable Advisory LLP

Designation: Research Analyst
Languages: Fluency in English and Hindi is mandatory. Gujarati would be an added advantage
Educational Qualification: Post-Graduate
Experience: NA

About the Company:

We are a team of experts from premiere B-Schools with a profound industry experience and a zeal of utilizing our
skills of identifying and evaluating fundamentals of the company for the Retail and HNI Clients and help them achieve
higher returns by offering them services in Financial Planning, Risk Evaluation, Goal Planning, Investment Planning,
Asset Allocation, etc. with an intention of generating prodigious returns for our investors by keeping their Risk
appetite in alignment with their expectations of financial goals.

Job Responsibilities:
• Providing initiation of coverage support, including building models, valuation, and writing reports
• Preparing earnings reviews and previews
• Handling routine periodical updates and client requests as and when required
• Building complex, error-free models with well-defined revenue/cost driver assumptions
• Carrying out basic earnings sensitivity analysis
• Providing own valuation views after carrying out both relative and DCF-based valuations
• Assist portfolio clients with needs beyond financial analysis
• Provide business consulting services to portfolio and outside clients
• Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning
and asset allocation and accordingly advising clients on investment products and services like Mutual Funds,
Insurance or PMS Etc.

Prerequisites:

• Any Post Graduate pursuing PGDM/MBA majoring in Finance Domain from Top B-Schools of India.
• Should have strong working knowledge of Trading, Brokerage, Equity, and Derivatives, Mutual Funds etc.
• Ability to lead, influence & collaborate.
• Strong business & financial acumen.
• Relationship Management.
• Portfolio Management.
• A competent person, ready to take Entrepreneurship challenge
 • Must have excellent oral and written communication skills
• Well-organized and takes ownership of tasks in a fast-paced live environment
• Excellent problem solving and analytical skills that allow one to proactively anticipate requirements and
potential problems.
• Self-motivated with willingness to complete a variety of projects with limited supervision in a timely
manner.
• Detail oriented with strong research skills and understanding of equity markets
• Excellent interpersonal, written and verbal communications skills.
• Excellent financial modeling and research report-writing skills
• Experience in writing an initiation of coverage report

Are you:

• Likely to forget to eat, drink or pee in your passion for Entrepreneurship?

• Willing to learn, re-learn, research, break, fix, build, re-build and deliver awesome presentations to solve
real business/consumer needs?
• An agile critical thinker, trying to improve things you witness around you?
• Able to work independently?

Key Success Factors:

• An aptitude for details - Strong attention to detail and ability to aim at perfection
• Ability to follow-up with multiple stakeholders and get things done
• Excellent interpersonal communication skills and an ability to develop and maintain professional
relationships
• Superior project management and organizational skills
• Highly developed critical thinking and analysis skills
• Think logically, learn quickly and translate into technical and layperson terms
• Sound business judgment and an appreciation and interest in the 'big picture'
• Ability to define and solve unstructured business problems
• Self-motivation, independence and process driven thinking
• Be highly motivated, energetic, disciplined, and results oriented
• Strong ethics and transparency in dealings with clients, vendors, colleagues and partners
• Confident negotiator and ability to close the deal
• Hands-on problem solving aptitude, with ability to generate ideas and solutions