Equity Analyst

Job title: Equity Analyst\n\nJob description:\nI) We are seeking a Research Analyst for listed and unlisted equity . Key responsibilities are:\na) Research and analysis\n-- Company analysis - business model, competitive advantage, scalability, management, CG, etc (bottom up)\n-- Industry research - market trends and mega trends (top down)\n-- Valuation and Peer analysis\n-- Modelling: sanity check for assumptions and forecasts (not looking for excel minutiae)\n-- Due diligence if needed: plant visits, scuttlebutt, channel checks, etc.\n-- Research / investment meetings with various stakeholders\nAbove should culminate in generation of investment ideas and providing actionable recommendations\n\nb) Deal execution (unlisted equity)\n-- Participation in negotiation\n-- Broad understanding of deal documents like Term Sheet, SSA, SHA, etc.\n-- Coordinating with other stakeholders like promoters, legal for execution and compliance\n-- Complete transaction life cycle documentation\n\nc) Performance monitoring:\n-- Preparing and maintaining database / analytics of investee's progress in terms of financials, future funding rounds and valuation, important events, etc.\n-- Attending company meetings and related events\n\nII) We expect the candidate to learn, grow and eventually start contributing to other aspects of a family office including:\n-- Build connections within the eco-system: advisors, wealth outfits, i-bankers, etc.\n-- Evaluate managed products like SIF, MF, PMS, AIF, etc.\n-- Participate in asset allocation decisions\n-- Contribute to international diversification efforts\n-- Learn to develop a balance between absolute returns and risk-adjusted returns\n-- Provide insights on market conditions and outlook\n\nIII) Essential requirements:\n-- Prior experience as buy-side equity analyst at a fund or family office\n-- CA or MBA (Finance) qualification\n-- Relevant work-ex: 3-8 yrs\n\nIV) Desirable attributes:\n-- Experience of debt / credit markets\n-- Working knowledge of applicable laws\n-- CFA Candidate or Charterholder\n\nV) Note to candidates:\nWe're intentionally not using jargon/clichés like 'keen eye for detail' 'sharp acumen' 'steep learning curve', etc. This is a prestigious, fast-growing and dynamic family office and we're looking for a highly capable team member.